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STERLING INVESTMENT ADVISORS LLC /ADV

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13F filer, CIK 1009198, BOLIVAR, MO

STERLING INVESTMENT ADVISORS LLC /ADV reported $208,418,457 across 40 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-14. Its ten largest share positions make up 73.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001009198-26-000003

Period
2026-03-31
Reported value
$208M
Holdings
40
Top 10 weight
73.93%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ETHAadded+145,054$2.3M
IVVadded+947$619K
SGOVadded+4,981$501K
XOMnew+1,607$273K
TIPadded+2,127$235K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEFAreduced-10,666-$966K
IEMGreduced-11,909-$831K
GNRreduced-9,174-$685K
IVEreduced-468-$98.8K
EFAreduced-400-$38.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001009198-26-000003, largest first. % of portfolio is the value over $208,418,460, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,865 shares; 2024Q4: 447,790 shares; 2025Q1: 441,822 shares; 2025Q2: 424,089 shares; 2025Q3: 407,825 shares; 2025Q4: 414,484 shares; 2026Q1: 403,818 shares 403,818$36.6M17.54%-10,666Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,031 shares; 2024Q4: 38,296 shares; 2025Q1: 39,238 shares; 2025Q2: 40,031 shares; 2025Q3: 37,627 shares; 2025Q4: 37,890 shares; 2026Q1: 38,837 shares 38,837$25.4M12.17%+947Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,626 shares; 2024Q4: 328,190 shares; 2025Q1: 338,169 shares; 2025Q2: 337,319 shares; 2025Q3: 283,971 shares; 2025Q4: 278,150 shares; 2026Q1: 266,241 shares 266,241$18.6M8.91%-11,909Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,775 shares; 2024Q4: 142,427 shares; 2025Q1: 151,327 shares; 2025Q2: 154,346 shares; 2025Q3: 175,766 shares; 2025Q4: 177,782 shares; 2026Q1: 182,763 shares 182,763$18.4M8.83%+4,981Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,954 shares; 2024Q4: 55,647 shares; 2025Q1: 57,940 shares; 2025Q2: 267,698 shares; 2025Q3: 60,399 shares; 2025Q4: 61,465 shares; 2026Q1: 62,554 shares 62,554$12.3M5.89%+1,089Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,813 shares; 2024Q4: 259,118 shares; 2025Q1: 268,700 shares; 2025Q2: 61,991 shares; 2025Q3: 268,271 shares; 2025Q4: 274,614 shares; 2026Q1: 276,144 shares 276,144$11.3M5.41%+1,530Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,173 shares; 2024Q4: 112,956 shares; 2025Q1: 114,412 shares; 2025Q2: 117,912 shares; 2025Q3: 118,628 shares; 2025Q4: 124,706 shares; 2026Q1: 124,344 shares 124,344$8.4M4.03%-362Timeline
QLTAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,441 shares; 2024Q4: 157,518 shares; 2025Q1: 166,028 shares; 2025Q2: 168,866 shares; 2025Q3: 162,191 shares; 2025Q4: 168,719 shares; 2026Q1: 172,566 shares 172,566$8.21M3.94%+3,847Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,383 shares; 2024Q4: 71,625 shares; 2025Q1: 75,328 shares; 2025Q2: 77,250 shares; 2025Q3: 74,546 shares; 2025Q4: 77,384 shares; 2026Q1: 77,939 shares 77,939$8.06M3.87%+555Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,196 shares; 2024Q4: 48,431 shares; 2025Q1: 50,536 shares; 2025Q2: 51,757 shares; 2025Q3: 58,448 shares; 2025Q4: 61,061 shares; 2026Q1: 63,188 shares 63,188$6.97M3.35%+2,127Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,199 shares; 2024Q4: 130,445 shares; 2025Q1: 138,004 shares; 2025Q2: 142,614 shares; 2025Q3: 137,720 shares; 2025Q4: 138,638 shares; 2026Q1: 141,580 shares 141,580$6.86M3.29%+2,942Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223,094 shares; 2025Q4: 279,953 shares; 2026Q1: 425,007 shares 425,007$6.73M3.23%+145,054Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,791 shares; 2024Q4: 112,915 shares; 2025Q1: 117,439 shares; 2025Q2: 123,462 shares; 2025Q3: 89,574 shares; 2025Q4: 88,296 shares; 2026Q1: 79,122 shares 79,122$5.91M2.83%-9,174Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,843 shares; 2024Q4: 27,897 shares; 2025Q1: 27,374 shares; 2025Q2: 27,213 shares; 2025Q3: 25,507 shares; 2025Q4: 23,979 shares; 2026Q1: 23,511 shares 23,511$4.96M2.38%-468Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,780 shares; 2024Q4: 33,685 shares; 2025Q1: 34,794 shares; 2025Q2: 42,941 shares; 2025Q3: 38,018 shares; 2025Q4: 37,568 shares; 2026Q1: 37,411 shares 37,411$4.65M2.23%-157Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,513 shares; 2024Q4: 46,332 shares; 2025Q1: 46,616 shares; 2025Q2: 38,067 shares; 2025Q3: 48,493 shares; 2025Q4: 51,175 shares; 2026Q1: 52,063 shares 52,063$4.14M1.99%+888Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,726 shares; 2024Q4: 43,215 shares; 2025Q1: 42,351 shares; 2025Q2: 46,967 shares; 2025Q3: 42,291 shares; 2025Q4: 42,399 shares; 2026Q1: 41,999 shares 41,999$4.08M1.96%-400Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,178 shares; 2024Q4: 33,296 shares; 2025Q1: 33,389 shares; 2025Q2: 31,048 shares; 2025Q3: 32,342 shares; 2025Q4: 36,644 shares; 2026Q1: 38,054 shares 38,054$3.78M1.81%+1,410Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,586 shares; 2024Q4: 8,076 shares; 2025Q1: 8,077 shares; 2025Q2: 8,493 shares; 2025Q3: 8,204 shares; 2025Q4: 8,773 shares; 2026Q1: 8,773 shares 8,773$2.18M1.04%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,035 shares; 2025Q4: 6,046 shares; 2026Q1: 6,060 shares 6,060$1.88M0.9%+14Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 10,119 shares; 2025Q1: 10,196 shares; 2025Q2: 6,079 shares; 2025Q3: 9,604 shares; 2025Q4: 9,190 shares; 2026Q1: 9,519 shares 9,519$1.08M0.52%+329Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 9,330 shares; 2025Q1: 8,463 shares; 2025Q2: 8,955 shares; 2025Q3: 8,511 shares; 2025Q4: 8,511 shares; 2026Q1: 8,524 shares 8,524$1.06M0.51%+13Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 9,020 shares; 2025Q1: 9,573 shares; 2025Q2: 10,043 shares; 2025Q3: 9,292 shares; 2025Q4: 10,634 shares; 2026Q1: 10,634 shares 10,634$1.01M0.48%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 10,800 shares; 2025Q1: 10,032 shares; 2025Q2: 8,505 shares; 2025Q3: 9,989 shares; 2025Q4: 8,071 shares; 2026Q1: 8,061 shares 8,061$711K0.34%-10Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,557 shares; 2026Q1: 14,589 shares 14,589$504K0.24%+32Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,102 shares; 2025Q1: 3,081 shares; 2025Q2: 849 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: 2,516 shares 2,516$439K0.21%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,400 shares; 2025Q1: 5,327 shares; 2025Q2: 3,840 shares; 2025Q3: 6,517 shares; 2025Q4: 6,231 shares; 2026Q1: 6,254 shares 6,254$401K0.19%+23Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,262 shares; 2025Q1: 3,262 shares; 2025Q2: 3,110 shares; 2025Q3: 3,262 shares; 2025Q4: 3,262 shares; 2026Q1: 3,262 shares 3,262$378K0.18%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,556 shares; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 2,315 shares; 2025Q4: 2,593 shares; 2026Q1: 2,646 shares 2,646$377K0.18%+53Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,716 shares; 2024Q4: 2,456 shares; 2025Q1: 2,330 shares; 2025Q2: 2,327 shares; 2025Q3: 2,115 shares; 2025Q4: 1,898 shares; 2026Q1: 1,898 shares 1,898$344K0.17%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: 795 shares; 2025Q2: 560 shares; 2025Q3: 815 shares; 2025Q4: 817 shares; 2026Q1: 911 shares 911$338K0.16%+94Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 259 shares; 2025Q1: 256 shares; 2025Q2: 10,038 shares; 2025Q3: 3,827 shares; 2025Q4: 3,570 shares; 2026Q1: 3,570 shares 3,570$330K0.16%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 6,541 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares; 2026Q1: 2,372 shares 2,372$322K0.15%+7Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,039 shares; 2025Q1: 3,039 shares; 2025Q2: 3,094 shares; 2025Q3: 3,133 shares; 2025Q4: 3,431 shares; 2026Q1: 3,473 shares 3,473$301K0.14%+42Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 514 shares 514$294K0.14%+1Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,410 shares; 2025Q1: 1,407 shares; 2025Q2: 2,454 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410$292K0.14%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,607 shares 1,607$273K0.13%newTimeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,180 shares; 2025Q1: 3,158 shares; 2025Q2: 3,288 shares; 2025Q3: 2,672 shares; 2025Q4: 2,760 shares; 2026Q1: 2,706 shares 2,706$259K0.12%-54Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 929 shares; 2025Q2: 8,244 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 940 shares 940$239K0.11%+4Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,739 shares; 2025Q1: 1,745 shares; 2025Q2: 2,494 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares; 2026Q1: 1,559 shares 1,559$236K0.11%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001009198-26-000003 base2026-04-14acceptance time not in the bulk data set