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CIK: 0001009198
Total reported value
$222.6M
$222.6M
39 檔
50.0%
In Q4 2025, Sterling Investment Advisors LLC /adv's U.S. equity holdings reached a combined market value of $222.6M, distributed across 39 disclosed stock positions.
In Q4 2025, Sterling Investment Advisors LLC /adv displayed an active expansion posture, initiating 1 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 17.95% | +0.34% | +1.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.56% | +0.76% | +0.70% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 9.05% | +0.45% | -2.05% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.64% | -0.30% | +1.15% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.68% | +0.27% | +1.76% | |
| 6 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 5.53% | -0.03% | +2.36% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.98% | +0.18% | +5.12% | |
| 8 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 3.93% | -0.09% | +4.02% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.83% | -0.18% | +3.81% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.27% | -0.15% | +0.67% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.25% | -0.11% | +4.47% | |
| 12 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 3.04% | -0.88% | +25.49% | |
| 13 | GNR | State Street Spdr S&p Global | ETF-Other | 2.66% | -0.38% | -1.43% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.46% | -0.04% | -5.99% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.19% | +0.25% | -1.18% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.00% | -0.01% | +5.53% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.97% | +0.02% | +0.26% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.77% | +0.01% | +13.30% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.05% | +0.01% | +6.94% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.13% | +0.18% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | -4.31% | |
| 22 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.48% | +0.02% | +14.44% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.07% | — | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 0.32% | -0.07% | -19.20% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | -0.02% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.01% | +0.25% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.19% | +0.01% | -4.39% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | +0.01% | +12.01% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.18% | +0.03% | -10.26% | |
| 30 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 0.18% | +0.25% | — | |
| 31 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.17% | -0.18% | EXIT | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.01% | — | |
| 33 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.16% | -0.01% | -6.72% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.14% | +0.01% | +9.51% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-Other | 0.14% | — | — | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.13% | +0.01% | +3.29% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.12% | — | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.11% | — | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.10% | -0.14% | EXIT |
According to official SEC Form 13F filings, Sterling Investment Advisors LLC /adv reported a total U.S. public equity portfolio value of $222.6M across 39 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IVV, IEMG) accounted for 50.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
STM
市值: $377.6K
Top Position Liquidated / Trimmed
T
前期市值: $229.5K
During Q4 2025, Sterling Investment Advisors LLC /adv's top holdings by market value included IEFA (17.9%)、IVV (12.6%)、IEMG (9.1%). The largest single position, IEFA, represented 17.9% of total portfolio value.
In Q4 2025, Sterling Investment Advisors LLC /adv made 32 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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