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Sterling Financial Planning

Latest statistics and disclosures from Sterling Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAU, IJJ, IJT, IJK, IVW, and represent 28.29% of Sterling Financial Planning's stock portfolio.
Added to shares of these 10 stocks: BIV, VCSH, DFIP, BSV, ABT, DFGR, BNDX, VYM, IVW, XBJA.
Started 3 new stock positions in VDE, UFEB, ABT.
Reduced shares in these 10 stocks: IAU, DFIV, GLD, BND, IJS, DIVS, IDV, FNDX, VBR, IHI.
Sold out of its positions in BDX, DIVS, IHI, OTIS, PRU, RCL.
Sterling Financial Planning was a net buyer of stock by $485k.
Sterling Financial Planning has $337M in assets under management (AUM), dropping by 1.64%.
Central Index Key (CIK): 0001844278

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Portfolio Holdings for Sterling Financial Planning

Sterling Financial Planning holds 117 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Gold Tr Ishares New (IAU)	6.2	$21M	-8%	235k	88.16	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	6.0	$20M		154k	132.50	View chart
Ishares Tr S&P SML 600 GWT (IJT)	5.6	$19M		130k	144.71	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	5.5	$19M		186k	100.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.0	$17M		149k	113.11	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.8	$16M	-3%	308k	52.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.6	$12M	+3%	81k	148.10	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.5	$12M		424k	27.85	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.5	$12M		296k	39.44	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.3	$11M	+10%	143k	77.18	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.0	$10M		290k	35.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	2.7	$9.1M	-2%	77k	118.45	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	2.6	$8.9M	+3%	285k	31.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$8.1M		12k	653.22	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	2.1	$7.1M	+10%	171k	41.72	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.9	$6.3M		177k	35.78	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.9	$6.3M	+7%	235k	26.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.4	$4.8M		23k	211.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$4.7M	-2%	69k	67.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$4.6M	+11%	59k	78.41	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$4.6M	-9%	11k	430.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$4.5M		41k	111.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$4.4M	+19%	56k	79.27	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.3	$4.4M	+2%	192k	22.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$4.0M		7.0k	577.16	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$4.0M	+5%	22k	184.28	View chart
Apple (AAPL)	1.2	$4.0M		16k	253.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$3.9M	+4%	77k	49.89	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.0	$3.3M	+3%	33k	101.14	View chart
Ishares Tr Intl Sel Div Etf (IDV)	1.0	$3.2M	-6%	75k	42.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.9	$2.9M		11k	257.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$2.9M	+14%	59k	48.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$2.8M		32k	88.70	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$2.8M	+10%	56k	49.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$2.6M	+2%	8.5k	302.24	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.7	$2.5M	-7%	53k	46.36	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.7	$2.4M		40k	60.10	View chart
Johnson & Johnson (JNJ)	0.7	$2.4M	-5%	9.7k	244.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$2.3M	-9%	10k	217.25	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.2M		13k	169.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.8M	-2%	29k	64.08	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.7M		16k	106.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.7M		2.6k	650.41	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$1.6M	-3%	14k	110.36	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$1.4M		31k	47.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.4M		11k	124.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$1.3M	-6%	17k	78.41	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M	-3%	3.3k	370.11	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$1.2M	+5%	50k	23.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.1M		2.3k	479.20	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$1.0M	+4%	28k	35.71	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.0M		5.2k	192.90	View chart
Selective Insurance (SIGI)	0.2	$819k	-4%	11k	75.39	View chart
Realty Income (O)	0.2	$785k		13k	61.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$776k	+2%	1.8k	436.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$764k		2.7k	287.56	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$739k		10k	70.91	View chart
Eli Lilly & Co. (LLY)	0.2	$715k		777.00	920.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$690k		15k	46.13	View chart
Costco Wholesale Corporation (COST)	0.2	$639k	+21%	641.00	997.08	View chart
3M Company (MMM)	0.2	$634k		4.4k	145.24	View chart
Calamos Etf Tr S&p 500 Struct (CPSY)	0.2	$625k	+44%	25k	25.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$621k		2.9k	215.08	View chart
Meta Platforms Cl A (META)	0.2	$599k	+3%	1.0k	572.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$588k		3.1k	191.92	View chart
JPMorgan Chase & Co. (JPM)	0.2	$584k		2.0k	294.16	View chart
Amazon (AMZN)	0.2	$559k	+2%	2.7k	208.27	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.2	$556k	-7%	12k	45.87	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$553k		6.5k	85.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$549k	+2%	1.9k	287.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$495k	-3%	1.7k	286.89	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$495k		15k	32.95	View chart
Pepsi (PEP)	0.1	$493k		3.2k	155.29	View chart
Deere & Company (DE)	0.1	$486k		862.00	563.30	View chart
Provident Financial Services (PFS)	0.1	$459k	-13%	22k	21.16	View chart
Abbott Laboratories (ABT)	0.1	$449k	NEW	4.4k	102.67	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.1	$419k	+7%	16k	26.28	View chart
Chevron Corporation (CVX)	0.1	$412k	-6%	2.0k	206.92	View chart
Procter & Gamble Company (PG)	0.1	$406k	-2%	2.8k	144.44	View chart
International Business Machines (IBM)	0.1	$404k		1.7k	242.34	View chart
General Dynamics Corporation (GD)	0.1	$386k		1.1k	343.07	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$363k	-6%	11k	33.67	View chart
Merck & Co (MRK)	0.1	$363k		3.0k	120.29	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$358k		3.8k	93.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$343k	-3%	6.4k	54.05	View chart
NVIDIA Corporation (NVDA)	0.1	$332k		1.9k	174.45	View chart
Verizon Communications (VZ)	0.1	$318k		6.3k	50.20	View chart
Lam Research Corp Com New (LRCX)	0.1	$307k		1.4k	213.66	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$304k		7.7k	39.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$304k		1.6k	191.78	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$303k		7.7k	39.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$291k		1.9k	151.39	View chart
Enterprise Products Partners (EPD)	0.1	$287k		7.6k	37.84	View chart
Carrier Global Corporation (CARR)	0.1	$283k		5.0k	56.31	View chart
Home Depot (HD)	0.1	$283k		860.00	328.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$281k	-3%	7.9k	35.37	View chart
Abbvie (ABBV)	0.1	$280k		1.3k	217.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$280k		872.00	320.88	View chart
McDonald's Corporation (MCD)	0.1	$278k	-5%	895.00	310.77	View chart
Lowe's Companies (LOW)	0.1	$275k		1.2k	236.28	View chart
Public Service Enterprise (PEG)	0.1	$270k		3.3k	80.94	View chart
Ge Aerospace Com New (GE)	0.1	$263k		925.00	283.80	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$262k		2.8k	93.74	View chart
Tesla Motors (TSLA)	0.1	$258k	-5%	695.00	371.75	View chart
Calamos Etf Tr S&p 500 Structur (CPSJ)	0.1	$254k		9.4k	26.87	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$253k		2.6k	95.98	View chart
Caterpillar (CAT)	0.1	$249k	-5%	351.00	708.46	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$244k		9.7k	25.10	View chart
Eversource Energy (ES)	0.1	$239k		3.5k	69.28	View chart
Vanguard World Energy Etf (VDE)	0.1	$226k	NEW	1.3k	173.04	View chart
Calamos Etf Tr S&p 500 Structur (CPST)	0.1	$216k		8.0k	26.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$212k	-63%	2.9k	73.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$210k		589.00	356.56	View chart
Cisco Systems (CSCO)	0.1	$210k		2.7k	77.59	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$205k	NEW	5.7k	36.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$201k		337.00	596.67	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$119k		14k	8.62	View chart

Past Filings by Sterling Financial Planning

SEC 13F filings are viewable for Sterling Financial Planning going back to 2020

Sterling Financial Planning 2026 Q1 filed May 6, 2026
Sterling Financial Planning 2025 Q4 filed Jan. 27, 2026
Sterling Financial Planning 2025 Q3 filed Oct. 24, 2025
Sterling Financial Planning 2025 Q2 filed July 28, 2025
Sterling Financial Planning 2025 Q1 filed April 29, 2025
Sterling Financial Planning 2024 Q4 filed Feb. 3, 2025
Sterling Financial Planning 2024 Q3 filed Oct. 31, 2024
Sterling Financial Planning 2024 Q2 filed July 30, 2024
Sterling Financial Planning 2024 Q1 filed May 6, 2024
Sterling Financial Planning 2023 Q4 filed Jan. 31, 2024
Sterling Financial Planning 2023 Q3 filed Nov. 6, 2023
Sterling Financial Planning 2023 Q2 filed July 28, 2023
Sterling Financial Planning 2023 Q1 filed May 4, 2023
Sterling Financial Planning 2022 Q4 filed Feb. 7, 2023
Sterling Financial Planning 2022 Q3 filed Nov. 2, 2022
Sterling Financial Planning 2022 Q2 filed July 27, 2022

View all past filings

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