Sterling Wealth Advisors Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Sterling Wealth Advisors Inc reported 18 stock positions worth $129.8 million. Its top holding was Dimensional US Core Equity M (DFAU) at 27.8% of the portfolio, followed by Dimensional Short Duration (DFSD, 19.2%) and Dimensional US Eq MKT ETF (DFUS, 15.8%). Compared with Q4 2024, it added to 9 and reduced 6. The biggest buy was Dimensional International (DFIC, shares +8%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PLANTATION, FL
- CIK
- 0001943937
- Portfolio Value
- $129.8M (Q1 2025)
- SEC Filing
- 0001085146-25-002990 ↗ filed May 13, 2025
Holdings Value
Holdings 18 stocks · $129.8M
| DFAU Dimensional US Core Equity M | 27.84% | 939,633 | $36.1M | Reduce -1.0% |
| DFSD Dimensional Short Duration | 19.23% | 525,014 | $24.9M | Add +3.2% |
| DFUS Dimensional US Eq MKT ETF | 15.81% | 339,279 | $20.5M | Add +10.7% |
| DFAI Dimensional International Co. | 8.66% | 359,766 | $11.2M | Add +1.8% |
| DFIC Dimensional International Co. | 6.97% | 325,826 | $9.0M | Add +7.8% |
| DFAE Dimensional Emerging Core Eq | 4.29% | 215,177 | $5.6M | Add +2.5% |
| DFCF Dimensional Core Fixed Inc. | 4.12% | 127,094 | $5.3M | Reduce -3.9% |
| IDV iShares International Select | 3.33% | 139,375 | $4.3M | Reduce -2.5% |
| VIG Vanguard Dividend Apprec ETF | 2.39% | 16,013 | $3.1M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 2.19% | 5,057 | $2.8M | No change |
| DGRO iShares Core Dividend Growth | 1.53% | 32,188 | $2.0M | Add +0.3% |
| DFAR Dimensional US Real Est ETF | 1.22% | 66,581 | $1.6M | Add +1.5% |
| DFNM Dimensional National Muni BD | 0.64% | 17,522 | $834K | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 3,316 | $735K | Add +0.2% |
| DFEM Dimensional Emrg MRKT Core | 0.56% | 27,347 | $724K | Add +11.0% |
| SCHV Schwab US Large-Cap Value | 0.26% | 12,660 | $337K | No change |
| DFUV Dimensional US Marketwide Va | 0.20% | 6,250 | $258K | No change |
| VYM Vanguard High DVD Yield ETF | 0.19% | 1,892 | $244K | Reduce -8.9% |
Portfolio Sells Q4 2024 → Q1 2025
| DFAU Dimensional US Core Equity M | Reduce -1.0% | 27.84% | −2.32 |
| DFCF Dimensional Core Fixed Inc. | Reduce -3.9% | 4.12% | −0.16 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.2% | 2.39% | −0.12 |
| DFNM Dimensional National Muni BD | Reduce -2.4% | 0.64% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -8.9% | 0.19% | −0.02 |
| IDV iShares International Select | Reduce -2.5% | 3.33% | +0.26 |
Portfolio Buys Q4 2024 → Q1 2025
| DFIC Dimensional International Co. | Add +7.8% | 6.97% | +0.85 |
| DFAI Dimensional International Co. | Add +1.8% | 8.66% | +0.57 |
| DFSD Dimensional Short Duration | Add +3.2% | 19.23% | +0.52 |
| DFUS Dimensional US Eq MKT ETF | Add +10.7% | 15.81% | +0.49 |
| DFAE Dimensional Emerging Core Eq | Add +2.5% | 4.29% | +0.11 |
| DFEM Dimensional Emrg MRKT Core | Add +11.0% | 0.56% | +0.05 |
| DFAR Dimensional US Real Est ETF | Add +1.5% | 1.22% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +0.3% | 1.53% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.2% | 0.57% | −0.06 |
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 |