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Sterling Wealth Advisors Inc

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13F filer, CIK 1943937, PLANTATION, FL

Sterling Wealth Advisors Inc reported $175,362,166 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-23. Its ten largest share positions make up 92.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001943937-26-000003

Period
2026-03-31
Reported value
$175M
Holdings
20
Top 10 weight
92.58%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAXadded+13,190$484K
DFCFadded+11,033$471K
DFACadded+10,411$439K
DFSDadded+2,107$102K
DFAEadded+2,420$91K

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
DFAUreduced-8,118-$398K
IDVreduced-7,070-$313K
DFAIreduced-3,221-$134K
DFUSreduced-866-$66.9K
VBreduced-165-$47.2K

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, Q1 2026

Share positions as resolved from 13F-HR 0001943937-26-000003, largest first. % of portfolio is the value over $175,362,166, 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; 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; 2026Q1: 1,093,723 shares 1,093,723$53.7M30.61%-8,118Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 317,131 shares 317,131$24.5M13.98%-866Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 500,013 shares 500,013$24.1M13.75%+2,107Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 374,114 shares 374,114$15.5M8.87%-3,221Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 271,406 shares 271,406$11.6M6.61%+11,033Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 296,324 shares 296,324$11.2M6.39%-405Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 254,342 shares 254,342$9.57M5.45%+2,420Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 129,126 shares 129,126$5.71M3.26%-7,070Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,557 shares 4,557$3.24M1.85%-35Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,978 shares 13,978$3.18M1.81%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,561 shares; 2025Q4: 52,427 shares; 2026Q1: 62,838 shares 62,838$2.65M1.51%+10,411Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,971 shares; 2025Q4: 79,018 shares; 2026Q1: 79,101 shares 79,101$2.29M1.31%+83Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,897 shares 30,897$2.26M1.29%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,012 shares; 2025Q4: 41,595 shares; 2026Q1: 54,785 shares 54,785$2.01M1.15%+13,190Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,543 shares 27,543$1.06M0.6%+1Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,103 shares 19,103$925K0.53%+641Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,151 shares 3,151$902K0.51%-165Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,780 shares 10,780$346K0.2%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,892 shares 1,892$293K0.17%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,505 shares 5,505$281K0.16%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 0001943937-26-000003 base2026-04-23acceptance time not in the bulk data set