Universe · entity
STERLING INVESTMENT ADVISORS LLC /ADV
Institutional manager (13F) · CIK 1009198
13F holdings · as of 2026-03-31 · top 40 · reported portfolio $208M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $37M | 403,818 |
| 2 | ISHARES TR | $25M | 38,837 |
| 3 | ISHARES INC | $19M | 266,241 |
| 4 | ISHARES TR | $18M | 182,763 |
| 5 | VANGUARD INDEX FDS | $12M | 62,554 |
| 6 | ISHARES INC | $11M | 276,144 |
| 7 | ISHARES TR | $8M | 124,344 |
| 8 | ISHARES TR | $8M | 172,566 |
| 9 | ISHARES TR | $8M | 77,939 |
| 10 | ISHARES TR | $7M | 63,188 |
| 11 | ISHARES TR | $7M | 141,580 |
| 12 | ISHARES ETHEREUM TR | $7M | 425,007 |
| 13 | SPDR INDEX SHS FDS | $6M | 79,122 |
| 14 | ISHARES TR | $5M | 23,511 |
| 15 | ISHARES TR | $5M | 37,411 |
| 16 | ISHARES TR | $4M | 52,063 |
| 17 | ISHARES TR | $4M | 41,999 |
| 18 | ISHARES TR | $4M | 38,054 |
| 19 | ISHARES TR | $2M | 8,773 |
| 20 | BROADCOM INC | $2M | 6,060 |
| 21 | ISHARES TR | $1M | 9,519 |
| 22 | WALMART INC | $1M | 8,524 |
| 23 | ISHARES TR | $1M | 10,634 |
| 24 | ISHARES GOLD TR | $711k | 8,061 |
| 25 | STMICROELECTRONICS N V | $504k | 14,589 |
| 26 | NVIDIA CORPORATION | $439k | 2,516 |
| 27 | VANGUARD TAX-MANAGED FDS | $401k | 6,254 |
| 28 | WEC ENERGY GROUP INC | $378k | 3,262 |
| 29 | ISHARES TR | $377k | 2,646 |
| 30 | ISHARES TR | $344k | 1,898 |
| 31 | MICROSOFT CORP | $338k | 911 |
| 32 | OREILLY AUTOMOTIVE INC | $330k | 3,570 |
| 33 | ISHARES TR | $322k | 2,372 |
| 34 | ISHARES TR | $301k | 3,473 |
| 35 | META PLATFORMS INC | $294k | 514 |
| 36 | CHEVRON CORPORATION | $292k | 1,410 |
| 37 | EXXON MOBIL CORP | $273k | 1,607 |
| 38 | ISHARES TR | $259k | 2,706 |
| 39 | APPLE INC | $239k | 940 |
| 40 | ISHARES TR | $236k | 1,559 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.