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Sterling Wealth Advisors Inc

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13F filer, CIK 1943937, PLANTATION, FL

Sterling Wealth Advisors Inc reported $141,330,760 across 18 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-17. Its ten largest share positions make up 95.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-003894

Period
2025-06-30
Reported value
$141M
Holdings
18
Top 10 weight
95.22%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+89,439$3.83M
DFCFadded+877$36.8K
DFEMadded+960$28.6K
DFNMadded+564$26.8K
DFICadded+325$10.1K

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
DFUSreduced-27,815-$1.88M
DFAIreduced-14,563-$502K
DFSDreduced-6,601-$316K
IVVreduced-335-$210K
DFARreduced-8,406-$198K

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 2025

Share positions as resolved from 13F-HR 0001085146-25-003894, largest first. % of portfolio is the value over $141,330,760, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 949,403 shares; 2025Q1: 939,633 shares; 2025Q2: 1,029,072 shares 1,029,072$44.1M31.2%+89,439Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 508,557 shares; 2025Q1: 525,014 shares; 2025Q2: 518,413 shares 518,413$24.8M17.58%-6,601Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 306,475 shares; 2025Q1: 339,279 shares; 2025Q2: 311,464 shares 311,464$21.1M14.91%-27,815Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 353,269 shares; 2025Q1: 359,766 shares; 2025Q2: 345,203 shares 345,203$11.9M8.43%-14,563Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 302,157 shares; 2025Q1: 325,826 shares; 2025Q2: 326,151 shares 326,151$10.1M7.17%+325Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210,010 shares; 2025Q1: 215,177 shares; 2025Q2: 213,560 shares 213,560$6.2M4.38%-1,617Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 132,244 shares; 2025Q1: 127,094 shares; 2025Q2: 127,971 shares 127,971$5.37M3.8%+877Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 142,891 shares; 2025Q1: 139,375 shares; 2025Q2: 137,496 shares 137,496$4.82M3.41%-1,879Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,376 shares; 2025Q1: 16,013 shares; 2025Q2: 15,408 shares 15,408$3.17M2.25%-605Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 4,722 shares 4,722$2.96M2.09%-335Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,097 shares; 2025Q1: 32,188 shares; 2025Q2: 30,897 shares 30,897$2M1.42%-1,291Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,619 shares; 2025Q1: 66,581 shares; 2025Q2: 58,175 shares 58,175$1.37M0.97%-8,406Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,946 shares; 2025Q1: 17,522 shares; 2025Q2: 18,086 shares 18,086$858K0.61%+564Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,636 shares; 2025Q1: 27,347 shares; 2025Q2: 28,307 shares 28,307$844K0.6%+960Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,308 shares; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares 3,316$803K0.57%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,660 shares; 2025Q1: 12,660 shares; 2025Q2: 12,660 shares 12,660$355K0.25%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares 6,250$268K0.19%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,076 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares 1,892$255K0.18%0Timeline

How Q2 2025 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 0001085146-25-003894 base2025-07-17acceptance time not in the bulk data set