Sterling Wealth Advisors Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Sterling Wealth Advisors Inc reported 20 stock positions worth $175.4 million. Its top holding was Dimensional US Core Equity M (DFAU) at 30.6% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 14.0%) and Dimensional Short Duration (DFSD, 13.7%). Compared with Q4 2025, it added to 8 and reduced 7. The biggest buy was Dimensional Emerging Core Eq (DFAE, shares +1%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PLANTATION, FL
- CIK
- 0001943937
- Portfolio Value
- $175.4M (Q1 2026)
- SEC Filing
- 0001943937-26-000003 ↗ filed Apr 23, 2026
Holdings Value
Holdings 20 stocks · $175.4M
| DFAU Dimensional US Core Equity M | 30.61% | 1,093,723 | $53.7M | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 13.98% | 317,131 | $24.5M | Reduce -0.3% |
| DFSD Dimensional Short Duration | 13.75% | 500,013 | $24.1M | Add +0.4% |
| DFAI Dimensional International Co. | 8.87% | 374,114 | $15.5M | Reduce -0.8% |
| DFCF Dimensional Core Fixed Inc. | 6.61% | 271,406 | $11.6M | Add +4.2% |
| DFIC Dimensional International Co. | 6.39% | 296,324 | $11.2M | Reduce -0.1% |
| DFAE Dimensional Emerging Core Eq | 5.45% | 254,342 | $9.6M | Add +1.0% |
| IDV iShares International Select | 3.26% | 129,126 | $5.7M | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 1.85% | 4,557 | $3.2M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 1.81% | 13,978 | $3.2M | No change |
| DFAC Dimensional US Core Equity 2 | 1.51% | 62,838 | $2.6M | Add +19.9% |
| DFGR Dim Global Real Estate ETF | 1.31% | 79,101 | $2.3M | Add +0.1% |
| DGRO iShares Core Dividend Growth | 1.29% | 30,897 | $2.3M | No change |
| DFAX Dimensional World Ex US Core | 1.15% | 54,785 | $2.0M | Add +31.7% |
| DFEM Dimensional Emrg MRKT Core | 0.60% | 27,543 | $1.1M | Add +0.0% |
| DFNM Dimensional National Muni BD | 0.53% | 19,103 | $925K | Add +3.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.51% | 3,151 | $902K | Reduce -5.0% |
| SCHV Schwab US Large-Cap Value | 0.20% | 10,780 | $346K | No change |
| VYM Vanguard High DVD Yield ETF | 0.17% | 1,892 | $293K | No change |
| DFUV Dimensional US Marketwide Va | 0.16% | 5,505 | $281K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| DFAU Dimensional US Core Equity M | Reduce -0.7% | 30.61% | −0.51 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.3% | 13.98% | −0.26 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 1.85% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.0% | 0.51% | −0.00 |
| IDV iShares International Select | Reduce -5.2% | 3.26% | +0.01 |
| DFAI Dimensional International Co. | Reduce -0.8% | 8.87% | +0.19 |
| DFIC Dimensional International Co. | Reduce -0.1% | 6.39% | +0.22 |
Portfolio Buys Q4 2025 → Q1 2026
| DFAE Dimensional Emerging Core Eq | Add +1.0% | 5.45% | +0.50 |
| DFAX Dimensional World Ex US Core | Add +31.7% | 1.15% | +0.33 |
| DFAC Dimensional US Core Equity 2 | Add +19.9% | 1.51% | +0.26 |
| DFEM Dimensional Emrg MRKT Core | Add +0.0% | 0.60% | +0.05 |
| DFGR Dim Global Real Estate ETF | Add +0.1% | 1.31% | +0.05 |
| DFNM Dimensional National Muni BD | Add +3.5% | 0.53% | −0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +4.2% | 6.61% | −0.08 |
| DFSD Dimensional Short Duration | Add +0.4% | 13.75% | −0.66 |
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 |