StockDriftsStockDriftsTop 20 Sterling Wealth Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 31.77% | 1.13M | $58.5M | +3.39%(+37.09K) | $40.71(+31.58%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 14.08% | 316.1K | $25.9M | -0.34%(-1.08K) | $63.04(+34.24%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 13.14% | 506.1K | $24.2M | +1.22%(+6.11K) | $47.31(+0.22%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.53% | 380.6K | $15.7M | +1.74%(+6.49K) | $31.09(+39.36%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 6.8% | 296.2K | $12.5M | +9.15%(+24.83K) | $42.40(-1.70%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 6% | 296.1K | $11.0M | -0.07%(-220) | $26.98(+45.34%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.55% | 254.0K | $10.2M | -0.15%(-390) | $27.22(+43.09%) | 2026-06-30 | |
| IDV | ISHARES TR | 2.86% | 126.8K | $5.3M | -1.78%(-2.29K) | $28.80(+54.33%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.85% | 4.6K | $3.4M | +0.00%(+0) | $582.75(+33.39%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.8% | 14.0K | $3.3M | +0.00%(+0) | $196.94(+25.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.21% |
Sterling Wealth Advisors Inc reports $183.99M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (31.8%), DFUS (14.1%) and DFSD (13.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +25.92% cumulatively over 6 quarters. 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 Wealth Advisors Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1943937). View Sterling Wealth Advisors Inc’s 13F filings on SEC