Sterling Investment Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Sterling Investment Advisors LLC reported 39 stock positions worth $206.6 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 17.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 12.6%) and iShares Core MSCI Emerging (IEMG, 9.0%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 21 and reduced 9. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +2%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BOLIVAR, MO
- CIK
- 0001009198
- Portfolio Value
- $206.6M (Q4 2025)
- SEC Filing
- 0001009198-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 39 stocks · $206.6M
| IEFA iShares Core MSCI Eafe ETF | 17.95% | 414,484 | $37.1M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 12.56% | 37,890 | $26.0M | Add +0.7% |
| IEMG iShares Core MSCI Emerging | 9.05% | 278,150 | $18.7M | Reduce -2.0% |
| SGOV iShares 0-3 Month Treasury B | 8.64% | 177,782 | $17.8M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.68% | 61,465 | $11.7M | Add +1.8% |
| LEMB iShares JP Morgan Em Local C | 5.53% | 274,614 | $11.4M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 3.98% | 124,706 | $8.2M | Add +5.1% |
| QLTA iShares Aaa - A Rated Corpor | 3.93% | 168,719 | $8.1M | Add +4.0% |
| STIP iShares 0-5 Year Tips Bond E | 3.83% | 77,384 | $7.9M | Add +3.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.27% | 138,638 | $6.8M | Add +0.7% |
| TIP iShares Tips Bond ETF | 3.25% | 61,061 | $6.7M | Add +4.5% |
| ETHA iShares Ethereum Trust ETF | 3.04% | 279,953 | $6.3M | Add +25.5% |
| GNR State Street SPDR S&P Global | 2.66% | 88,296 | $5.5M | Reduce -1.4% |
| IVE iShares S&P 500 Value ETF | 2.46% | 23,979 | $5.1M | Reduce -6.0% |
| IJR iShares Core S&P Small-Cap E | 2.19% | 37,568 | $4.5M | Reduce -1.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.00% | 51,175 | $4.1M | Add +5.5% |
| EFA iShares MSCI Eafe ETF | 1.97% | 42,399 | $4.1M | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 1.77% | 36,644 | $3.7M | Add +13.3% |
| IWM iShares Russell 2000 ETF | 1.05% | 8,773 | $2.2M | Add +6.9% |
| AVGO Broadcom Inc. | 1.01% | 6,046 | $2.1M | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 0.55% | 9,190 | $1.1M | Reduce -4.3% |
| IYR iShares US Real Estate ETF | 0.48% | 10,634 | $998K | Add +14.4% |
| WMT Walmart Inc. | 0.46% | 8,511 | $948K | No change |
| IAU iShares Gold Trust | 0.32% | 8,071 | $655K | Reduce -19.2% |
| NVDA Nvidia Corp. | 0.23% | 2,516 | $469K | No change |
| MSFT Microsoft Corp. | 0.19% | 817 | $395K | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 6,231 | $389K | Reduce -4.4% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 2,593 | $386K | Add +12.0% |
| IYW iShares Ustechnology ETF | 0.18% | 1,898 | $379K | Reduce -10.3% |
| STM Stmicroelectronics NV-NY SHS | 0.18% | 14,557 | $378K | New |
| WEC WEC Energy Group Inc. | 0.17% | 3,262 | $344K | No change |
| META Meta Platforms Inc. Class A | 0.16% | 513 | $339K | No change |
| ORLY O'reilly Automotive Inc. | 0.16% | 3,570 | $326K | Reduce -6.7% |
| IXUS iShares Core Intl Stock ETF | 0.14% | 3,431 | $290K | Add +9.5% |
| HDV iShares Core High Dividend E | 0.14% | 2,365 | $288K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.13% | 2,760 | $263K | Add +3.3% |
| AAPL Apple Inc. | 0.12% | 936 | $255K | No change |
| DVY iShares Select Dividend ETF | 0.11% | 1,559 | $220K | No change |
| CVX Chevron Corp. | 0.10% | 1,410 | $215K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| IEMG iShares Core MSCI Emerging | Reduce -2.0% | 9.05% | −0.22 |
| IVE iShares S&P 500 Value ETF | Reduce -6.0% | 2.46% | −0.15 |
| T AT&T Inc. | Sold out | 0.00% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 2.19% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -6.7% | 0.16% | −0.05 |
| IAU iShares Gold Trust | Reduce -19.2% | 0.32% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.3% | 0.55% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -10.3% | 0.18% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.4% | 0.19% | −0.01 |
| GNR State Street SPDR S&P Global | Reduce -1.4% | 2.66% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| IEFA iShares Core MSCI Eafe ETF | Add +1.6% | 17.95% | +0.31 |
| STM Stmicroelectronics NV-NY SHS | New | 0.18% | +0.18 |
| AGG iShares Core U.S. Aggregate | Add +13.3% | 1.77% | +0.17 |
| IJH iShares Core S&P Midcap ETF | Add +5.1% | 3.98% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +0.7% | 12.56% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.8% | 5.68% | +0.07 |
| IWM iShares Russell 2000 ETF | Add +6.9% | 1.05% | +0.06 |
| LEMB iShares JP Morgan Em Local C | Add +2.4% | 5.53% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +5.5% | 2.00% | +0.05 |
| IYR iShares US Real Estate ETF | Add +14.4% | 0.48% | +0.04 |
| QLTA iShares Aaa - A Rated Corpor | Add +4.0% | 3.93% | +0.03 |
| TIP iShares Tips Bond ETF | Add +4.5% | 3.25% | +0.03 |
| AVGO Broadcom Inc. | Add +0.2% | 1.01% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +12.0% | 0.19% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.8% | 3.83% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +0.3% | 1.97% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +9.5% | 0.14% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +3.3% | 0.13% | +0.00 |
| MSFT Microsoft Corp. | Add +0.3% | 0.19% | −0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +0.7% | 3.27% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Add +1.1% | 8.64% | −0.13 |
| ETHA iShares Ethereum Trust ETF | Add +25.5% | 3.04% | −0.44 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 38 | $222.6M | IEFA, IVV, IEMG, SGOV, VTV |
| Q1 2026 | 40 | $208.4M | IEFA, IVV, IEMG, SGOV, VTV |
| Q4 2025 | 39 | $206.6M | IEFA, IVV, IEMG, SGOV, VTV |
| Q3 2025 | 39 | $201.9M | IEFA, IVV, IEMG, SGOV, VTV |
| Q2 2025 | 37 | $192.1M | IEFA, IVV, IEMG, SGOV, LEMB |
| Q1 2025 | 35 | $177.7M | IEFA, IVV, IEMG, SGOV, LEMB |
| Q4 2024 | 37 | $171.2M | IEFA, IVV, IEMG, SGOV, VTV |
| Q3 2024 | 34 | $177.8M | IEFA, IVV, IEMG, SGOV, VTV |
| Q2 2024 | 33 | $163.8M | IEFA, IVV, IEMG, SGOV, VTV |
| Q1 2024 | 33 | $170.6M | IEFA, IVV, IEMG, SGOV, VTV |