StockDriftsStockDriftsTop 38 Sterling Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 17.88% | 412.1K | $39.8M | +2.05%(+8.27K) | $61.48(+64.79%) | 2026-06-30 | |
| IVV | ISHARES TR | 12.93% | 38.4K | $28.8M | -1.05%(-406) | $205.61(+278.84%) | 2026-06-30 | |
| IEMG | ISHARES INC | 9.36% | 251.5K | $20.8M | -5.53%(-14.72K) | $50.56(+63.44%) | 2026-06-30 | |
| SGOV | ISHARES TR | 8.53% | 188.6K | $19.0M | +3.20%(+5.84K) | $100.46(+0.11%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 6.16% | 63.0K | $13.7M | +0.66%(+414) | $168.32(+35.17%) | 2026-06-30 | |
| LEMB | ISHARES INC | 5.38% | 282.2K | $12.0M | +2.19%(+6.05K) | $41.07(+4.82%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.21% | 121.6K | $9.4M | -2.22%(-2.76K) | $34.61(+126.97%) | 2026-06-30 | |
| QLTA | ISHARES TR | 3.85% | 180.5K | $8.6M | +4.62%(+7.97K) | $51.30(-9.44%) | 2026-06-30 | |
| STIP | ISHARES TR | 3.69% | 80.3K | $8.2M | +3.06%(+2.38K) | $98.42(+2.36%) | 2026-06-30 | |
| TIP | ISHARES TR | 3.24% | 65.9K | $7.2M | +4.27%(+2.70K) | $118.12(-9.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.34% | +30.71% | +3.53% | +18.96% |
| Top 20 Holdings Unweighted | +7.77% | +25.16% | +2.96% | +15.72% |
Sterling Investment Advisors LLC reports $222.64M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (17.9%), IVV (12.9%) and IEMG (9.4%). The top 20 holdings account for 95.85% of reported assets. Its disclosed equity book has returned +30.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sterling Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1009198). View Sterling Investment Advisors LLC’s 13F filings on SEC