Sterling Wealth Advisors Inc - Portfolio overview

Sterling Wealth Advisors Inc has 20 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 30.61%
2. DFUS - DIMENSIONAL ETF TRUST, 13.98%
3. DFSD - DIMENSIONAL ETF TRUST, 13.75%

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

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