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Sterling Wealth Advisors Inc

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13F filer, CIK 1943937, PLANTATION, FL

Sterling Wealth Advisors Inc reported $165,681,442 across 20 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-26. Its ten largest share positions make up 93.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001943937-26-000001

Period
2025-12-31
Reported value
$166M
Holdings
20
Top 10 weight
93.26%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFCFadded+82,892$3.53M
DFAUadded+48,516$2.27M
DFAEadded+27,634$900K
DFACadded+14,866$589K
DFGRadded+20,047$530K

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
DFICreduced-29,422-$1.01M
DFSDreduced-19,877-$953K
VIGreduced-1,430-$314K
DFAIreduced-2,717-$104K
IVVreduced-130-$89K

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, Q4 2025

Share positions as resolved from 13F-HR 0001943937-26-000001, largest first. % of portfolio is the value over $165,681,442, 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; 2024Q1: restricted; 2024Q2: restricted; 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 1,101,841$51.6M31.12%+48,516Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 508,557 shares; 2025Q1: 525,014 shares; 2025Q2: 518,413 shares; 2025Q3: 517,783 shares; 2025Q4: 497,906 shares 497,906$23.9M14.41%-19,877Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 306,475 shares; 2025Q1: 339,279 shares; 2025Q2: 311,464 shares; 2025Q3: 317,749 shares; 2025Q4: 317,997 shares 317,997$23.6M14.24%+248Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 353,269 shares; 2025Q1: 359,766 shares; 2025Q2: 345,203 shares; 2025Q3: 380,052 shares; 2025Q4: 377,335 shares 377,335$14.4M8.68%-2,717Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 132,244 shares; 2025Q1: 127,094 shares; 2025Q2: 127,971 shares; 2025Q3: 177,481 shares; 2025Q4: 260,373 shares 260,373$11.1M6.69%+82,892Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 302,157 shares; 2025Q1: 325,826 shares; 2025Q2: 326,151 shares; 2025Q3: 326,151 shares; 2025Q4: 296,729 shares 296,729$10.2M6.17%-29,422Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210,010 shares; 2025Q1: 215,177 shares; 2025Q2: 213,560 shares; 2025Q3: 224,288 shares; 2025Q4: 251,922 shares 251,922$8.21M4.95%+27,634Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 142,891 shares; 2025Q1: 139,375 shares; 2025Q2: 137,496 shares; 2025Q3: 136,651 shares; 2025Q4: 136,196 shares 136,196$5.37M3.24%-455Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 4,592 shares 4,592$3.15M1.9%-130Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,376 shares; 2025Q1: 16,013 shares; 2025Q2: 15,408 shares; 2025Q3: 15,408 shares; 2025Q4: 13,978 shares 13,978$3.07M1.85%-1,430Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,097 shares; 2025Q1: 32,188 shares; 2025Q2: 30,897 shares; 2025Q3: 30,897 shares; 2025Q4: 30,897 shares 30,897$2.14M1.29%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,971 shares; 2025Q4: 79,018 shares 79,018$2.09M1.26%+20,047Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,561 shares; 2025Q4: 52,427 shares 52,427$2.08M1.25%+14,866Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,012 shares; 2025Q4: 41,595 shares 41,595$1.36M0.82%+8,583Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,636 shares; 2025Q1: 27,347 shares; 2025Q2: 28,307 shares; 2025Q3: 28,310 shares; 2025Q4: 27,542 shares 27,542$911K0.55%-768Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,946 shares; 2025Q1: 17,522 shares; 2025Q2: 18,086 shares; 2025Q3: 18,461 shares; 2025Q4: 18,462 shares 18,462$889K0.54%+1Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,308 shares; 2025Q1: 3,316 shares; 2025Q2: 3,316 shares; 2025Q3: 3,316 shares; 2025Q4: 3,316 shares 3,316$855K0.52%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,660 shares; 2025Q1: 12,660 shares; 2025Q2: 12,660 shares; 2025Q3: 12,660 shares; 2025Q4: 10,780 shares 10,780$319K0.19%-1,880Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,076 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares 1,892$272K0.16%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 5,505 shares 5,505$256K0.15%-745Timeline

How Q4 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 0001943937-26-000001 base2026-01-26acceptance time not in the bulk data set