Sterling Wealth Advisors Inc

Q1 2026 13F-HR Holdings

Location
Plantation, FL
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$175,362
Net value change ($000)
+9,681 (5.8%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAU 2,114 4.1%
DFAE 1,361 16.6%
DFAI 1,168 8.1%
DFIC 988 9.7%
DFUS 928 3.9%
DFAX 651 47.8%
DFAC 571 27.5%
DFCF 505 4.6%
IDV 340 6.3%
DFSD 231 1.0%
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type