Sterling Wealth Advisors Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Sterling Wealth Advisors Inc reported 20 stock positions worth $165.7 million. Its top holding was Dimensional US Core Equity M (DFAU) at 31.1% of the portfolio, followed by Dimensional Short Duration (DFSD, 14.4%) and Dimensional US Eq MKT ETF (DFUS, 14.2%). Compared with Q3 2025, it added to 8 and reduced 9. The biggest buy was Dimensional Core Fixed (DFCF, shares +47%) and the biggest sale Dimensional Short Duration (DFSD, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- PLANTATION, FL
- CIK
- 0001943937
- Portfolio Value
- $165.7M (Q4 2025)
- SEC Filing
- 0001943937-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 20 stocks · $165.7M
| DFAU Dimensional US Core Equity M | 31.12% | 1,101,841 | $51.6M | Add +4.6% |
| DFSD Dimensional Short Duration | 14.41% | 497,906 | $23.9M | Reduce -3.8% |
| DFUS Dimensional US Eq MKT ETF | 14.24% | 317,997 | $23.6M | Add +0.1% |
| DFAI Dimensional International Co. | 8.68% | 377,335 | $14.4M | Reduce -0.7% |
| DFCF Dimensional Core Fixed Inc. | 6.69% | 260,373 | $11.1M | Add +46.7% |
| DFIC Dimensional International Co. | 6.17% | 296,729 | $10.2M | Reduce -9.0% |
| DFAE Dimensional Emerging Core Eq | 4.95% | 251,922 | $8.2M | Add +12.3% |
| IDV iShares International Select | 3.24% | 136,196 | $5.4M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 1.90% | 4,592 | $3.1M | Reduce -2.8% |
| VIG Vanguard Dividend Apprec ETF | 1.85% | 13,978 | $3.1M | Reduce -9.3% |
| DGRO iShares Core Dividend Growth | 1.29% | 30,897 | $2.1M | No change |
| DFGR Dim Global Real Estate ETF | 1.26% | 79,018 | $2.1M | Add +34.0% |
| DFAC Dimensional US Core Equity 2 | 1.25% | 52,427 | $2.1M | Add +39.6% |
| DFAX Dimensional World Ex US Core | 0.82% | 41,595 | $1.4M | Add +26.0% |
| DFEM Dimensional Emrg MRKT Core | 0.55% | 27,542 | $911K | Reduce -2.7% |
| DFNM Dimensional National Muni BD | 0.54% | 18,462 | $889K | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 3,316 | $855K | No change |
| SCHV Schwab US Large-Cap Value | 0.19% | 10,780 | $319K | Reduce -14.8% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 1,892 | $272K | No change |
| DFUV Dimensional US Marketwide Va | 0.15% | 5,505 | $256K | Reduce -11.9% |
Portfolio Sells Q3 2025 → Q4 2025
| DFSD Dimensional Short Duration | Reduce -3.8% | 14.41% | −1.60 |
| DFIC Dimensional International Co. | Reduce -9.0% | 6.17% | −0.67 |
| VIG Vanguard Dividend Apprec ETF | Reduce -9.3% | 1.85% | −0.27 |
| DFAI Dimensional International Co. | Reduce -0.7% | 8.68% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -2.8% | 1.90% | −0.11 |
| SCHV Schwab US Large-Cap Value | Reduce -14.8% | 0.19% | −0.04 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.7% | 0.55% | −0.04 |
| DFUV Dimensional US Marketwide Va | Reduce -11.9% | 0.15% | −0.02 |
| IDV iShares International Select | Reduce -0.3% | 3.24% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| DFCF Dimensional Core Fixed Inc. | Add +46.7% | 6.69% | +1.80 |
| DFAU Dimensional US Core Equity M | Add +4.6% | 31.12% | +0.53 |
| DFAE Dimensional Emerging Core Eq | Add +12.3% | 4.95% | +0.37 |
| DFAC Dimensional US Core Equity 2 | Add +39.6% | 1.25% | +0.34 |
| DFGR Dim Global Real Estate ETF | Add +34.0% | 1.26% | +0.23 |
| DFAX Dimensional World Ex US Core | Add +26.0% | 0.82% | +0.16 |
| DFNM Dimensional National Muni BD | Add +0.0% | 0.54% | −0.03 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 14.24% | −0.40 |
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 |