Back to investors
STERLING WEALTH ADVISORS INC
STERLING WEALTH ADVISORS INC
Latest filing: 2026-06-30
STERLING WEALTH ADVISORS INC runs STERLING WEALTH ADVISORS INC and currently holds 20 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $183.99M. Their top holdings are DFAU, DFUS, DFSD, DFAI, DFCF. The top five represent 74.3% of reported portfolio weight. STERLING WEALTH ADVISORS INC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 8 existing positions. They trimmed 5 positions. Their current best-performing preview position is DFAE with returns of +16.88%.
Sign in to enable email alerts for this investor.
Showper page
20 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAU DIMENSIONAL ETF TRUST | 31.77% | $41.39 | $53.04 | +28.13% | Added +3.39% |
 DFUS DIMENSIONAL ETF TRUST | 14.08% | $63.62 | $83.66 | +31.49% | Trimmed -0.34% |
 DFSD DIMENSIONAL ETF TRUST | 13.14% | $46.91 | $47.31 | +0.85% | Added +1.22% |
 DFAI DIMENSIONAL ETF TRUST | 8.53% | $30.08 | $43.33 | +44.05% | Added +1.74% |
 DFCF DIMENSIONAL ETF TRUST | 6.80% | $42.00 | $41.48 | -1.24% | Added +9.15% |
 DFIC DIMENSIONAL ETF TRUST | 6.00% | $25.99 | $39.39 | +51.56% | Trimmed -0.07% |
 DFAE DIMENSIONAL ETF TRUST | 5.55% | $26.50 | $39.48 | +48.98% | Trimmed -0.15% |
 IDV ISHARES TR | 2.86% | $27.38 | $45.09 | +64.67% | Trimmed -1.78% |
 IVV ISHARES TR | 1.85% | $588.68 | $769.30 | +30.68% | Held |
 VIG VANGUARD SPECIALIZED FUNDS | 1.80% | $195.83 | $243.85 | +24.52% | Held |
Showing 1-10 of 20