STERLING INVESTMENT ADVISORS LLC /ADV
All 13F Filings
- Location
- Bolivar, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 208,418
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 40 | 208,418 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
| Q4 2025 | 1/14/2026 | 39 | 206,615 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
| Q3 2025 | 10/29/2025 | 39 | 201,914 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
| Q2 2025 | 7/10/2025 | 37 | 192,088 | 13F-HR | STERLING INVESTMENT ADVISORS LLC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.022 K | 2.9% | 0 | 90.12 K | -90.12 K |
| ETFs | 202.4 K | 97.1% | 98.68 K | 0 | 98.68 K |
| Other | 0 | 0.0% | 0 | 6.759 K | -6.759 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
208,418
Holdings
40
QoQ value change ($000)
1,803
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.