13F Filings History of Sterling Wealth Advisors Inc

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$165,681,442
Signature - Title
Elizabeth Barrett - Chief Compliance Officer
Location
Plantation, FL
Summary
This page shows a list of all the recent 13F filings made by Sterling Wealth Advisors Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Wealth Advisors Inc reported 20 stock holdings with total value $165,681,442 as of Q4 2025. Top holdings included DFAU, DFSD, DFUS, DFAI, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 20 $165,681,442 +$8,116,022 -$2,607,594 +$5,508,428 DFAU, DFSD, DFUS, DFAI, DFCF 13F-HR 23 Jan 2026, 18:46
Q3 2025 20 $156,702,089 +$9,424,572 -$1,429,913 +$7,994,659 DFAU, DFSD, DFUS, DFAI, DFIC 13F-HR 22 Oct 2025, 12:26
Q2 2025 18 $141,330,760 +$3,934,736 -$3,429,590 +$505,146 DFAU, DFSD, DFUS, DFAI, DFIC 13F-HR 16 Jul 2025, 17:49
Q1 2025 18 $129,760,915 +$3,861,980 -$815,550 +$3,046,430 DFAU, DFSD, DFUS, DFAI, DFIC 13F-HR 12 May 2025, 17:57
Q4 2024 18 $127,470,786 $0 $0 $0 DFAU, DFSD, DFUS, DFAI, DFIC 13F-HR 28 Jan 2025, 12:20