Sterling Investment Advisors, Ltd.
All 13F Filings
- Location
- Berwyn, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 552,357
- 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 |
|---|---|---|---|---|---|
| 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 | 352.8 K | 63.9% | 0 | 7.248 K | -7.248 K |
| ETFs | 199.6 K | 36.1% | 16.7 K | 0 | 16.7 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
552,357
Holdings
215
QoQ value change ($000)
9,447
(1.7%)
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.