Sterling Investment Advisors, Ltd.

Est. AUM

$552.4M

13F long equity, this entity only

Positions

215

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Apple, Inc.	COM	$33.6M	132495	6.09%	SOLE
2	JPMorgan Flexible Debt ETF	ETF	$21.5M	433541	3.90%	SOLE
3	Alphabet, Inc. A	COM	$15.1M	52480	2.73%	SOLE
4	Amazon.com, Inc.	COM	$15.0M	72218	2.72%	SOLE
5	Nvidia Corp.	COM	$14.1M	80639	2.55%	SOLE
6	Kinder Morgan, Inc.	COM	$14.0M	418709	2.54%	SOLE
7	VanEck Gold Miners ETF	ETF	$12.5M	136338	2.27%	SOLE
8	Globus Medical, Inc.	COM	$12.4M	144023	2.25%	SOLE
9	Microsoft Corp.	COM	$10.7M	28891	1.94%	SOLE
10	iShares Select Dividend ETF	ETF	$10.7M	70452	1.93%	SOLE
11	iShares Core S&P Small-Cap ETF	ETF	$10.0M	80410	1.81%	SOLE
12	CrowdStrike Holdings, Inc.	COM	$9.6M	24483	1.73%	SOLE
13	Costco Wholesale Corp.	COM	$9.3M	9383	1.69%	SOLE
14	Goldman Sachs Group, Inc.	COM	$9.1M	10787	1.65%	SOLE
15	Lockheed Martin Corp.	COM	$8.2M	13566	1.48%	SOLE
16	JPMorgan Equity Premium Income ETF	ETF	$8.0M	141976	1.46%	SOLE
17	Reaves Utility Income Fund	CEF	$7.6M	192424	1.37%	SOLE
18	Alerian MLP ETF	ETF	$7.3M	138120	1.32%	SOLE
19	J.P. Morgan Chase & Co.	COM	$6.8M	23247	1.24%	SOLE
20	The Home Depot, Inc.	COM	$6.6M	20103	1.20%	SOLE
21	Johnson & Johnson	COM	$6.5M	26524	1.17%	SOLE
22	Exxon Mobil Corp.	COM	$6.5M	38082	1.17%	SOLE
23	Chevron Corp.	COM	$6.4M	30875	1.16%	SOLE
24	Visa, Inc.	COM	$6.4M	21110	1.16%	SOLE
25	VanEck BDC Income ETF	ETF	$6.3M	491575	1.14%	SOLE
26	Walmart, Inc.	COM	$6.1M	49353	1.11%	SOLE
27	KKR & Co.	COM	$5.8M	62492	1.05%	SOLE
28	Vertiv Holdings Co.	COM	$5.7M	22855	1.04%	SOLE
29	JPMorgan International Hedged Equity ETF	ETF	$5.5M	104538	1.00%	SOLE
30	Meta Platforms, Inc.	COM	$5.5M	9568	0.99%	SOLE
31	iShares S&P National Muni Bond ETF	ETF	$5.4M	50589	0.97%	SOLE
32	Alphabet, Inc. C	COM	$5.1M	17767	0.92%	SOLE
33	SPDR Bloomberg Convertible Securities ETF	ETF	$5.0M	54361	0.90%	SOLE
34	VanEck Rare Earth & Strategic Metals ETF	ETF	$4.6M	52655	0.84%	SOLE
35	Palantir Technologies, Inc.	COM	$4.6M	31152	0.83%	SOLE
36	Amgen, Inc.	COM	$4.5M	12909	0.82%	SOLE
37	Berkshire Hathaway, Inc. B	COM	$4.5M	9366	0.81%	SOLE
38	Tema Heart & Health ETF	ETF	$4.4M	131160	0.80%	SOLE
39	VanEck Morningstar Wide Moat ETF	ETF	$4.3M	44639	0.78%	SOLE
40	Truist Financial Corp.	COM	$4.2M	90356	0.75%	SOLE
41	Global X Robotics & A.I. ETF	ETF	$4.1M	124465	0.75%	SOLE
42	Deere & Co.	COM	$4.1M	7279	0.74%	SOLE
43	Tesla, Inc.	COM	$4.1M	11003	0.74%	SOLE
44	Honeywell International, Inc.	COM	$3.9M	17306	0.71%	SOLE
45	Invesco S&P 500 Equal Weight ETF	ETF	$3.9M	20289	0.70%	SOLE
46	VanEck Uranium & Nuclear ETF	ETF	$3.9M	29065	0.70%	SOLE
47	Vanguard Utilities ETF	ETF	$3.7M	18832	0.68%	SOLE
48	Blackstone Group, Inc.	COM	$3.6M	31361	0.65%	SOLE
49	Cardinal Health, Inc.	COM	$3.5M	16715	0.64%	SOLE
50	Pfizer, Inc.	COM	$3.5M	124752	0.63%	SOLE

1–50 of 212

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.