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Sterling Investment Management, LLC
Sterling Investment Management, LLC is an SEC-registered investment adviser headquartered in Tucson, Arizona. The firm was incorporated in Arizona and primarily serves individual investors, especially high net worth individuals. Founded in 2011 (name change from previous entity), Sterling manages over $2.3 billion in assets as of May 2025. Employee count ranges from 6 to 51 based on filings, indicating either a recent expansion or differing reporting sources. The firm delivers portfolio management and related advisory services with a disciplined investment approach.
Investment Strategy
Sterling Investment Management, LLC focuses on providing personalized investment advisory services to individuals, with an emphasis on both high net worth and mass affluent clients. The firm manages discretionary and non-discretionary accounts, constructing diversified portfolios across equities, fixed income, and exchange-traded funds. Its philosophy centers on long-term capital appreciation and risk management, balancing growth opportunities with prudent investment selection to meet specific client goals.
Latest 13F Filing Activity
Sterling Investment Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 66 equity positions with a total 13F market value of $166M. The fund increased holdings in Vanguard Mortgage-backed Securities Etf, Pepsico Inc. Com, SPDR Gold Shares among other positions. Sterling Investment Management, LLC reduced exposure to Canadian Natl RY Co. Com, British Amern Tob PLC Sponsored Adr, Berkshire Hathaway Inc. Del CL B New among others.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 9.14% | $15.2M | 323,900 | $46.36 | $46.96 | +$4.5M |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 9.05% | $15.1M | 29,964 | $234.02 | $502.74 | -$910.0K | |
G GLD | SPDR GOLD SHARES | 7.50% | $12.5M | 35,130 | $151.91 | $355.47 | +$1.7M |
B BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 4.09% | $6.8M | 74,183 | $91.51 | $91.75 | -$178.4K |
S SPGI | S&P GLOBAL INC COM | 3.43% | $5.7M | 11,749 | $430.46 | $486.71 | +$1.1M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner and Chief Investment Officer | Tucson, AZ , United States | |
M Miguel Silva | Portfolio Manager | Tucson, AZ , United States | |
A Arumayta Arguello | Portfolio Manager | Tucson, AZ , United States | |
 | Research Analyst and Trader | South Jordan, UT , United States |
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