STERLING INVESTMENT ADVISORS LLC /ADV - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, STERLING INVESTMENT ADVISORS LLC /ADV held in its portfolio 39 assets valued at $206,614,976 (i.e. $206.62M).
The most valuable assets in the portfolio included: ISHARES TR ($37.08M), ISHARES TR ($25.95M), and ISHARES INC ($18.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
STERLING INVESTMENT ADVISORS LLC /ADV - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 414484 | 37079817 | CORE MSCI EAFE |
| ISHARES TR | 37890 | 25952773 | CORE S&P500 ETF |
| ISHARES INC | 278150 | 18697295 | CORE MSCI EMKT |
| ISHARES TR | 177782 | 17845846 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 61465 | 11739226 | VALUE ETF |
| ISHARES INC | 274614 | 11415736 | JP MORGAN EM ETF |
| ISHARES TR | 124706 | 8230635 | CORE S&P MCP ETF |
| ISHARES TR | 168719 | 8113740 | A RATE CP BD ETF |
| ISHARES TR | 77384 | 7923377 | 0-5 YR TIPS ETF |
| ISHARES TR | 138638 | 6758633 | CORE 1 5 YR USD |
| ISHARES TR | 61061 | 6711265 | TIPS BD ETF |
| ISHARES ETHEREUM TR | 279953 | 6279365 | SHS |
| SPDR INDEX SHS FDS | 88296 | 5486741 | GLB NAT RESRCE |
| ISHARES TR | 23979 | 5085272 | S&P 500 VAL ETF |
| ISHARES TR | 37568 | 4514997 | CORE S&P SCP ETF |
| ISHARES TR | 51175 | 4126310 | IBOXX HI YD ETF |
| ISHARES TR | 42399 | 4071609 | MSCI EAFE ETF |
| ISHARES TR | 36644 | 3660009 | CORE US AGGBD ET |
| ISHARES TR | 8773 | 2159601 | RUSSELL 2000 ETF |
| BROADCOM INC | 6046 | 2092781 | COM |
| ISHARES TR | 9190 | 1132811 | S&P 500 GRWT ETF |
| ISHARES TR | 10634 | 998468 | U.S. REAL ES ETF |
| WALMART INC | 8511 | 948270 | COM |
| ISHARES GOLD TR | 8071 | 655135 | ISHARES NEW |
| NVIDIA CORPORATION | 2516 | 469340 | COM |
| MICROSOFT CORP | 817 | 395224 | COM |
| VANGUARD TAX-MANAGED FDS | 6231 | 389304 | VAN FTSE DEV MKT |
| ISHARES TR | 2593 | 385574 | CORE S&P TTL STK |
| ISHARES TR | 1898 | 379130 | U.S. TECH ETF |
| STMICROELECTRONICS N V | 14557 | 377622 | NY REGISTRY |
| WEC ENERGY GROUP INC | 3262 | 344011 | COM |
| META PLATFORMS INC | 513 | 339121 | CL A |
| OREILLY AUTOMOTIVE INC | 3570 | 325673 | COM |
| ISHARES TR | 3431 | 290452 | CORE MSCI TOTAL |
| ISHARES TR | 2365 | 287608 | CORE HIGH DV ETF |
| ISHARES TR | 2760 | 262537 | ESG AW MSCI EAFE |
| APPLE INC | 936 | 254729 | COM |
| ISHARES TR | 1559 | 220042 | SELECT DIVID ETF |
| CHEVRON CORP NEW | 1410 | 214898 | COM |
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