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Sterling Wealth Advisors Inc

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13F filer, CIK 1943937, PLANTATION, FL

Sterling Wealth Advisors Inc reported $183,990,848 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-23. Its ten largest share positions make up 92.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001943937-26-000004

Period
2026-06-30
Reported value
$184M
Holdings
20
Top 10 weight
92.36%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+37,092$1.92M
DFCFadded+24,827$1.05M
DFACadded+7,246$321K
DFSDadded+6,114$292K
DFAXadded+7,808$288K

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
IDVreduced-2,294-$95K
DFUSreduced-1,079-$88.4K
DFEMreduced-483-$19.6K
DFAEreduced-390-$15.7K
DFICreduced-220-$8.2K

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, Q2 2026

Share positions as resolved from 13F-HR 0001943937-26-000004, largest first. % of portfolio is the value over $183,990,848, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 949,403 shares; 2025Q1: 939,633 shares; 2025Q2: 1,029,072 shares; 2025Q3: 1,053,325 shares; 2025Q4: 1,101,841 shares; 2026Q1: 1,093,723 shares; 2026Q2: 1,130,815 shares 1,130,815$58.5M31.77%+37,092Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 306,475 shares; 2025Q1: 339,279 shares; 2025Q2: 311,464 shares; 2025Q3: 317,749 shares; 2025Q4: 317,997 shares; 2026Q1: 317,131 shares; 2026Q2: 316,052 shares 316,052$25.9M14.08%-1,079Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 508,557 shares; 2025Q1: 525,014 shares; 2025Q2: 518,413 shares; 2025Q3: 517,783 shares; 2025Q4: 497,906 shares; 2026Q1: 500,013 shares; 2026Q2: 506,127 shares 506,127$24.2M13.14%+6,114Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 353,269 shares; 2025Q1: 359,766 shares; 2025Q2: 345,203 shares; 2025Q3: 380,052 shares; 2025Q4: 377,335 shares; 2026Q1: 374,114 shares; 2026Q2: 380,607 shares 380,607$15.7M8.53%+6,493Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 132,244 shares; 2025Q1: 127,094 shares; 2025Q2: 127,971 shares; 2025Q3: 177,481 shares; 2025Q4: 260,373 shares; 2026Q1: 271,406 shares; 2026Q2: 296,233 shares 296,233$12.5M6.8%+24,827Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 302,157 shares; 2025Q1: 325,826 shares; 2025Q2: 326,151 shares; 2025Q3: 326,151 shares; 2025Q4: 296,729 shares; 2026Q1: 296,324 shares; 2026Q2: 296,104 shares 296,104$11M6%-220Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 210,010 shares; 2025Q1: 215,177 shares; 2025Q2: 213,560 shares; 2025Q3: 224,288 shares; 2025Q4: 251,922 shares; 2026Q1: 254,342 shares; 2026Q2: 253,952 shares 253,952$10.2M5.55%-390Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 142,891 shares; 2025Q1: 139,375 shares; 2025Q2: 137,496 shares; 2025Q3: 136,651 shares; 2025Q4: 136,196 shares; 2026Q1: 129,126 shares; 2026Q2: 126,832 shares 126,832$5.25M2.86%-2,294Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 4,592 shares; 2026Q1: 4,557 shares; 2026Q2: 4,557 shares 4,557$3.41M1.85%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,376 shares; 2025Q1: 16,013 shares; 2025Q2: 15,408 shares; 2025Q3: 15,408 shares; 2025Q4: 13,978 shares; 2026Q1: 13,978 shares; 2026Q2: 13,978 shares 13,978$3.31M1.8%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,561 shares; 2025Q4: 52,427 shares; 2026Q1: 62,838 shares; 2026Q2: 70,084 shares 70,084$3.11M1.69%+7,246Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,097 shares; 2025Q1: 32,188 shares; 2025Q2: 30,897 shares; 2025Q3: 30,897 shares; 2025Q4: 30,897 shares; 2026Q1: 30,897 shares; 2026Q2: 30,897 shares 30,897$2.34M1.27%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,971 shares; 2025Q4: 79,018 shares; 2026Q1: 79,101 shares; 2026Q2: 80,071 shares 80,071$2.32M1.26%+970Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,012 shares; 2025Q4: 41,595 shares; 2026Q1: 54,785 shares; 2026Q2: 62,593 shares 62,593$2.31M1.25%+7,808Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,636 shares; 2025Q1: 27,347 shares; 2025Q2: 28,307 shares; 2025Q3: 28,310 shares; 2025Q4: 27,542 shares; 2026Q1: 27,543 shares; 2026Q2: 27,060 shares 27,060$1.1M0.6%-483Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,308 shares; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 3,316 shares; 2025Q4: 3,316 shares; 2026Q1: 3,151 shares; 2026Q2: 3,151 shares 3,151$955K0.52%0Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,946 shares; 2025Q1: 17,522 shares; 2025Q2: 18,086 shares; 2025Q3: 18,461 shares; 2025Q4: 18,462 shares; 2026Q1: 19,103 shares; 2026Q2: 19,508 shares 19,508$943K0.51%+405Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,660 shares; 2025Q1: 12,660 shares; 2025Q2: 12,660 shares; 2025Q3: 12,660 shares; 2025Q4: 10,780 shares; 2026Q1: 10,780 shares; 2026Q2: 10,780 shares 10,780$375K0.2%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 5,505 shares; 2026Q1: 5,505 shares; 2026Q2: 5,505 shares 5,505$303K0.16%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,076 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares; 2026Q2: 1,892 shares 1,892$299K0.16%0Timeline

How Q2 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 0001943937-26-000004 base2026-07-23acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001943937-26-000004 Quarter ended 2026-06-302026-07-23acceptance time not in the bulk data set
13F-HR 0001943937-26-000003 Quarter ended 2026-03-312026-04-23acceptance time not in the bulk data set
13F-HR 0001943937-26-000001 Quarter ended 2025-12-312026-01-26acceptance time not in the bulk data set
13F-HR 0001943937-25-000002 Quarter ended 2025-09-302025-10-22acceptance time not in the bulk data set
13F-HR 0001085146-25-003894 Quarter ended 2025-06-302025-07-17acceptance time not in the bulk data set
13F-HR 0001085146-25-002990 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0001085146-25-000525 Quarter ended 2024-12-312025-01-28acceptance time not in the bulk data set