Sterling Wealth Advisors Inc
All 13F Filings
- Location
- Plantation, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 175,362
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 20 | 175,362 | 13F-HR | Sterling Wealth Advisors Inc |
| Q4 2025 | 1/26/2026 | 20 | 165,681 | 13F-HR | Sterling Wealth Advisors Inc |
| Q3 2025 | 10/22/2025 | 20 | 156,702 | 13F-HR | Sterling Wealth Advisors Inc |
| Q2 2025 | 7/17/2025 | 18 | 141,331 | 13F-HR | Sterling Wealth Advisors Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 0 | 0.0% | 0 | 152 K | -152 K |
| ETFs | 175.4 K | 100.0% | 161.7 K | 0 | 161.7 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
175,362
Holdings
20
QoQ value change ($000)
9,681
(5.8%)
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.