13F Insight
DOSSIER · 13F-HR · Q2 2026

Sterling Financial Planning, Inc.

$368M in tracked AUM across 123 positions as of Q2 2026.

SF
CIK 0001844278 · last filed Jun 30, 2026
Total AUM
$368M
as of Q2 2026
Holdings
123
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sterling Financial Planning, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IJJ
ISHARES TR
$23M157K6.3%02
IJT
ISHARES TR
$23M128K6.2%03
IJK
ISHARES TR
$21M183K5.8%04
IVW
ISHARES TR
$20M148K5.5%05
IAU
ISHARES GOLD TR
$18M234K4.8%06
DFIV
DIMENSIONAL ETF TRUST
$17M310K4.6%07
VYM
VANGUARD WHITEHALL FDS
$13M83K3.6%08
FNDX
SCHWAB STRATEGIC TR
$13M418K3.5%09
DISV
DIMENSIONAL ETF TRUST
$12M303K3.3%10
BIV
VANGUARD BD INDEX FDS
$12M154K3.2%

Filing history

2026Q2Jun 30
$368M▲ 10.8%
123 positionsView →2025Q4Dec 31
$332M▲ 4.6%
120 positionsView →2025Q3Sep 30
$317M▲ 5.9%
116 positionsView →2025Q2Jun 30
$299M▲ 8.6%
116 positionsLocked2025Q1Mar 31
$276M▲ 1.5%
109 positionsLocked2024Q4Dec 31
$272M▲ 0.2%
108 positionsLocked2024Q3Sep 30
$271M▲ 10.0%
108 positionsLocked2024Q2Jun 30
$246M▼ 0.1%
106 positionsLocked2024Q1Mar 31
$247M▲ 6.9%
105 positionsLocked2023Q4Dec 31
$231M▲ 18.3%
102 positionsLocked2023Q3Sep 30
$195M▼ 3.3%
93 positionsLocked2023Q2Jun 30
$202M▲ 9.6%
98 positionsLocked
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