Data as of Q4 2025 (Dec 31, 2025)

Sterling Wealth Advisors Inc

•CIK: 1943937•Filing: Q4 2025

**Sterling Wealth Advisors Inc.** manages $166M across a concentrated portfolio of 20 positions. The fund exhibits a significant overweighting in DFAU, representing $51.6M, followed by substantial allocations to DFSD ($23.9M) and DFUS ($23.6M). Notable holdings also include DFAI ($14.4M) and DFCF ($11.1M), suggesting a focused, sector-specific investment mandate. This structure indicates a conviction-driven approach targeting established, high-conviction names within its investment universe.

Total AUM
$165.7M
QoQ Performance
+5.7%
Positions
6
Top 10 Concentration
93.3%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAU
DFSD
DFUS
DFAI
DFCF
DFIC
DFAU31.1%
DFSD14.4%
DFUS14.2%
DFAI8.7%
DFCF6.7%
DFIC6.2%
DFAE5.0%
IDV*3.2%

📈 Biggest Buys

DFCF
DIMENSIONAL ETF TRUST
+46.7%
6.7% of portfolio
DFAU
DIMENSIONAL ETF TRUST
+4.6%
31.1% of portfolio
DFAE
DIMENSIONAL ETF TRUST
+12.3%
5.0% of portfolio
DFAC
DIMENSIONAL ETF TRUST
+39.6%
1.3% of portfolio
DFGR
DIMENSIONAL ETF TRUST
+34.0%
1.3% of portfolio

📉 Biggest Sells

DFIC
DIMENSIONAL ETF TRUST
-9.0%
6.2% of portfolio
DFSD
DIMENSIONAL ETF TRUST
-3.8%
14.4% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
-9.3%
1.9% of portfolio
DFAI
DIMENSIONAL ETF TRUST
-0.7%
8.7% of portfolio
IVV
ISHARES TR
-2.8%
1.9% of portfolio

Sector Breakdown

Other98.1%
ETF1.9%

Changes from Q3 2025

↑8 increased
↓9 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DFAU31.1%
DIMENSIONAL ETF TRUST
$51.6M
DFSD14.4%
DIMENSIONAL ETF TRUST
$23.9M
DFUS14.2%
DIMENSIONAL ETF TRUST
$23.6M
DFAI8.7%
DIMENSIONAL ETF TRUST
$14.4M
DFCF6.7%
DIMENSIONAL ETF TRUST
$11.1M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.