Sterling Investment Advisors, Ltd.
All 13F Filings
- Location
- Berwyn, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 606,405
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 232 | 606,405 | 13F-HR | Sterling Investment Advisors, Ltd. |
| Q2 2026 | 7/28/2026 | 228 | 598,697 | 13F-HR | Sterling Investment Advisors, Ltd. |
| Q1 2026 | 5/4/2026 | 215 | 552,357 | 13F-HR | Sterling Investment Advisors, Ltd. |
| Q4 2025 | 2/9/2026 | 213 | 542,910 | 13F-HR | Sterling Investment Advisors, Ltd. |
| Q3 2025 | 10/28/2025 | 202 | 513,858 | 13F-HR | Sterling Investment Advisors, Ltd. |
| Q2 2025 | 7/17/2025 | 182 | 456,088 | 13F-HR | Sterling Investment Advisors, Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 396.4 K | 65.4% | 10.96 K | 0 | 10.96 K |
| ETFs | 210 K | 34.6% | 0 | 3.258 K | -3.258 K |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
606,405
Holdings
232
QoQ value change ($000)
7,708
(1.3%)
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.