13F Filings History of STERLING INVESTMENT ADVISORS LLC /ADV

Latest 13F report
Q3 2025 - 29 Oct 2025
Value $
$201,913,647
Signature - Title
James Jones - Managing Member
Location
Bolivar, MO
Summary
This page shows a list of all the recent 13F filings made by STERLING INVESTMENT ADVISORS LLC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STERLING INVESTMENT ADVISORS LLC /ADV reported 39 stock holdings with total value $201,913,647 as of Q3 2025. Top holdings included IEFA, IVV, IEMG, SGOV, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 39 $201,913,647 +$22,088,515 -$12,254,082 +$9,834,433 IEFA, IVV, IEMG, SGOV, VTV 13F-HR 29 Oct 2025, 11:20
Q2 2025 37 $176,663,600 +$4,594,976 -$39,623,515 -$35,028,539 IEFA, IVV, IEMG, SGOV, LEMB 13F-HR 10 Jul 2025, 11:33
Q1 2025 35 $177,653,544 +$4,868,661 -$1,325,100 +$3,543,561 IEFA, IVV, IEMG, SGOV, LEMB 13F-HR 24 Apr 2025, 18:09
Q4 2024 37 $171,154,195 +$4,186,508 -$3,084,115 +$1,102,393 IEFA, IVV, IEMG, SGOV, VTV 13F-HR 14 Jan 2025, 14:21
Q3 2024 34 $177,844,486 +$4,865,644 -$438,813 +$4,426,831 IEFA, IVV, IEMG, SGOV, VTV 13F-HR 21 Oct 2024, 11:50
Q2 2024 33 $163,820,328 +$582,248 -$6,741,611 -$6,159,363 IEFA, IVV, IEMG, SGOV, VTV 13F-HR 10 Jul 2024, 17:26
Q1 2024 33 $170,578,368 +$10,467,065 -$1,782,539 +$8,684,526 IEFA, IVV, IEMG, SGOV, VTV 13F-HR 11 Apr 2024, 11:25
Q4 2023 32 $161,302,276 +$5,946,932 -$13,261,374 -$7,314,442 IEFA, IVV, IEMG, SGOV, LEMB 13F-HR 17 Jan 2024, 09:05
Q3 2023 31 $156,869,293 +$10,977,109 -$5,754,952 +$5,222,157 IEFA, IVV, IEMG, SGOV, LEMB 13F-HR 26 Oct 2023, 13:54
Q2 2023 29 $157,179,640 +$3,676,405 -$4,521,666 -$845,261 IEFA, IVV, IEMG, IVE, LEMB 13F-HR 28 Jul 2023, 17:58
Q1 2023 27 $154,504,981 +$3,949,698 -$2,321,462 +$1,628,236 IEFA, IVV, IEMG, IVE, LEMB 13F-HR 17 Apr 2023, 16:01
Q4 2022 27 $146,248,599 +$9,124,320 -$7,719,287 +$1,405,033 IEFA, IVV, IEMG, IVE, IJH 13F-HR 26 Jan 2023, 15:01
Q3 2022 24 $133,316,000 +$1,518,346 -$3,622,711 -$2,104,365 IEFA, IVV, IEMG, QLTA, TIP 13F-HR 25 Oct 2022, 18:08
Q2 2022 24 $145,665,000 +$3,640,653 -$4,224,575 -$583,922 IEFA, IVV, IEMG, QLTA, TIP 13F-HR 27 Jul 2022, 12:57
Q1 2022 30 $168,996,000 +$7,225,379 -$5,359,663 +$1,865,716 IEFA, IVV, IEMG, QLTA, IVE 13F-HR 14 Apr 2022, 17:12
Q4 2021 31 $175,671,000 +$6,385,369 -$1,094,284 +$5,291,085 IEFA, IVV, QLTA, IEMG, IVE 13F-HR 25 Jan 2022, 13:55
Q3 2021 27 $166,144,000 +$4,629,074 -$491,410 +$4,137,664 IEFA, IVV, QLTA, IEMG, IVE 13F-HR 15 Oct 2021, 18:16
Q2 2021 27 $165,199,000 +$4,015,328 -$3,134,707 +$880,621 IEFA, IVV, QLTA, IEMG, IVE 13F-HR 28 Jul 2021, 11:02
Q1 2021 27 $157,821,000 +$3,494,000 -$2,018,192 +$1,475,808 IEFA, IVV, QLTA, IEMG, IVE 13F-HR 19 Apr 2021, 09:36
Q4 2020 27 $150,921,000 +$7,025,243 -$808,060 +$6,217,183 IEFA, IVV, QLTA, IEMG, ISTB 13F-HR 27 Jan 2021, 16:28
Q3 2020 22 $130,983,000 +$11,454,164 -$8,638,899 +$2,815,265 IEFA, IVV, QLTA, IEMG, IVE 13F-HR 14 Oct 2020, 12:31
Q2 2020 24 $124,639,000 +$10,764,531 -$2,081,769 +$8,682,762 IEFA, IVV, QLTA, IEMG, IJH 13F-HR 13 Jul 2020, 12:58
Q1 2020 25 $108,090,000 +$3,346,828 -$1,993,163 +$1,353,665 IEFA, IVV, QLTA, IEMG, ISTB 13F-HR 22 Apr 2020, 14:52
Q4 2019 27 $130,056,000 +$1,055,363 -$2,526,600 -$1,471,237 IEFA, IVV, QLTA, IEMG, IJH 13F-HR 14 Feb 2020, 08:50
Q3 2019 28 $125,961,000 +$1,224,275 -$513,390 +$710,885 IEFA, IVV, QLTA, IEMG, IJH 13F-HR 16 Oct 2019, 15:39
Q2 2019 28 $125,490,000 +$1,323,441 -$420,654 +$902,787 IEFA, IVV, QLTA, IEMG, IJH 13F-HR 19 Jul 2019, 13:49
Q1 2019 28 $122,408,000 +$12,336,171 -$713,317 +$11,622,854 IEFA, IVV, QLTA, IEMG, IJH 13F-HR 10 Apr 2019, 11:59
Q4 2018 28 $112,472,000 +$2,544,666 -$1,334,584 +$1,210,082 IEFA, IVV, LQD, IEMG, ISTB 13F-HR 29 Jan 2019, 16:36
Q3 2018 28 $122,490,000 +$3,250,322 -$927,082 +$2,323,240 IEFA, IVV, LQD, IEMG, IJH 13F-HR 11 Oct 2018, 15:54
Q2 2018 28 $118,520,000 +$3,737,370 -$4,772,188 -$1,034,818 IEFA, IVV, LQD, IEMG, IJH 13F-HR 13 Jul 2018, 16:10
Q1 2018 28 $121,223,000 +$2,423,650 -$952,130 +$1,471,520 IEFA, LQD, IVV, IEMG, IJH 13F-HR 23 Apr 2018, 17:42
Q4 2017 28 $120,987,000 +$1,313,629 -$1,376,174 -$62,545 IEFA, IVV, LQD, IEMG, IJH 13F-HR 26 Jan 2018, 10:49
Q3 2017 28 $117,531,000 +$4,751,990 -$634,764 +$4,117,226 IEFA, IVV, LQD, IEMG, IJH Restatement 20 Oct 2017, 11:07
Q2 2017 26 $109,573,000 +$3,390,777 -$801,561 +$2,589,216 IEFA, IVV, LQD, IEMG, IJH 13F-HR 14 Jul 2017, 12:25
Q1 2017 25 $104,430,000 +$4,371,623 -$63,748 +$4,307,875 IEFA, IVV, LQD, IEMG, IJH 13F-HR 13 Apr 2017, 17:19
Q4 2016 25 $97,147,000 +$2,410,619 -$1,538,445 +$872,174 IEFA, IVV, LQD, IEMG, IJH 13F-HR 09 Jan 2017, 14:04
Q3 2016 25 $94,296,445 +$12,317,561 -$2,190,066 +$10,127,495 IEFA, IVV, LQD, IEMG, IJH 13F-HR 13 Oct 2016, 11:29
Q2 2016 33 $95,006,646 +$2,141,712 -$1,108,225 +$1,033,487 IEFA, IVV, LQD, IEMG, USCI 13F-HR 15 Jul 2016, 09:28
Q1 2016 29 $94,800,000 +$1,427,735 -$1,257,929 +$169,806 IEFA, IVV, LQD, IEMG, USCI 13F-HR 19 Apr 2016, 21:39
Q4 2015 29 $92,746,000 +$5,932,909 -$1,608,537 +$4,324,372 IEFA, IVV, LQD, IEMG, USCI 13F-HR 04 Feb 2016, 11:44
Q3 2015 29 $87,525,000 +$2,448,161 -$2,195,304 +$252,857 IEFA, IVV, LQD, IEMG, USCI 13F-HR 29 Oct 2015, 10:31
Q2 2015 28 $94,226,000 +$20,996 -$3,883,163 -$3,862,167 IEFA, IVV, LQD, IEMG, USCI 13F-HR 27 Jul 2015, 15:19
Q1 2015 28 $99,228,000 +$2,216,268 -$1,162,025 +$1,054,243 IEFA, IVV, LQD, IEMG, IJH 13F-HR 05 May 2015, 15:41
Q4 2014 27 $96,927,000 $0 IEFA, IVV, LQD, IEMG, IJH 13F-HR 04 Feb 2015, 13:31