Institutions / Sterling Financial Planning, Inc.
Sterling Financial Planning, Inc.
CIK 1844278 · Institution · as of Dec 31, 2025
Portfolio value
$331.81M
Positions
120
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 120 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Gold Tr | $20.94M | 6.3% |
| iShares MSCI UAE ETF | $20.13M | 6.1% |
| iShares Tr | $18.19M | 5.5% |
| iShares Tr | $17.98M | 5.4% |
| iShares Tr | $17.81M | 5.4% |
| Dimensional ETF Trust | $15.91M | 4.8% |
| Schwab Strategic Tr | $11.77M | 3.5% |
| Vanguard Whitehall Fds | $11.34M | 3.4% |
| Dimensional ETF Trust | $11.28M | 3.4% |
| Vanguard Bd Index Fds | $10.09M | 3.0% |
| Dimensional ETF Trust | $9.43M | 2.8% |
| iShares Tr | $8.99M | 2.7% |
| Innovator Etfs Trust | $8.79M | 2.6% |
| iShares Tr | $8.56M | 2.6% |
| Dimensional ETF Trust | $6.43M | 1.9% |
| Dimensional ETF Trust | $6.07M | 1.8% |
| Dimensional ETF Trust | $5.80M | 1.7% |
| iShares Tr | $4.87M | 1.5% |
| iShares Tr | $4.67M | 1.4% |
| iShares Tr | $4.65M | 1.4% |
| SPDR Gold Tr | $4.64M | 1.4% |
| iShares MSCI UAE ETF | $4.34M | 1.3% |
| Invesco Qqq Tr | $4.32M | 1.3% |
| Apple Inc. | $4.31M | 1.3% |
| Vanguard Bd Index Fds | $4.15M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.