Sterling Investment Advisors, Ltd.
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$552.4M
Holdings
206
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
Apple, Inc.
Held since at least Q1 2024
6.2%
02
$JFLX
JPMorgan Flexible Debt ETF
Held since at least Q1 2024
4.0%
03
$DVY
iShares Flexible Income Active ETF
Held since at least Q1 2024
3.8%
04
$GOOGL
Alphabet, Inc. A
Held since at least Q1 2024
2.8%
05
$AMZN
Amazon.com, Inc.
Held since at least Q1 2024
2.8%
06
$NVDA
Nvidia Corp.
Held since at least Q1 2024
2.6%
07
$KMI
Kinder Morgan, Inc.
Held since at least Q1 2024
2.6%
08
$GDX
VanEck Gold Miners ETF
Held since at least Q1 2024
2.3%
09
$GMED
Globus Medical, Inc.
Held since at least Q1 2024
2.3%
10
$GQ9
SPDR Gold MiniShares ETF
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:22 UTC.