Sterling Investment Advisors, Ltd. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists a total of 232 securities held by the firm.
The report identifies Catherine Whetstone, Chief Compliance Officer, as the authorized signatory for the document. The firm’s principal executive office is located at 1055 Westlakes Drive, Suite 150, Berwyn, PA 19312.
The information table within the filing details the specific holdings. Notable positions include:
- Global X Robotics & A.I. ETF with 9,515,035 shares.
- Nvidia Corp. with 18,723,661 shares.
- Blackstone Group, Inc. with 5,242,876 shares.
- Palantir Technologies, Inc. with 6,052,377 shares.
- Alphabet, Inc. A with 17,364,870 shares.
- Amazon.com, Inc. with 17,785,016 shares.
- ExxonMobil Holdings Corp. with 6,081,172 shares.
- Costco Wholesale Corp. with 7,677,319 shares.
- Meta Platforms, Inc. with 6,566,616 shares.
- Johnson & Johnson with 6,999,730 shares.
The filing also lists a significant number of exchange-traded funds (ETFs), including various iShares, Vanguard, JPMorgan, and SPDR funds covering sectors such as technology, bonds, gold, and international markets. Additionally, the portfolio includes positions in individual companies such as Pfizer, Inc., Merck & Co., and The Mosaic Co.
