Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Sterling Wealth Advisors Inc 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: Sterling Wealth Advisors Inc 13F Holdings (2026-03-31)
Creator: ko.io

Sterling Wealth Advisors Inc (CIK 1943937) reported $175.4M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($53.7M, 30.61%), DFUS ($24.5M, 13.98%), DFSD ($24.1M, 13.75%), DFAI ($15.5M, 8.87%), DFCF ($11.6M, 6.61%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	DFAU	DIMENSIONAL ETF TRUST	$53.7M	30.61%	1.1M	Trimmed
2	DFUS	DIMENSIONAL ETF TRUST	$24.5M	13.98%	317,131	Trimmed
3	DFSD	DIMENSIONAL ETF TRUST	$24.1M	13.75%	500,013	Added
4	DFAI	DIMENSIONAL ETF TRUST	$15.5M	8.87%	374,114	Trimmed
5	DFCF	DIMENSIONAL ETF TRUST	$11.6M	6.61%	271,406	Added
6	DFIC	DIMENSIONAL ETF TRUST	$11.2M	6.39%	296,324	Trimmed
7	DFAE	DIMENSIONAL ETF TRUST	$9.6M	5.45%	254,342	Added
8	IDV	ISHARES TR	$5.7M	3.26%	129,126	Trimmed
9	IVV	ISHARES TR	$3.2M	1.85%	4,557	Trimmed
10	VIG	VANGUARD SPECIALIZED FUNDS	$3.2M	1.81%	13,978	Hold
11	DFAC	DIMENSIONAL ETF TRUST	$2.6M	1.51%	62,838	Added
12	DFGR	DIMENSIONAL ETF TRUST	$2.3M	1.31%	79,101	Added
13	DGRO	ISHARES TR	$2.3M	1.29%	30,897	Hold
14	DFAX	DIMENSIONAL ETF TRUST	$2.0M	1.15%	54,785	Added
15	DFEM	DIMENSIONAL ETF TRUST	$1.1M	0.60%	27,543	Added
16	DFNM	DIMENSIONAL ETF TRUST	$924,564	0.53%	19,103	Added
17	VB	VANGUARD INDEX FDS	$901,635	0.51%	3,151	Trimmed
18	SCHV	SCHWAB STRATEGIC TR	$345,930	0.20%	10,780	Hold
19	VYM	VANGUARD WHITEHALL FDS	$293,411	0.17%	1,892	Hold
20	DFUV	DIMENSIONAL ETF TRUST	$280,865	0.16%	5,505	Hold

Source: SEC Form 13F filings · as of 2026-03-31