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Sterling Wealth Advisors Inc.
Sterling Wealth Advisors®, Inc. is a fee-only, registered investment adviser based in Plantation, Florida, serving clients primarily in Plantation and Fort Lauderdale. Founded as a corporation in 2001 (with roots as a sole proprietorship since 1998), the firm is led by Elizabeth A. Barrett, its sole principal owner. Sterling Wealth Advisors provides financial planning and discretionary investment advisory services to individuals, high net worth individuals, trusts, and estates, utilizing a consultative and fiduciary approach. The firm maintains a dedicated client focus and does not sell insurance or investment products, nor accept commissions or referral fees. As of June 2025, the firm employs 7 people.
Investment Strategy
Sterling Wealth Advisors offers fee-only, fiduciary-based investment management and financial planning. Their approach combines comprehensive financial planning (addressing retirement, estate planning, risk management, and investment allocation) with ongoing discretionary portfolio management tailored to the individual goals, risk tolerance, and personal circumstances of each client. The firm serves individuals and high net worth individuals, constructing diversified portfolios and providing ongoing advice through scheduled meetings and reviews, with a strong emphasis on transparency, long-term planning, and avoiding commissions or product-driven sales.
Latest 13F Filing Activity
Sterling Wealth Advisors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 20 equity positions with a total 13F market value of $157M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Sterling Wealth Advisors Inc. reduced exposure to Dimensional Etf Trust, Dimensional Etf Trust, Vanguard Whitehall FDS among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 30.59% | $47.9M | 1,053,325 | $40.77 | $45.76 | +$3.8M |
D DFSD | DIMENSIONAL ETF TRUST | 16.01% | $25.1M | 517,783 | $46.90 | $48.19 | +$244.2K |
D DFUS | DIMENSIONAL ETF TRUST | 14.64% | $22.9M | 317,749 | $63.61 | $72.44 | +$1.9M |
D DFAI | DIMENSIONAL ETF TRUST | 8.88% | $13.9M | 380,052 | $29.89 | $36.35 | +$2.0M |
D DFIC | DIMENSIONAL ETF TRUST | 6.84% | $10.7M | 326,151 | $25.99 | $32.79 | +$587.1K |
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