Sterling Wealth Advisors Inc

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Plantation, FL
CIK
0001943937
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 20 156,702 DFAU, DFSD, DFUS, DFAI 13F-HR 10/22/2025 000194393725000002
Q2 2025 18 141,330 DFAU, DFSD, DFUS, DFAI 13F-HR 7/16/2025 000108514625003894
Q1 2025 18 129,760 DFAU, DFSD, DFUS, DFAI 13F-HR 5/12/2025 000108514625002990
Q4 2024 18 127,470 DFAU, DFSD, DFUS, DFAI 13F-HR 1/28/2025 000108514625000525