Sterling Wealth Advisors Inc
Sterling Wealth Advisors Inc reported 20 positions worth $184.0M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: DFAU (31.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $58.5M | 31.77% | 1,130,815 | — | — | |
| ▸ 2 | DFUS | SH | $25.9M | 14.08% | 316,052 | — | — | |
| ▸ 3 | DFSD | SH | $24.2M | 13.14% | 506,127 | — | — | |
| ▸ 4 | DFAI | SH | $15.7M | 8.53% | 380,607 | — | — | |
| ▸ 5 | DFCF | SH | $12.5M | 6.80% | 296,233 | — | — | |
| ▸ 6 | DFIC | SH | $11.0M | 6.00% | 296,104 | — | — | |
| ▸ 7 | DFAE | SH | $10.2M | 5.55% | 253,952 | — | — | |
| ▸ 8 | IDV | SH | $5.3M | 2.86% | 126,832 | — | — | |
| ▸ 9 | IVV | SH | $3.4M | 1.85% | 4,557 | — | — | |
| ▸ 10 | VIG | SH | $3.3M | 1.80% | 13,978 | — | — |
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Frequently Asked Questions
What stocks does Sterling Wealth Advisors Inc hold as of Q2 2026?
Sterling Wealth Advisors Inc reported 20 positions worth $184.0M in its Q2 2026 13F filing. Largest positions: DFAU (31.8%), DFUS (14.1%), DFSD (13.1%), DFAI (8.5%) and DFCF (6.8%).
What did Sterling Wealth Advisors Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sterling Wealth Advisors Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.