STERLING INVESTMENT ADVISORS LLC /ADV
•CIK: 1009198•Filing: Q4 2025
STERLING INVESTMENT ADVISORS LLC /ADV manages $207M across a diversified portfolio of 39 holdings. The strategy exhibits notable allocations to international equities, evidenced by the top three positions: IEFA at $37.1M, IVV at $26.0M, and IEMG at $18.7M. Significant defensive positioning is maintained with $17.8M allocated to SGOV, alongside substantial exposure to sector-specific indices like VTV ($11.7M) and LEMB ($11.4M). This structure suggests a tactical blend of global growth capture and fixed-income ballast.
Total AUM
$206.6M
QoQ Performance
+2.3%
Positions
17
Top 10 Concentration
74.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IEFA
IVV
IEMG
SGOV
VTV
LEMB
IEFA17.9%
IVV12.6%
IEMG9.0%
SGOV8.6%
VTV5.7%
LEMB5.5%
IJH4.0%
QLTA3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.2%
ETF12.6%
Technology1.7%
Consumer0.5%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑21 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022