13F Insight
DOSSIER · 13F-HR · Q4 2025

Sterling Financial Planning, Inc.

Sterling Financial Planning's pension fund based in Chicago, IL — $332M in tracked AUM across 120 positions as of Q4 2025.

SF
Sterling Financial Planning·Chicago, IL·Pension Fund
CIK 0001844278 · last filed Dec 31, 2025
Total AUM
$332M
▲ 7.5%
vs prior
Holdings
120
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Sterling Financial Planning, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
IAU
ISHARES GOLD TR
$21M258K6.3%
02
IJJ
ISHARES TR
$20M153K6.1%
03
IJT
ISHARES TR
$18M129K5.5%
04
IVW
ISHARES TR
$18M146K5.4%
05
IJK
ISHARES TR
$18M184K5.4%
06
DFIV
DIMENSIONAL ETF TRUST
$16M319K4.8%
07
FNDX
SCHWAB STRATEGIC TR
$12M433K3.5%
08
VYM
VANGUARD WHITEHALL FDS
$11M79K3.4%
09
DISV
DIMENSIONAL ETF TRUST
$11M297K3.4%
10
BIV
VANGUARD BD INDEX FDS
$10M130K3.0%

Filing history

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