Sterling Investment Advisors, Ltd. — 13F holdings

Sterling Investment Advisors, Ltd. reported 228 holdings worth $599M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. AAPL APPLE INC — $37.9M (6.3%)
  2. DVY ISHARES TR — $23.5M (3.9%)
  3. JFLX J P MORGAN EXCHANGE TRADED F — $22.8M (3.8%)
  4. GOOGL ALPHABET INC — $18.4M (3.1%)
  5. CRWD CROWDSTRIKE HLDGS INC — $17.8M (3.0%)
  6. AMZN AMAZON COM INC — $16.9M (2.8%)
  7. NVDA NVIDIA CORPORATION — $16.4M (2.7%)
  8. SPSM SPDR SERIES TRUST — $11.8M (2.0%)
  9. KMI KINDER MORGAN INC DEL — $11.5M (1.9%)
  10. GMED GLOBUS MED INC — $11.4M (1.9%)