Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STERLING INVESTMENT ADVISORS LLC /ADV (CIK 1009198) reported $208.4M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($36.6M, 17.54%), IVV ($25.4M, 12.17%), IEMG ($18.6M, 8.91%), SGOV ($18.4M, 8.83%), VTV ($12.3M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $36.6M | 17.54% | 403,818 | Trimmed |
| 2 | IVV | ISHARES TR | $25.4M | 12.17% | 38,837 | Added |
| 3 | IEMG | ISHARES INC | $18.6M | 8.91% | 266,241 | Trimmed |
| 4 | SGOV | ISHARES TR | $18.4M | 8.83% | 182,763 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $12.3M | 5.89% | 62,554 | Added |
| 6 | LEMB | ISHARES INC | $11.3M | 5.41% | 276,144 | Added |
| 7 | IJH | ISHARES TR | $8.4M | 4.03% | 124,344 | Trimmed |
| 8 | QLTA | ISHARES TR | $8.2M | 3.94% | 172,566 | Added |
| 9 | STIP | ISHARES TR | $8.1M | 3.87% | 77,939 | Added |
| 10 | TIP | ISHARES TR | $7.0M | 3.35% | 63,188 | Added |
| 11 | ISTB | ISHARES TR | $6.9M | 3.29% | 141,580 | Added |
| 12 | ETHA | ISHARES ETHEREUM TR | $6.7M | 3.23% | 425,007 | Added |
| 13 | GNR | SPDR INDEX SHS FDS | $5.9M | 2.83% | 79,122 | Trimmed |
| 14 | IVE | ISHARES TR | $5.0M | 2.38% | 23,511 | Trimmed |
| 15 | IJR | ISHARES TR | $4.7M | 2.23% | 37,411 | Trimmed |
| 16 | HYG | ISHARES TR | $4.1M | 1.99% | 52,063 | Added |
| 17 | EFA | ISHARES TR | $4.1M | 1.96% | 41,999 | Trimmed |
| 18 | AGG | ISHARES TR | $3.8M | 1.81% | 38,054 | Added |
| 19 | IWM | ISHARES TR | $2.2M | 1.04% | 8,773 | Hold |
| 20 | AVGO | BROADCOM INC | $1.9M | 0.90% | 6,060 | Added |
| 21 | IVW | ISHARES TR | $1.1M | 0.52% | 9,519 | Added |
| 22 | WMT | WALMART INC | $1.1M | 0.51% | 8,524 | Added |
| 23 | IYR | ISHARES TR | $1.0M | 0.48% | 10,634 | Hold |
| 24 | IAU | ISHARES GOLD TR | $710,688 | 0.34% | 8,061 | Trimmed |
| 25 | STM | STMICROELECTRONICS N V | $504,072 | 0.24% | 14,589 | Added |
Source: SEC Form 13F filings · as of 2026-03-31