Sterling Investment Advisors LLC ETF holdings
Bolivar, MO
Reported $211.5M in 29 ETFs in its Form 13F for June 30, 2026.
ETF value
$211.5M
ETFs held
29
Change from prior quarter
+8.1%
With price moves
ETFs as a share of its 13F
95.0%
of $222.6M
Top 10 of 29 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | $39.8M | 412,090 | +8,272 shares |
| IVV | iShares Core S&P 500 ETF | $28.8M | 38,431 | −406 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $20.8M | 251,520 | −14,721 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $19.0M | 188,608 | +5,845 shares |
| VTV | Vanguard Morningstar Value ETF | $13.7M | 62,968 | +414 shares |
| LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | $12.0M | 282,195 | +6,051 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $9.4M | 121,581 | −2,763 shares |
| QLTA | iShares Aaa - A Rated Corporate Bond ETF | $8.6M | 180,540 | +7,974 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $8.2M | 80,324 | +2,385 shares |
| TIP | iShares TIPS Bond ETF | $7.2M | 65,888 | +2,700 shares |
19 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001009198. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sterling Investment Advisors LLC own?
Sterling Investment Advisors LLC reported 29 ETF positions worth $211.5M in its Form 13F for June 30, 2026. The largest was IEFA, at $39.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.