Sterling Wealth Advisors Inc
CIK 1943937 · Holdings on Jun 30, 2026 · First reported Jul 23, 2026
Top ten holdings
Q2 2026- DFAU31.77%
- DFUS14.08%
- DFSD13.14%
- DFAI8.53%
- DFCF6.80%
- DFIC6.00%
- DFAE5.55%
- IDV2.86%
- IVV1.85%
- VIG1.80%
Share classes counted separately92.38%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAUWeight increased · +1.16 pp30.61% → 31.77%Shares +37.09K (+3.39%)
- DFSDWeight decreased · -0.61 pp13.75% → 13.14%Shares +6.11K (+1.22%)
- IDVWeight decreased · -0.40 pp3.26% → 2.86%Shares -2.29K (-1.78%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $58.45M | 31.77% | 1.13M shares | 30.61% → 31.77%+1.16 pp +37.09K (+3.39%) | Added | ↗▾ |
| 02 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUI MARK ETF View history and evidence | $25.90M | 14.08% | 316.05K shares | 13.98% → 14.08%+0.10 pp -1.08K (-0.34%) | Reduced | ↗▾ |
| 03 | DFSDDIMENSIONAL SHORT DURATIONSHOR DUR FIX ETF View history and evidence | $24.17M | 13.14% | 506.13K shares | 13.75% → 13.14%-0.61 pp +6.11K (+1.22%) | Added | ↗▾ |
| 04 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $15.70M | 8.53% | 380.61K shares | 8.87% → 8.53%-0.34 pp +6.49K (+1.74%) | Added | ↗▾ |
| 05 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $12.50M | 6.80% | 296.23K shares | 6.61% → 6.80%+0.19 pp +24.83K (+9.15%) | Added | ↗▾ |
| 06 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $11.03M | 6.00% | 296.10K shares | 6.39% → 6.00%-0.39 pp -220 (-0.07%) | Reduced | ↗▾ |
| 07 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $10.21M | 5.55% | 253.95K shares | 5.45% → 5.55%+0.10 pp -390 (-0.15%) | Reduced | ↗▾ |
| 08 | IDVISHARES INTERNATIONAL SELECTINTL SEL DIV ETF View history and evidence | $5.25M | 2.86% | 126.83K shares | 3.26% → 2.86%-0.40 pp -2.29K (-1.78%) | Reduced | ↗▾ |
| 09 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $3.41M | 1.85% | 4.56K shares | 1.85% → 1.85%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $3.31M | 1.80% | 13.98K shares | 1.81% → 1.80%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1943937 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 183990848
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