SEC Form 13F

Sterling Investment Advisors, Ltd. 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$598,696,692
Positions228

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Apple, Inc.AAPLCOM$37,896,511130,967
JPMorgan Flexible Debt ETFJFLXETF$22,785,093452,085
Alphabet, Inc. AGOOGLCOM$18,403,36751,497
CrowdStrike Holdings, Inc.CRWDCOM$17,751,40023,261
Amazon.com, Inc.AMZNCOM$16,926,37471,018
Nvidia Corp.NVDACOM$16,424,32382,085
iShares Flexible Income Active ETFDVYETF$12,190,080232,902
iShares Core S&P Small-Cap ETFSPSMETF$11,826,90379,744
Kinder Morgan, Inc.KMICOM$11,462,604358,543
Globus Medical, Inc.GMEDCOM$11,379,257144,023

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page