Sterling Wealth Advisors Inc — 13F holdings

Sterling Wealth Advisors Inc reported 20 holdings worth $184M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. DFAU DIMENSIONAL ETF TRUST — $58.5M (31.8%)
  2. DFUS DIMENSIONAL ETF TRUST — $25.9M (14.1%)
  3. DFSD DIMENSIONAL ETF TRUST — $24.2M (13.1%)
  4. DFAI DIMENSIONAL ETF TRUST — $15.7M (8.5%)
  5. DFCF DIMENSIONAL ETF TRUST — $12.5M (6.8%)
  6. DFIC DIMENSIONAL ETF TRUST — $11.0M (6.0%)
  7. DFAE DIMENSIONAL ETF TRUST — $10.2M (5.5%)
  8. IDV ISHARES TR — $5.25M (2.9%)
  9. IVV ISHARES TR — $3.41M (1.9%)
  10. VIG VANGUARD SPECIALIZED FUNDS — $3.31M (1.8%)