Sterling Investment Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Managing Member James Jones, lists a total of 39 distinct securities held by the firm.
The largest position disclosed in the portfolio is a holding of 820 shares of Apple Inc. The next largest holding is Broadcom Inc., with 6,081 shares. The filing also lists significant positions in exchange-traded funds (ETFs), with the iShares Ethereum Trust holding 421,756 shares and the iShares Gold Trust holding 8,101 shares.
The portfolio is heavily weighted toward U.S. equity ETFs. Notable holdings include the iShares Core MSCI Emerging Markets ETF with 254,896 shares, the iShares Core MSCI EAFE ETF with 418,911 shares, and the iShares Core MSCI Total International Stock ETF with 349,7 shares. The firm also holds shares in various other ETFs tracking U.S. Treasury bonds, inflation-protected securities, and specific market indices such as the S&P 500 and the Russell 2000.
Among individual common stocks, Sterling Investment Advisors holds 2,063 shares of NVIDIA Corporation, 885 shares of Microsoft Corporation, and 513 shares of Meta Platforms Inc. The filing also lists positions in O'Reilly Automotive Inc., Walmart Inc., and STMicroelectronics N.V.
