STERLING INVESTMENT ADVISORS LLC /ADV
All 13F Filings
- Location
- Bolivar, MO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 227,528
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 39 | 227,528 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
| Q2 2026 | 7/9/2026 | 38 | 222,639 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
| Q1 2026 | 4/14/2026 | 40 | 208,418 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
| Q4 2025 | 1/14/2026 | 39 | 206,615 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
| Q3 2025 | 10/29/2025 | 39 | 201,914 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
| Q2 2025 | 7/10/2025 | 37 | 192,088 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.648 K | 2.5% | 0 | 303 | -303 |
| ETFs | 221.9 K | 97.5% | 5.192 K | 0 | 5.192 K |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
227,528
Holdings
39
QoQ value change ($000)
4,889
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.