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