Sterling Wealth Advisors Inc

Est. AUM

$175.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$53.7M	1093723	30.61%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$24.5M	317131	13.98%	SOLE
3	DIMENSIONAL ETF TRUST	SHORT DURATION F	$24.1M	500013	13.75%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$15.5M	374114	8.87%	SOLE
5	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$11.6M	271406	6.61%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$11.2M	296324	6.39%	SOLE
7	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$9.6M	254342	5.45%	SOLE
8	ISHARES TR	INTL SEL DIV ETF	$5.7M	129126	3.26%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$3.2M	4557	1.85%	SOLE
10	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	13978	1.81%	SOLE
11	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.6M	62838	1.51%	SOLE
12	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.3M	79101	1.31%	SOLE
13	ISHARES TR	CORE DIV GRWTH	$2.3M	30897	1.29%	SOLE
14	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.0M	54785	1.15%	SOLE
15	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.1M	27543	0.60%	SOLE
16	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$925K	19103	0.53%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$902K	3151	0.51%	SOLE
18	SCHWAB STRATEGIC TR	US LCAP VA ETF	$346K	10780	0.20%	SOLE
19	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$293K	1892	0.17%	SOLE
20	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$281K	5505	0.16%	SOLE

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