§ 13F · FUND PROFILE
Sterling Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $317M (13F)Positions · 116Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$880K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 235K | $21M | 6.2% | −9% |
| 2 | IJJ | ISHARES TR | 154K | $20M | 6.0% | +1% |
| 3 | IJT | ISHARES TR | 130K | $19M | 5.6% | +1% |
| 4 | IJK | ISHARES TR | 185K | $19M | 5.5% | +1% |
| 5 | IVW | ISHARES TR | 149K | $17M | 5.0% | +2% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 308K | $16M | 4.8% | −3% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 81K | $12M | 3.6% | +3% |
| 8 | FNDX | SCHWAB STRATEGIC TR | 424K | $12M | 3.5% | −2% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 296K | $12M | 3.5% | ±0% |
| 10 | BIV | VANGUARD BD INDEX FDS | 143K | $11M | 3.3% | +11% |
§ 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 $317 million in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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