Institutional Fund
Sterling Wealth Advisors Inc
Plantation, FLCIK 19439375 filings on record
Portfolio Value
$175.36M
Q1 2026
Holdings
20
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+5.8%
from $165.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust30.6%
- Dimensional ETF Trust14.0%
- Dimensional ETF Trust13.7%
- Dimensional ETF Trust8.9%
- Dimensional ETF Trust6.6%
- Dimensional ETF Trust6.4%
- Other19.8%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.09M | $53.68M | 30.6% | −8.1K | Reduced |
| 2 | Dimensional ETF Trust | 317.1K | $24.51M | 14.0% | −866 | Reduced |
| 3 | Dimensional ETF Trust | 500.0K | $24.11M | 13.7% | +2.1K | Added |
| 4 | Dimensional ETF Trust | 374.1K | $15.55M | 8.9% | −3.2K | Reduced |
| 5 | Dimensional ETF Trust | 271.4K | $11.59M | 6.6% | +11.0K | Added |
| 6 | Dimensional ETF Trust | 296.3K | $11.21M | 6.4% | −405 | Reduced |
| 7 | Dimensional ETF Trust | 254.3K | $9.57M | 5.5% | +2.4K | Added |
| 8 | Ishares Tr | 129.1K | $5.71M | 3.3% | −7.1K | Reduced |
| 9 | Ishares Tr | 4.6K | $3.24M | 1.9% | −35 | Reduced |
| 10 | Vanguard Specialized Funds | 14.0K | $3.18M | 1.8% | 0 | Held |
10 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio