Sterling Wealth Advisors Inc holds a concentrated book of 20 stocks worth $184.0M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +26% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Sterling Wealth Advisors Inc's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sterling Wealth Advisors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Sterling Wealth Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 20 / 20 | $27.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 / 20 | $24.2B |
| MORGAN STANLEY | 20 / 20 | $23.6B |
| JPMORGAN CHASE & CO | 20 / 20 | $17.5B |
| ROYAL BANK OF CANADA | 20 / 20 | $15.2B |
| LPL Financial LLC | 20 / 20 | $14.5B |
| MERCER GLOBAL ADVISORS INC /ADV | 20 / 20 | $8.7B |
| RAYMOND JAMES FINANCIAL INC | 20 / 20 | $7.4B |
Ranked by how many of Sterling Wealth Advisors Inc's top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 20 | $184.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 20 | $175.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 20 | $165.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 20 | $156.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 18 | $129.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 18 | $127.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.