Sterling Investment Advisors, Ltd. ETF holdings
Berwyn, PA
Reported $199.8M in 91 ETFs in its Form 13F for June 30, 2026.
ETF value
$199.8M
ETFs held
91
Change from prior quarter
+7.2%
With price moves
ETFs as a share of its 13F
33.4%
of $598.7M
Top 10 of 91 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DVY | iShares Select Dividend ETF | $23.5M | 305,312 | +39,312 shares |
| JFLX | JPMorgan Flexible Debt ETF | $22.8M | 452,085 | +18,544 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $11.8M | 79,744 | −666 shares |
| GDX | VanEck Gold Miners ETF | $10.2M | 135,538 | −800 shares |
| GLD | SPDR Gold Shares | $9.3M | 115,207 | +292 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $8.3M | 147,147 | +5,171 shares |
| MUB | iShares National Muni Bond ETF | $6.7M | 62,389 | +11,800 shares |
| HOLA | JPMorgan International Hedged Equity Laddered Overlay ETF | $6.0M | 107,733 | +3,195 shares |
| CWB | State Street SPDR Bloomberg Convertible Securities ETF | $5.8M | 53,987 | −374 shares |
| BIZD | VanEck BDC Income ETF | $5.3M | 421,475 | −70,100 shares |
81 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) 0001701132. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sterling Investment Advisors, Ltd. own?
Sterling Investment Advisors, Ltd. reported 91 ETF positions worth $199.8M in its Form 13F for June 30, 2026. The largest was DVY, at $23.5M.
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.