Sterling Investment Advisors Llc Portfolio Analysis: Q2 2026 Activity Report

Portfolio Overview

Sterling Investment Advisors Llc managed a total portfolio value of $217,415,159 as of June 30, 2026. The fund's holdings are primarily concentrated in large-cap US stocks and fixed income securities.

Major Purchases This Quarter

The most significant buying activity during Q2 2026 involved **ISHARES TR (IEFA)**, which saw an increase of 8,272 shares (+2.05%). Sterling also notably increased their position in **VANGUARD INTL EQUITY INDEX F (VWO)** by acquiring all available shares during the quarter.

• ISHARES INC (IEMG): Experienced a notable decrease of 14,721 shares (-5.53%)
• SPDR INDEX SHS FDS (GNR): Increased by 8,102 shares (+2.40%)
• ISHARES TR (IJH): Decreased slightly by 2,763 shares (-2.22%)

Persistent Large-Cap US Focus

Sterling Investment Advisors continues to favor large-cap US equities, as evidenced by their top holdings. **ISHARES TR (IEFA)** remains the largest position at 17.88% of the portfolio value, followed closely by **VANGUARD INDEX FDS (VTV)** and **ISHARES INC (IEMG)**.

Shifts in Sector Exposure

The fund's sector allocation shows a heavy concentration in US large-cap stocks. The Technology sector holds approximately 2.01% of the portfolio value, while fixed income allocations like **ISHARES TR (HDV)** and **ISHARES TR (STIP)** contribute to diversification.

Recent Acquisitions

In addition to increasing their exposure in existing positions, Sterling Investment Advisors added two new holdings during Q2 2026: the small-cap blend fund **ISHARES TR (IJH)** and the international equity index fund **VANGUARD INTL EQUITY INDEX F (VWO)**.

Conclusion

Sterling Investment Advisors appears to maintain a strategic focus on large-cap US equities, with some selective additions in other sectors. Their portfolio structure suggests an attempt to balance exposure across different market caps and asset classes while maintaining significant holdings in established index funds.