Q2 2026 13F · SEC CIK 1701132

Sterling Investment Advisors, Ltd.

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $598.7M
Reported positions: 225
Top holdings a year, 3 yrs: +24.4%
Assets under management: $229.3M

Sterling Investment Advisors, Ltd. is a wealth manager that reported 225 positions worth $598.7M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Apple Inc (AAPL, 6.3%), iShares Select Dividend ETF Total (DVY, 3.9%), Jpmorgan Flexible Debt ETF (JFLX, 3.8%). A portfolio copying its top holdings returned 24.4% a year over the last 3 years, against 20.4% for the S&P 500.

Sterling Investment Advisors, Ltd. holdings largest 50 of 225 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sterling Investment Advisors, Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.3%	6.1%	130,967	-1.2%	$37.9M
DVYiShares Select Dividend ETF Total	3.9%	3.8%	305,312	+14.8%	$23.5M
JFLXJpmorgan Flexible Debt ETF	3.8%	3.9%	452,085	+4.3%	$22.8M
GOOGLAlphabet Inc	3.1%	2.7%	51,497	-1.9%	$18.4M
CRWDCrowdstrike Hldgs Inc Class A	3.0%	1.7%	23,261	-5.0%	$17.8M
AMZNAmazon Com Inc Com	2.8%	2.7%	71,018	-1.7%	$16.9M
NVDANvidia Corporation Com	2.7%	2.5%	82,085	+1.8%	$16.4M
SPSMSpdr Series Trust	2.0%	1.8%	79,744	-0.8%	$11.8M
KMIKinder Morgan Inc Del Com	1.9%	2.5%	358,543	-14.4%	$11.5M
GMEDGlobus Med Inc	1.9%	2.2%	144,023	+0.0%	$11.4M
MSFTMicrosoft Corp	1.8%	1.9%	29,406	+1.8%	$11.0M
GSGoldman Sachs Group Inc	1.8%	1.7%	10,444	-3.2%	$10.6M
GDXVaneck Gold Miners ETF	1.7%	2.3%	135,538	-0.6%	$10.2M
GLDSpdr Gold Shares	1.6%	2.0%	115,207	+0.3%	$9.3M
JEPIJpmorgan Equity Premium Income ETF	1.4%	1.5%	147,147	+3.6%	$8.3M
COSTCostco Whsl Corp New	1.4%	1.7%	8,656	-7.7%	$8.1M
UTGReaves Util Income Fd	1.3%	1.4%	189,654	-1.4%	$7.7M
VRTVertiv Holdings Co	1.3%	1.0%	22,935	+0.4%	$7.7M
JPMJpmorgan Chase & Co	1.2%	1.2%	22,209	-4.5%	$7.3M
HDHome Depot Inc Com	1.2%	1.2%	20,262	+0.8%	$7.1M
VVisa Inc Com Cl A	1.2%	1.2%	20,668	-2.1%	$7.1M
LMTLockheed Martin Corp Com	1.2%	1.5%	13,908	+2.5%	$7.1M
JNJJohnson & Johnson	1.1%	1.2%	26,524	+0.0%	$6.7M
MUBIshares National Muni Bond ETF	1.1%	1.0%	62,389	+23.3%	$6.7M
AMLPAbrdn Physical Platinum Shares ETF	1.1%	1.3%	129,258	-6.4%	$6.7M
KKRKkr & Co Inc Cl A	1.0%	1.0%	67,986	+8.8%	$6.2M
GOOGAlphabet Inc	1.0%	0.9%	17,101	-3.7%	$6.0M
HOLAJ P Morgan Exchange Traded F	1.0%	1.0%	107,733	+3.1%	$6.0M
CWBSpdr Series Trust	1.0%	0.9%	53,987	-0.7%	$5.8M
BXBlackstone Inc Com	0.9%	0.7%	46,319	+47.7%	$5.5M
BIZDVaneck ETF Trust	0.9%	1.1%	421,475	-14.3%	$5.3M
WMTWalmart Inc	0.9%	1.1%	46,760	-5.3%	$5.3M
XOMExxon Mobil Corp	0.9%	1.2%	38,005	-0.2%	$5.2M
METAMeta Platforms Inc Class A	0.9%	1.0%	9,125	-4.6%	$5.1M
REMXVaneck ETF Trust	0.8%	0.8%	54,040	+2.6%	$4.8M
AMGNAmgen Inc Com	0.8%	0.8%	13,184	+2.1%	$4.8M
BOTZGlobal X Fds	0.8%	0.7%	125,015	+0.4%	$4.7M
TSLATesla Inc Com	0.8%	0.7%	11,141	+1.3%	$4.7M
CVXChevron Corp New	0.8%	1.2%	27,922	-9.6%	$4.6M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.8%	9,050	-3.4%	$4.5M
HRTSTema Heart & Health ETF	0.8%	0.8%	124,360	-5.2%	$4.5M
DEDeere & Co Com	0.7%	0.7%	6,964	-4.3%	$4.4M
78355W106Invesco S&P 500 Equal Weight ETF	0.7%	0.7%	19,949	-1.7%	$4.2M
TFCTruist Financial Ord Shs	0.7%	0.8%	84,841	-6.1%	$4.2M
PLTRPalantir Technologies Inclass Class A	0.7%	0.8%	34,002	+9.1%	$4.0M
MINOPimco ETF Tr	0.7%	—	85,925	—	$3.9M
CMICummins Inc	0.6%	—	5,385	—	$3.8M
MOATVaneck ETF Trust	0.6%	0.8%	36,574	-18.1%	$3.8M
CAHCardinal Health Inc	0.6%	0.6%	15,750	-5.8%	$3.7M
VPUVanguard World Fd	0.6%	0.7%	18,832	+0.0%	$3.7M

What Sterling Investment Advisors, Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +26.4% /yr; S&P 500 +20.1%
3 years: +24.4% /yr; S&P 500 +20.4%
5 years: +11.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$598.7M	225
Q1 2026	$552.4M	211
Q4 2025	$542.9M	208
Q3 2025	$513.9M	199
Q2 2025	$456.1M	182
Q1 2025	$416.5M	174
Q4 2024	$412.5M	161
Q3 2024	$394.6M	151
Q2 2024	$369.9M	137
Q1 2024	$355.7M	140
Q4 2023	$321.1M	134
Q3 2023	$286.5M	133

Questions about Sterling Investment Advisors, Ltd.'s portfolio

What stocks does Sterling Investment Advisors, Ltd. own?

Sterling Investment Advisors, Ltd.'s latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 225 positions worth $598.7M. The largest are Apple Inc (AAPL) at 6.3%, iShares Select Dividend ETF Total (DVY) at 3.9%, Jpmorgan Flexible Debt ETF (JFLX) at 3.8%, Alphabet Inc (GOOGL) at 3.1% and Crowdstrike Hldgs Inc Class A (CRWD) at 3.0%.

What did Sterling Investment Advisors, Ltd. buy last quarter?

In Q2 2026, Sterling Investment Advisors, Ltd. added Blackstone Inc Com (BX) (+47.7% shares), Ishares National Muni Bond ETF (MUB) (+23.3% shares) and iShares Select Dividend ETF Total (DVY) (+14.8% shares), compared with its Q1 2026 filing.

What did Sterling Investment Advisors, Ltd. sell last quarter?

In Q2 2026, Sterling Investment Advisors, Ltd. cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Vaneck Uranium and Nuclear ETF (NLR), Vaneck ETF Trust (MOAT) (-18.1% shares), Kinder Morgan Inc Del Com (KMI) (-14.4% shares) and Vaneck ETF Trust (BIZD) (-14.3% shares), compared with its Q1 2026 filing.

How has Sterling Investment Advisors, Ltd.'s portfolio performed?

A portfolio copying Sterling Investment Advisors, Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.4% against +20.1%. Over 5 years: +11.3% a year against +11.6%.

When is Sterling Investment Advisors, Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Sterling Investment Advisors, Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sterling Investment Advisors, Ltd. manage?

Sterling Investment Advisors, Ltd. reported $229.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $598.7M.