§ 13F · FUND PROFILE
Sterling Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $299.3T (13F)Positions · 116Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 258K | $20.9T | 6.3% | −6% |
| 2 | IJJ | ISHARES TR | 153K | $20.1T | 6.1% | +3% |
| 3 | IJT | ISHARES TR | 129K | $18.2T | 5.5% | +4% |
| 4 | IVW | ISHARES TR | 146K | $18.0T | 5.4% | −2% |
| 5 | IJK | ISHARES TR | 184K | $17.8T | 5.4% | +2% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 319K | $15.9T | 4.8% | +1% |
| 7 | FNDX | SCHWAB STRATEGIC TR | 433K | $11.8T | 3.5% | +2% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 79K | $11.3T | 3.4% | +3% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 297K | $11.3T | 3.4% | +1% |
| 10 | BIV | VANGUARD BD INDEX FDS | 130K | $10.1T | 3.0% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERLING SIGNAL
AC read
Sterling Financial Planning, Inc. is a Other fund managing $299337.3 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed