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STERLING WEALTH ADVISORS INC 13F portfolio summary

STERLING WEALTH ADVISORS INC of STERLING WEALTH ADVISORS INC has 20 current stock holdings with a reported portfolio value of $175.4M. The portfolio 1 year return is +15.51%. Top holdings include DFAU (30.61%), DFUS (13.98%), DFSD (13.75%), DFAI (8.87%), DFCF (6.61%).

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STERLING WEALTH ADVISORS INC

STERLING WEALTH ADVISORS INC
Latest filing: 2026-03-31

STERLING WEALTH ADVISORS INC runs STERLING WEALTH ADVISORS INC and currently holds 20 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $175.36M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. STERLING WEALTH ADVISORS INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, STERLING WEALTH ADVISORS INC's portfolio at STERLING WEALTH ADVISORS INC has delivered returns of +15.51%. Their 3-year annualized return is +14.82%. Looking at the 5-year horizon, STERLING WEALTH ADVISORS INC has achieved +14.82% annualized returns at STERLING WEALTH ADVISORS INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.51%
#0/1000
3 Year
+14.82%
#0/1000
5 Year
+14.82%
#0/1000

Portfolio Value

$175.36M

Alpha Score

13.4

#0 of 1000

Holdings

20

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change