CIK 1701132
Sterling Investment Advisors, Ltd.
Institutional 13F holdings & portfolio
Holdings
211
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 211
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NET | Cloudflare, Inc. | 2K | $100K–$500K | SH |
| DSI | iShares MSCI Kld Social Index ETF | 3K | $100K–$500K | SH |
| MO | Altria Group, Inc. | 7K | $100K–$500K | SH |
| PWR | Quanta Services, Inc. | 895 | $100K–$500K | SH |
| CEG | Constellation Energy Group, Inc. | 1K | $100K–$500K | SH |
| VTV | Vanguard Value Index ETF | 2K | $100K–$500K | SH |
| TSPA | T Rowe Price US Equity Research ETF | 9K | $100K–$500K | SH |
| IAU | iShares Gold TRUST | 4K | $100K–$500K | SH |
| CGCP | Capital Group Core Plus Income ETF | 16K | $100K–$500K | SH |
| ALAB | Astera Labs, Inc. | 2K | $100K–$500K | SH |
| BAC | Bank of America Corp. | 6K | $100K–$500K | SH |
| VEA | Vanguard Developed Markets Index ETF | 5K | $100K–$500K | SH |
| CATH | Global X S&P 500 Catholic Values ETF | 4K | $100K–$500K | SH |
| BA | The Boeing Company | 1K | $100K–$500K | SH |
| SKYY | First Trust Cloud Computing ETF | 2K | $100K–$500K | SH |
| PSP | Invesco Global Listed Private Equity ETF | 5K | $100K–$500K | SH |
| PSX | Phillips 66 | 2K | $100K–$500K | SH |
| CRM | Salesforce, Inc. | 1K | $100K–$500K | SH |
| BXSL | Blackstone Secured Lending Fund | 11K | $100K–$500K | SH |
| DBEF | Deutsch X-Trackers MSCI EAFE ETF | 6K | $100K–$500K | SH |
| CHKP | Check Point Software Technologies, Ltd. | 2K | $100K–$500K | SH |
| FDIG | Fidelity Crypto Industry & Digital Payments ETF | 7K | $100K–$500K | SH |
| GME | Gamestop Corp Cl A New | 14K | $100K–$500K | SH |
| UL | Unilever PLC ADR | 4K | $100K–$500K | SH |
| ADBE | Adobe, Inc. | 779 | $100K–$500K | SH |
| — | First Resource Bank | 14K | $100K–$500K | SH |
| IBDZ | iShares iBonds Dec 2034 Term Corp. ETF | 10K | $100K–$500K | SH |
| PM | Philip Morris International, Inc. | 2K | $100K–$500K | SH |
| FDX | FedEx Corp. | 874 | $100K–$500K | SH |
| VCRM | Vanguard Core Tax Exempt Bond | 3K | $100K–$500K | SH |
| BSV | Vanguard Short-Term Bond Index ETF | 3K | $100K–$500K | SH |
| MA | Mastercard, Inc. | 426 | $100K–$500K | SH |
| SCHX | Schwab U.S. Large-Cap ETF | 9K | $100K–$500K | SH |
| VB | Vanguard Small Cap Index ETF | 933 | $100K–$500K | SH |
| DLR | Digital Realty Trust, Inc. | 2K | $100K–$500K | SH |
| NOC | Northrop Grumman Corp. | 417 | $100K–$500K | SH |
| IMNM | Immunome, Inc. | 11K | $100K–$500K | SH |
| BABA | Alibaba Group Holding, Ltd. | 2K | $100K–$500K | SH |
| SCHB | Schwab U.S. Broad Market ETF | 9K | $100K–$500K | SH |
| ZTS | Zoetis, Inc. | 2K | $100K–$500K | SH |
| IWM | iShares Russell 2000 ETF | 916 | $100K–$500K | SH |
| IWY | iShares Russell Top 200 Growth ETF | 810 | $100K–$500K | SH |
| WELL | Welltower, Inc. | 1K | $100K–$500K | SH |
| EFA | iShares Core MSCI EAFE ETF | 2K | $100K–$500K | SH |
| IBDV | iShares iBonds Dec 2030 Term Corp. ETF | 10K | $100K–$500K | SH |
| TEL | TE Connectivity, Ltd. | 934 | $100K–$500K | SH |
| DOCN | DigitalOcean Holdings, Inc. | 4K | $100K–$500K | SH |
| TCAF | T Rowe Price Capital Appreciation | 6K | $100K–$500K | SH |
| VXF | Vanguard Extended Market Index Fund ETF | 1K | $100K–$500K | SH |
| BP | BP p.l.c. | 6K | $100K–$500K | SH |