Sterling Investment Advisors, Ltd. - Portfolio overview

Sterling Investment Advisors, Ltd. has 227 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - Apple, Inc., 6.06%
2. JFLX - JPMorgan Flexible Debt ETF, 3.88%
3. GOOGL - Alphabet, Inc. A, 2.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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