Sterling Wealth Advisors Inc holds a concentrated book of 20 reported positions worth $184.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they trimmed Dimensional US Eq MKT ETF. Their largest long position is Dimensional US Core Equity M at 32% of the reported non-option book. Cloning the disclosed picks since 2025 would be +30% (+17.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Sterling Wealth Advisors Inc is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Sterling Wealth Advisors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sterling Wealth Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Pandowealth. LLC | 4 / 20 | $107.7M |
| Verisail Partners, LLC | 9 / 20 | $236.0M |
| Capstone Capital LLC | 6 / 20 | $145.0M |
| Wolfstich Capital, LLC | 7 / 20 | $105.3M |
| HFM Investment Advisors, LLC | 6 / 20 | $231.6M |
| Miramar Fiduciary Corp | 2 / 20 | $81.6M |
| Rachor Investment Advisory Services, LLC | 7 / 20 | $160.1M |
| Triune Financial Partners, LLC | 7 / 20 | $372.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Sterling Wealth Advisors Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQT MKT | $58.5M | 1.13M | 31.8% | ▲+3.4% Added · +37K sh | |
| 2 | Dimensional ETF Trust US EQUI MARK ETF | $25.9M | 316.1K | 14.1% | ▼−0.3% Reduced · −1K sh | |
| 3 | Dimensional ETF Trust SHOR DUR FIX ETF | $24.2M | 506.1K | 13.1% | ▲+1.2% Added · +6K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQT MK | $15.7M | 380.6K | 8.5% | ▲+1.7% Added · +6K sh | |
| 5 | Dimensional ETF Trust CORE FIXE IN ETF | $12.5M | 296.2K | 6.8% | ▲+9.1% Added · +25K sh | |
| 6 | Dimensional ETF Trust INTL CORE EQUITY | $11.0M | 296.1K | 6.0% | ▼−0.1% Reduced · −220 sh | |
| 7 | Dimensional ETF Trust EMGR CRE EQT MNG | $10.2M | 254.0K | 5.5% | ▼−0.1% Reduced · −390 sh | |
| 8 | Ishares TR INTL SEL DIV ETF | $5.3M | 126.8K | 2.9% | ▼−1.8% Reduced · −2K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $3.4M | 4.6K | 1.9% | —Held | |
| 10 | Vanguard Specialized Funds DIV APP ETF | $3.3M | 14.0K | 1.8% | —Held | |
| 11 | Dimensional ETF Trust US COR EQU 2 ETF | $3.1M | 70.1K | 1.7% | ▲+12% Added · +7K sh | |
| 12 | Ishares TR CORE DIV GRWTH | $2.3M | 30.9K | 1.3% | —Held | |
| 13 | Dimensional ETF Trust GLOBAL REAL EST | $2.3M | 80.1K | 1.3% | ▲+1.2% Added · +970 sh | |
| 14 | Dimensional ETF Trust WORLD EX US CORE | $2.3M | 62.6K | 1.3% | ▲+14% Added · +8K sh | |
| 15 | Dimensional ETF Trust EMERGING MKTS CO | $1.1M | 27.1K | 0.6% | ▼−1.8% Reduced · −483 sh | |
| 16 | Vanguard Index FDS SMALL CP ETF | $955K | 3.2K | 0.5% | —Held | |
| 17 | Dimensional ETF Trust NATL MUN BD ETF | $943K | 19.5K | 0.5% | ▲+2.1% Added · +405 sh | |
| 18 | Schwab Strategic TR US LCAP VA ETF | $375K | 10.8K | 0.2% | —Held | |
| 19 | Dimensional ETF Trust US MKTWIDE VALUE | $303K | 5.5K | 0.2% | —Held | |
| 20 | Vanguard Whitehall FDS HIGH DIV YLD | $299K | 1.9K | 0.2% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1943937/holdings"
Use Arkolith to show Sterling Wealth Advisors Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 20 | $184.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 20 | $175.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 20 | $165.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 20 | $156.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 18 | $129.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 18 | $127.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.