Sterling Wealth Advisors Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Sterling Wealth Advisors Inc reported 18 stock positions worth $127.5 million. Its top holding was Dimensional US Core Equity M (DFAU) at 30.2% of the portfolio, followed by Dimensional Short Duration (DFSD, 18.7%) and Dimensional US Eq MKT ETF (DFUS, 15.3%).
- Most Recent 13F
- Q2 2026
- Location
- PLANTATION, FL
- CIK
- 0001943937
- Portfolio Value
- $127.5M (Q4 2024)
- SEC Filing
- 0001085146-25-000525 ↗ filed Jan 28, 2025
Holdings Value
Holdings 18 stocks · $127.5M
| DFAU Dimensional US Core Equity M | 30.16% | 949,403 | $38.4M | — |
| DFSD Dimensional Short Duration | 18.70% | 508,557 | $23.8M | — |
| DFUS Dimensional US Eq MKT ETF | 15.33% | 306,475 | $19.5M | — |
| DFAI Dimensional International Co. | 8.09% | 353,269 | $10.3M | — |
| DFIC Dimensional International Co. | 6.13% | 302,157 | $7.8M | — |
| DFCF Dimensional Core Fixed Inc. | 4.28% | 132,244 | $5.5M | — |
| DFAE Dimensional Emerging Core Eq | 4.18% | 210,010 | $5.3M | — |
| IDV iShares International Select | 3.07% | 142,891 | $3.9M | — |
| VIG Vanguard Dividend Apprec ETF | 2.52% | 16,376 | $3.2M | — |
| IVV iShares Core S&P 500 ETF | 2.34% | 5,057 | $3.0M | — |
| DGRO iShares Core Dividend Growth | 1.54% | 32,097 | $2.0M | — |
| DFAR Dimensional US Real Est ETF | 1.20% | 65,619 | $1.5M | — |
| DFNM Dimensional National Muni BD | 0.67% | 17,946 | $857K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.62% | 3,308 | $795K | — |
| DFEM Dimensional Emrg MRKT Core | 0.51% | 24,636 | $645K | — |
| SCHV Schwab US Large-Cap Value | 0.26% | 12,660 | $330K | — |
| VYM Vanguard High DVD Yield ETF | 0.21% | 2,076 | $265K | — |
| DFUV Dimensional US Marketwide Va | 0.20% | 6,250 | $256K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $184.0M | DFAU, DFUS, DFSD, DFAI, DFCF |
| Q1 2026 | 20 | $175.4M | DFAU, DFUS, DFSD, DFAI, DFCF |
| Q4 2025 | 20 | $165.7M | DFAU, DFSD, DFUS, DFAI, DFCF |
| Q3 2025 | 20 | $156.7M | DFAU, DFSD, DFUS, DFAI, DFIC |
| Q2 2025 | 18 | $141.3M | DFAU, DFSD, DFUS, DFAI, DFIC |
| Q1 2025 | 18 | $129.8M | DFAU, DFSD, DFUS, DFAI, DFIC |
| Q4 2024 | 18 | $127.5M | DFAU, DFSD, DFUS, DFAI, DFIC |