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CIK: 0001943937
Total reported value
$184.0M
$184.0M
20 檔
65.5%
As reported in its official Q3 2025 Form 13F filing, Sterling Wealth Advisors Inc's tracked investment portfolio stood at $184.0M with 20 total positions.
In Q3 2025, Sterling Wealth Advisors Inc displayed an active expansion posture, initiating 3 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 30.59% | +1.16% | +2.36% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 16.01% | -0.61% | -0.12% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 14.64% | +0.10% | +2.02% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 8.88% | -0.34% | +10.10% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 6.84% | -0.39% | — | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.89% | +0.19% | +38.69% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.58% | +0.10% | +5.02% | |
| 8 | IDV | Ishares International Select | ETF-Other | 3.21% | -0.40% | -0.61% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.12% | -0.01% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | — | — | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.34% | -0.02% | — | |
| 12 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.03% | -0.05% | — | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.92% | +0.18% | — | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.66% | +0.10% | — | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.59% | — | +0.01% | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.57% | -0.02% | +2.07% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.01% | — | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | — | — | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.18% | — | — | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.17% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | +2.8% | +2.36% | Add |
| 2 | DFCF | Dimensional Core Fixed Inc | +0.8% | +38.69% | Add |
| 3 | DFAE | Dimensional Emerging Core Eq | +0.3% | +5.02% | Add |
| 4 | DFAI | Dimensional International Co | +0.2% | +10.10% | Add |
| 5 | DFEM | Dimensional Emrg Mrkt Core | 0% | +0.01% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 7 | DFUV | Dimensional US Marketwide Va | 0% | — | Unchanged |
| 8 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 9 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 10 | DFNM | Dimensional National Muni Bd | -0.1% | +2.07% | Add |
| 11 | IDV | Ishares International Select | -0.1% | -0.61% | Trim |
| 12 | DFIC | Dimensional International Co | -0.1% | — | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | -0.2% | — | Trim |
| 14 | DGRO | Ishares Core Dividend Growth | -0.2% | — | Trim |
| 15 | VIG | Vanguard Dividend Apprec ETF | -0.3% | — | Trim |
| 16 | DFUS | Dimensional US Eq Mkt ETF | -1.2% | +2.02% | Trim |
| 17 | DFSD | Dimensional Short Duration | -3.2% | -0.12% | Trim |
| 18 | DFGR | Dim Global Real Estate ETF | — | NEW | New buy |
| 19 | DFAR | Dimensional US Real Est ETF | — | EXIT | Sold out |
| 20 | DFAC | Dimensional US Core Equity 2 | — | NEW | New buy |
| 21 | DFAX | Dimensional World Ex US Core | — | NEW | New buy |
According to official SEC Form 13F filings, Sterling Wealth Advisors Inc reported a total U.S. public equity portfolio value of $184.0M across 20 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFSD, DFUS) accounted for 65.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFGR
市值: $1.6M
Top Position Liquidated / Trimmed
DFAR
前期市值: $1.6M
During Q3 2025, Sterling Wealth Advisors Inc's top holdings by market value included DFAU (30.6%)、DFSD (16.0%)、DFUS (14.6%). The largest single position, DFAU, represented 30.6% of total portfolio value.
In Q3 2025, Sterling Wealth Advisors Inc made 17 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 6 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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