Sterling Investment Advisors, Ltd.

CIK 0001701132 • 6 13F filings • May 7, 2025 – Jul 28, 2026

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Filer information

Filed by: Sterling Investment Advisors, Ltd., Chief Compliance Officer
Address: 1055 WESTLAKES DRIVE, SUITE 150, BERWYN, PA, 19312
Phone: 6105600400
AUM: $542.9M

AUM over time

$598.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $542.9M210 positionsView on SEC.gov

			% of Portfolio
3M Company	Equity	$528K	0.1%	3,300 SH	New
Abbott Laboratories	Equity	$1.5M	0.3%	12,156 SH	New
Adobe, Inc.	Equity	$273K	0.1%	779 SH	New
Advanced Micro Devices, Inc.	Equity	$765K	0.1%	3,573 SH	New
Air Products & Chemicals, Inc.	Equity	$513K	0.1%	2,077 SH	New
Alerian MLP ETF	ETF	$5.9M	1.1%Prev: 1.0%	125,620 SH	Increased+20,700 SH
Alibaba Group Holding, Ltd.	Equity	$237K	0.0%	1,617 SH	New
Alphabet, Inc. A	Equity	$17.3M	3.2%	55,294 SH	New
Alphabet, Inc. C	Equity	$5.9M	1.1%	18,679 SH	New
Alps Medical Breakthrough ETF	ETF	$752K	0.1%Prev: 0.1%	14,675 SH	Increased+6,575 SH
Altria Group, Inc.	Equity	$382K	0.1%	6,629 SH	New
Amazon.com, Inc.	Equity	$16.7M	3.1%	72,553 SH	New
American Express Co.	Equity	$693K	0.1%	1,873 SH	New
American Tower Corp.	Equity	$2.0M	0.4%	11,356 SH	New
Amgen, Inc.	Equity	$4.3M	0.8%	13,259 SH	New
Annovis Bio, Inc.	Equity	$81K	0.0%	23,416 SH	New
Apple, Inc.	Equity	$36.7M	6.8%	134,825 SH	New
Astera Labs, Inc.	Equity	$337K	0.1%	2,025 SH	New
Aurora Innovation, Inc.	Equity	$764K	0.1%	198,950 SH	New
Bank of America Corp.	Equity	$331K	0.1%	6,017 SH	New
Berkshire Hathaway, Inc. B	Equity	$4.7M	0.9%	9,431 SH	New
BlackRock, Inc.	Equity	$3.5M	0.7%	3,315 SH	New
Blackstone Group, Inc.	Equity	$3.0M	0.6%	19,424 SH	New
Blackstone Secured Lending Fund	Equity	$296K	0.1%	11,240 SH	New
BP p.l.c.	ADR	$205K	0.0%Prev: 0.0%	5,912 SH	Increased
Broadcom, Inc.	Equity	$935K	0.2%	2,701 SH	New
Capital Group Core Plus Income ETF	ETF	$353K	0.1%Prev: 0.1%	15,571 SH	Decreased
Cardinal Health, Inc.	Equity	$3.7M	0.7%	18,025 SH	New
Caterpillar, Inc.	Equity	$1.1M	0.2%	1,851 SH	New
Check Point Software Technologies, Ltd.	Equity	$287K	0.1%	1,545 SH	New
Chevron Corp.	Equity	$4.8M	0.9%	31,559 SH	New
Cisco Systems, Inc.	Equity	$1.7M	0.3%	22,587 SH	New
Cloudflare, Inc.	Equity	$398K	0.1%	2,018 SH	New
Coca-Cola Co.	Equity	$1.4M	0.3%	20,679 SH	New
Comcast Corp. A	Equity	$702K	0.1%	23,477 SH	New
ConocoPhillips, Inc.	Equity	$493K	0.1%	5,270 SH	New
Constellation Energy Group, Inc.	Equity	$377K	0.1%	1,068 SH	New
Corning, Inc.	Equity	$1.1M	0.2%	12,780 SH	New
Costco Wholesale Corp.	Equity	$8.2M	1.5%	9,495 SH	New
Credo Technology Group	Equity	$201K	0.0%	1,400 SH	New
CrowdStrike Holdings, Inc.	Equity	$10.8M	2.0%	23,072 SH	New
Cummins, Inc.	Equity	$3.1M	0.6%	5,980 SH	New
Deere & Co.	Equity	$3.6M	0.7%	7,763 SH	New
Deutsch X-Trackers MSCI EAFE ETF	ETF	$293K	0.1%	6,088 SH	New
Digital Realty Trust, Inc.	Equity	$238K	0.0%	1,538 SH	New
DigitalOcean Holdings, Inc.	Equity	$212K	0.0%	4,400 SH	New
Eaton Corp.	Equity	$2.3M	0.4%	7,259 SH	New
Eli Lilly & Co.	Equity	$2.4M	0.4%	2,215 SH	New
Emerson Electric Co.	Equity	$1.9M	0.3%	14,036 SH	New
Enbridge, Inc.	Equity	$769K	0.1%	16,070 SH	New
Energy Select Sector SPDR ETF	ETF	$746K	0.1%Prev: 0.1%	16,675 SH	Increased+8,343 SH
Essential Utilities, Inc.	Equity	$1.0M	0.2%	26,908 SH	New
Exxon Mobil Corp.	Equity	$4.7M	0.9%	39,292 SH	New
FedEx Corp.	Equity	$252K	0.0%	874 SH	New
Fidelity Crypto Industry & Digital Payments ETF	ETF	$277K	0.1%	7,185 SH	New
First Resource Bank	Equity	$267K	0.0%	13,511 SH	New
First Solar Inc	Equity	$630K	0.1%	2,410 SH	New
First Trust Cloud Computing ETF	ETF	$316K	0.1%Prev: 0.1%	2,430 SH	Increased+150 SH
First Trust Large Cap Core AlphaDEX ETF	ETF	$749K	0.1%Prev: 0.2%	6,314 SH	Decreased-335 SH
First Trust Mid Cap Core AlphaDEX ETF	ETF	$1.3M	0.2%Prev: 0.2%	10,095 SH	Increased
Ford Motor Co.	Equity	$152K	0.0%	11,600 SH	New
Gamestop Corp Cl A New	Equity	$275K	0.1%	13,683 SH	New
General Mills, Inc.	Equity	$952K	0.2%	20,475 SH	New
Global X Robotics & A.I. ETF	ETF	$4.4M	0.8%Prev: 0.8%	121,980 SH	Increased+2,195 SH
Global X S&P 500 Catholic Values ETF	ETF	$317K	0.1%Prev: 0.1%	3,860 SH	Increased
Globus Medical, Inc.	Equity	$12.6M	2.3%	144,023 SH	New
Goldman Sachs Group, Inc.	Equity	$10.0M	1.8%	11,326 SH	New
Honeywell International, Inc.	Equity	$3.2M	0.6%	16,475 SH	New
IBM Corp.	Equity	$591K	0.1%	1,994 SH	New
IDEXX Laboratories, Inc.	Equity	$744K	0.1%	1,100 SH	New
Immunome, Inc.	Equity	$238K	0.0%	11,065 SH	New
Inspire 100 ETF	ETF	$776K	0.1%Prev: 0.1%	17,200 SH	Increased
Inspire 500 ETF	ETF	$763K	0.1%Prev: 0.1%	3,075 SH	Decreased
Inspire Global Hope ETF	ETF	$496K	0.1%Prev: 0.1%	11,475 SH	Increased
Inspire International ETF	ETF	$569K	0.1%Prev: 0.1%	15,600 SH	Increased
Inspire Small/Mid Cap ETF	ETF	$552K	0.1%Prev: 0.1%	14,300 SH	Decreased
Intel Corp.	Equity	$496K	0.1%	13,451 SH	New
Invesco Global Listed Private Equity ETF	ETF	$315K	0.1%Prev: 0.1%	4,700 SH	Decreased
Invesco QQQ ETF	ETF	$1.7M	0.3%Prev: 0.3%	2,756 SH	Increased+63 SH
Invesco S&P 500 Equal Weight ETF	ETF	$3.9M	0.7%Prev: 0.8%	20,452 SH	Increased+107 SH
iShares Bitcoin Trust ETF	ETF	$1.8M	0.3%Prev: 0.5%	36,386 SH	Decreased-844 SH
iShares Cohen & Steers REIT ETF	ETF	$440K	0.1%Prev: 0.1%	7,370 SH	Increased+2,150 SH
iShares Core MSCI EAFE ETF	ETF	$213K	0.0%Prev: 0.0%	2,386 SH	Increased
iShares Core S&P 500 ETF	ETF	$773K	0.1%Prev: 0.1%	1,129 SH	Increased+620 SH
iShares Core S&P Small-Cap ETF	ETF	$9.8M	1.8%Prev: 1.9%	81,705 SH	Increased+452 SH
iShares Ethereum Trust	ETF	$687K	0.1%	30,625 SH	New
iShares Flexible Income Active ETF	ETF	$4.9M	0.9%	92,800 SH	New
iShares Gold TRUST	Equity	$353K	0.1%	4,352 SH	New
iShares iBonds Dec 2030 Term Corp. ETF	ETF	$213K	0.0%	9,660 SH	New
iShares iBonds Dec 2031 Term Corp. ETF	ETF	$410K	0.1%Prev: 0.1%	19,385 SH	Increased+3,900 SH
iShares iBonds Dec 2032 Term Corp. ETF	ETF	$627K	0.1%Prev: 0.1%	24,575 SH	Increased+6,400 SH
iShares iBonds Dec 2033 Term Corp. ETF	ETF	$595K	0.1%Prev: 0.1%	22,765 SH	Increased+4,665 SH
iShares iBonds Dec 2034 Term Corp. ETF	ETF	$267K	0.0%Prev: 0.0%	10,115 SH	Increased+1,490 SH
iShares MSCI EAFE Index Fund ETF	ETF	$1.3M	0.2%Prev: 0.2%	13,169 SH	Increased+711 SH
iShares MSCI Emerging Markets Index Fund ETF	ETF	$1.2M	0.2%Prev: 0.2%	21,445 SH	Increased+1,900 SH
iShares MSCI Kld Social Index ETF	ETF	$386K	0.1%Prev: 0.1%	3,000 SH	Increased
iShares Russell 2000 ETF	ETF	$225K	0.0%Prev: 0.0%	916 SH	Increased
iShares Russell Top 200 Growth ETF	ETF	$224K	0.0%Prev: 0.0%	810 SH	Increased
iShares S&P Mid Cap 400 Index ETF	ETF	$679K	0.1%Prev: 0.1%	10,295 SH	Increased+1,540 SH
iShares S&P National Muni Bond ETF	ETF	$4.6M	0.8%Prev: 0.7%	43,029 SH	Increased+8,639 SH
iShares Select Dividend ETF	ETF	$10.1M	1.9%Prev: 2.0%	71,467 SH	Decreased+189 SH
iShares U.S. Home Construction ETF	ETF	$575K	0.1%Prev: 0.1%	5,970 SH	Decreased
iShares US Preferred Stock ETF	ETF	$2.9M	0.5%Prev: 0.6%	93,771 SH	Decreased-2,973 SH
J.P. Morgan Chase & Co.	Equity	$7.9M	1.4%	24,392 SH	New
Janus Henderson AAA CLO ETF	ETF	$500K	0.1%Prev: 0.1%	9,890 SH	Decreased
Johnson & Johnson	Equity	$5.5M	1.0%	26,524 SH	New
JP Morgan Municipal ETF	ETF	$808K	0.1%	16,000 SH	New
JPMorgan Active Bond ETF	ETF	$1.3M	0.2%Prev: 0.2%	24,410 SH	Increased+1,800 SH
JPMorgan Core Plus Bond ETF	ETF	$1.3M	0.2%Prev: 0.2%	27,020 SH	Increased+2,000 SH
JPMorgan Equity Premium Income ETF	ETF	$7.5M	1.4%Prev: 1.4%	131,429 SH	Increased+5,101 SH
JPMorgan Flexible Debt ETF	ETF	$20.8M	3.8%Prev: 3.6%	413,979 SH	Increased+44,667 SH
JPMorgan International Hedged Equity ETF	ETF	$5.2M	0.9%Prev: 0.8%	98,677 SH	Increased+16,649 SH
JPMorgan Nasdaq Equity Premium Income ETF	ETF	$1.3M	0.2%Prev: 0.2%	21,609 SH	Increased+8 SH
JPMorgan Ultra-Short Income ETF	ETF	$574K	0.1%Prev: 0.1%	11,350 SH	Decreased
Kinder Morgan, Inc.	Equity	$12.3M	2.3%	448,929 SH	New
KKR & Co.	Equity	$7.2M	1.3%	56,506 SH	New
Lam Research Corp.	Equity	$695K	0.1%	4,060 SH	New
Lockheed Martin Corp.	Equity	$7.3M	1.3%	15,150 SH	New
Lowe's Companies, Inc.	Equity	$3.0M	0.6%	12,480 SH	New
Marvell Technology Group, LTD	Equity	$205K	0.0%	2,415 SH	New
Mastercard, Inc.	Equity	$243K	0.0%	426 SH	New
McDonald's Corp.	Equity	$1.8M	0.3%	5,799 SH	New
Medtronic plc	Equity	$2.2M	0.4%	22,750 SH	New
Merck & Co.	Equity	$2.8M	0.5%	26,383 SH	New
Meta Platforms, Inc.	Equity	$6.2M	1.1%	9,438 SH	New
Microsoft Corp.	Equity	$12.6M	2.3%	26,117 SH	New
Mondelez International, Inc.	Equity	$1.0M	0.2%	19,165 SH	New
Netflix, Inc.	Equity	$780K	0.1%	8,323 SH	New
Northrop Grumman Corp.	Equity	$238K	0.0%	417 SH	New
Nvidia Corp.	Equity	$15.1M	2.8%	80,792 SH	New
Omega Healthcare Investors, Inc.	Equity	$3.1M	0.6%	69,855 SH	New
Oracle Corp.	Equity	$2.1M	0.4%	10,996 SH	New
Palantir Technologies, Inc.	Equity	$4.1M	0.8%	23,053 SH	New
Paychex, Inc.	Equity	$1.7M	0.3%	14,852 SH	New
PepsiCo, Inc.	Equity	$1.7M	0.3%	12,151 SH	New
Pfizer, Inc.	Equity	$2.4M	0.4%	97,560 SH	New
Philip Morris International, Inc.	Equity	$265K	0.0%	1,650 SH	New
Phillips 66	Equity	$313K	0.1%	2,424 SH	New
PIMCO Intermediate Muni Bond Active ETF	ETF	$1.9M	0.3%Prev: 0.2%	36,200 SH	Increased+15,825 SH
PIMCO Municipal Income Opportunities Active ETF	ETF	$1.7M	0.3%Prev: 0.2%	37,015 SH	Increased+16,915 SH
PPL Corp.	Equity	$955K	0.2%	27,261 SH	New
Prime Medicine Inc	Equity	$46K	0.0%	13,400 SH	New
Procter & Gamble Co.	Equity	$2.8M	0.5%	19,534 SH	New
Public Storage	Equity	$753K	0.1%	2,903 SH	New
Quanta Services, Inc.	Equity	$378K	0.1%	895 SH	New
Reaves Utility Income Fund	CEF	$6.9M	1.3%Prev: 1.5%	189,328 SH	Decreased-1,527 SH
Regeneron Pharmaceuticals, Inc.	Equity	$2.6M	0.5%	3,352 SH	New
Rio Tinto Group	ADR	$203K	0.0%	2,533 SH	New
Rolls-Royce Holdings	Equity	$204K	0.0%	13,000 SH	New
RTX Corp.	Equity	$984K	0.2%	5,365 SH	New
Salesforce, Inc.	Equity	$300K	0.1%	1,133 SH	New
Schwab International Equity ETF	ETF	$507K	0.1%Prev: 0.1%	21,086 SH	Increased+880 SH
Schwab U.S. Broad Market ETF	ETF	$236K	0.0%Prev: 0.0%	9,005 SH	Increased
Schwab U.S. Dividend Equity ETF	ETF	$503K	0.1%Prev: 0.1%	18,328 SH	Increased+3,852 SH
Schwab U.S. Large-Cap ETF	ETF	$243K	0.0%Prev: 0.0%	9,033 SH	Increased+91 SH
Shopify, Inc.	Equity	$4.7M	0.9%	29,042 SH	New
SPDR Aerospace & Defense ETF	ETF	$516K	0.1%Prev: 0.1%	2,140 SH	Increased
SPDR Bloomberg Convertible Securities ETF	ETF	$4.8M	0.9%Prev: 1.0%	54,257 SH	Decreased-595 SH
SPDR Gold MiniShares ETF	ETF	$10.8M	2.0%Prev: 2.0%	126,458 SH	Increased-9,967 SH
SPDR Gold Trust ETF	ETF	$226K	0.0%Prev: 0.0%	569 SH	Increased
SPDR Mid Cap ETF	ETF	$2.3M	0.4%Prev: 0.4%	39,098 SH	Decreased-538 SH
SPDR S&P 500 ETF	ETF	$2.2M	0.4%Prev: 0.4%	3,238 SH	Decreased-120 SH
SPDR S&P 500 Growth ETF	ETF	$1.3M	0.2%Prev: 0.2%	11,778 SH	Increased+1 SH
SPDR S&P MidCap 400 ETF	ETF	$2.5M	0.5%Prev: 0.5%	4,098 SH	Decreased-201 SH
Strategy, Inc.	Equity	$807K	0.1%	5,310 SH	New
Stryker Corp.	Equity	$1.1M	0.2%	3,221 SH	New
T Rowe Price Capital Appreciation	ETF	$210K	0.0%	5,500 SH	New
T Rowe Price US Equity Research ETF	ETF	$364K	0.1%	8,500 SH	New
TE Connectivity, Ltd.	Equity	$212K	0.0%	934 SH	New
Tema Heart & Health ETF	ETF	$4.7M	0.9%Prev: 0.8%	134,560 SH	Increased-5,780 SH
Tesla, Inc.	Equity	$4.9M	0.9%	11,006 SH	New
The Boeing Company	Equity	$317K	0.1%	1,460 SH	New
The Charles Schwab Corp.	Equity	$3.2M	0.6%	31,571 SH	New
The Home Depot, Inc.	Equity	$7.0M	1.3%	20,387 SH	New
The Mosaic Co.	Equity	$2.9M	0.5%	120,262 SH	New
The TJX Companies, Inc.	Equity	$849K	0.2%	5,525 SH	New
Truist Financial Corp.	Equity	$4.6M	0.8%	92,796 SH	New
Uber Technologies, Inc.	Equity	$205K	0.0%	2,511 SH	New
Unilever PLC ADR	ADR	$274K	0.1%Prev: 0.1%	4,197 SH	Decreased-528 SH
UnitedHealth Group, Inc.	Equity	$557K	0.1%	1,686 SH	New
VanEck BDC Income ETF	ETF	$4.8M	0.9%	337,425 SH	New
VanEck Gold Miners ETF	ETF	$12.9M	2.4%Prev: 2.4%	149,888 SH	Increased-14,866 SH
VanEck Junior Gold Miners ETF	ETF	$1.1M	0.2%Prev: 0.2%	9,550 SH	Increased-1,250 SH
VanEck Morningstar Wide Moat ETF	ETF	$4.9M	0.9%Prev: 0.9%	47,149 SH	Increased-889 SH
VanEck Rare Earth & Strategic Metals ETF	ETF	$3.0M	0.6%	40,510 SH	New
VanEck Semiconductor ETF	ETF	$1.5M	0.3%Prev: 0.3%	4,241 SH	Increased-144 SH
VanEck Uranium & Nuclear ETF	ETF	$3.3M	0.6%Prev: 0.7%	26,400 SH	Decreased+1,028 SH
Vanguard Core Tax Exempt Bond	ETF	$247K	0.0%	3,265 SH	New
Vanguard Developed Markets Index ETF	ETF	$325K	0.1%Prev: 0.1%	5,197 SH	Increased+31 SH
Vanguard Dividend Appreciation ETF	ETF	$911K	0.2%Prev: 0.2%	4,145 SH	Increased+3 SH
Vanguard Emerging Markets Stock Index ETF	ETF	$657K	0.1%Prev: 0.1%	12,228 SH	Decreased+26 SH
Vanguard Extended Market Index Fund ETF	ETF	$209K	0.0%Prev: 0.0%	1,000 SH	Decreased
Vanguard Growth Index ETF	ETF	$618K	0.1%Prev: 0.1%	1,268 SH	Increased-9 SH
Vanguard S&P 500 ETF	ETF	$648K	0.1%Prev: 0.1%	1,033 SH	Increased+5 SH
Vanguard Short-Term Bond Index ETF	ETF	$245K	0.0%Prev: 0.0%	3,104 SH	Increased+9 SH
Vanguard Small Cap Index ETF	ETF	$241K	0.0%	933 SH	New
Vanguard Total Bond Market Index ETF	ETF	$485K	0.1%Prev: 0.1%	6,550 SH	Decreased-725 SH
Vanguard Total Stock Market Index ETF	ETF	$938K	0.2%Prev: 0.2%	2,797 SH	Increased-1 SH
Vanguard Total World Stock Index ETF	ETF	$516K	0.1%Prev: 0.1%	3,656 SH	Increased+7 SH
Vanguard Utilities ETF	ETF	$3.5M	0.6%Prev: 0.7%	18,982 SH	Decreased
Vanguard Value Index ETF	ETF	$366K	0.1%Prev: 0.1%	1,919 SH	Increased+7 SH
Vertex, Inc.	Equity	$589K	0.1%	29,470 SH	New
Vertiv Holdings Co.	Equity	$3.6M	0.7%	22,476 SH	New
Visa, Inc.	Equity	$7.5M	1.4%	21,439 SH	New
Walmart, Inc.	Equity	$5.5M	1.0%	49,377 SH	New
Walt Disney Co.	Equity	$585K	0.1%	5,143 SH	New
Waste Management, Inc.	Equity	$415K	0.1%	1,888 SH	New
Welltower, Inc.	Equity	$223K	0.0%	1,200 SH	New
Zoetis, Inc.	Equity	$226K	0.0%	1,800 SH	New
Zscaler, Inc.	Equity	$2.5M	0.5%	11,030 SH	New

Sold (vs prior filing)

3M Company — $512K
Abbott Laboratories — $1.6M
Adobe, Inc. — $314K
Advanced Micro Devices, Inc. — $559K
Air Products & Chemicals, Inc. — $764K
Alibaba Group Holding, Ltd. — $289K
Alphabet, Inc. A — $14.0M
Alphabet, Inc. C — $4.7M
Altria Group, Inc. — $438K
Amazon.com, Inc. — $15.8M
American Express Co. — $622K
American Tower Corp. — $2.4M
Amgen, Inc. — $3.7M
Annovis Bio, Inc. — $48K
Apple, Inc. — $34.4M
Aurora Innovation, Inc. — $1.3M
Automatic Data Processing — $220K
Bank of America Corp. — $310K
Berkshire Hathaway, Inc. B — $4.8M
BlackRock, Inc. — $3.8M
… and 101 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001701132-26-000001	$542.9M	View
Oct 28, 2025	Q3 2025	13F-HR	0001701132-25-000010	$513.9M	View
Jul 28, 2026	Q2 2026