Sterling Wealth Advisors Inc: 13F holdings
CIK 19439372026Q2
| Positions | 20 |
|---|
| Reported value | $184.0m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 20 (+0 vs prior quarter) |
|---|
| Reported value | $184.0m (+4.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 1,130,815 | $58.5m | 31.8% |
| DFUS DIMENSIONAL ETF TRUST | 316,052 | $25.9m | 14.1% |
| DFSD DIMENSIONAL ETF TRUST | 506,127 | $24.2m | 13.1% |
| DFAI DIMENSIONAL ETF TRUST | 380,607 | $15.7m | 8.5% |
| DFCF DIMENSIONAL ETF TRUST | 296,233 | $12.5m | 6.8% |
| DFIC DIMENSIONAL ETF TRUST | 296,104 | $11.0m | 6.0% |
| DFAE DIMENSIONAL ETF TRUST | 253,952 | $10.2m | 5.5% |
| IDV ISHARES TR | 126,832 | $5.3m | 2.9% |
| IVV ISHARES TR | 4,557 | $3.4m | 1.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 13,978 | $3.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1943937")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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