Sterling Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Sterling Financial Planning, Inc. held in its portfolio 118 assets valued at $331,810,222 (i.e. $331.81M).
The most valuable assets in the portfolio included: ISHARES GOLD TR ($20.94M), ISHARES TR ($20.13M), and ISHARES TR ($18.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 118 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sterling Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES GOLD TR | 257929 | 20936108 | ISHARES NEW |
| ISHARES TR | 152975 | 20129963 | S&P MC 400VL ETF |
| ISHARES TR | 128848 | 18188127 | S&P SML 600 GWT |
| ISHARES TR | 145862 | 17978947 | S&P 500 GRWT ETF |
| ISHARES TR | 183811 | 17807615 | S&P MC 400GR ETF |
| DIMENSIONAL ETF TRUST | 318899 | 15913060 | INTERNATNAL VAL |
| SCHWAB STRATEGIC TR | 432500 | 11768313 | FUNDAMENTAL US L |
| VANGUARD WHITEHALL FDS | 79046 | 11344621 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 296858 | 11280616 | INTL SMALL CAP V |
| VANGUARD BD INDEX FDS | 129501 | 10085572 | INTERMED TERM |
| DIMENSIONAL ETF TRUST | 286687 | 9429151 | US SMALL CAP VAL |
| ISHARES TR | 79066 | 8991416 | SP SMCP600VL ETF |
| INNOVATOR ETFS TRUST | 274850 | 8787022 | US EQT ACC 9 BFR |
| ISHARES TR | 12501 | 8562218 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 154691 | 6428199 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 179951 | 6071556 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 219379 | 5795991 | GLOBAL REAL EST |
| ISHARES TR | 22961 | 4869416 | S&P 500 VAL ETF |
| ISHARES TR | 70811 | 4673495 | CORE S&P MCP ETF |
| ISHARES TR | 40778 | 4645439 | EAFE GRWTH ETF |
| SPDR GOLD TR | 11718 | 4644089 | GOLD SHS |
| ISHARES TR | 188307 | 4335772 | US TREAS BD ETF |
| INVESCO QQQ TR | 7032 | 4320012 | UNIT SER 1 |
| APPLE INC | 15848 | 4308339 | COM |
| VANGUARD BD INDEX FDS | 52664 | 4150453 | SHORT TRM BOND |
| VANGUARD MUN BD FDS | 74097 | 3726329 | TAX EXEMPT BD |
| VANGUARD SCOTTSDALE FDS | 46528 | 3709679 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 20744 | 3679354 | MCAP VL IDXVIP |
| VANGUARD WELLINGTON FD | 31810 | 3231151 | SHORT TRM TAX EX |
| ISHARES TR | 80816 | 3188211 | INTL SEL DIV ETF |
| VANGUARD INDEX FDS | 11295 | 3153014 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 31331 | 2772483 | REAL ESTATE ETF |
| SCHWAB STRATEGIC TR | 57428 | 2558400 | FUNDAMENTAL INTL |
| VANGUARD MALVERN FDS | 50818 | 2513477 | STRM INFPROIDX |
| VANGUARD CHARLOTTE FDS | 51946 | 2510012 | TOTAL INT BD ETF |
| VANGUARD INDEX FDS | 8259 | 2495115 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 11462 | 2427435 | SM CP VAL ETF |
| WISDOMTREE TR | 39885 | 2283022 | EMG MKTS SMCAP |
| JOHNSON & JOHNSON | 10268 | 2124963 | COM |
| VANGUARD TAX-MANAGED FDS | 29562 | 1846761 | VAN FTSE DEV MKT |
| SPDR S&P 500 ETF TR | 2629 | 1792996 | TR UNIT |
| ISHARES TR | 16354 | 1751727 | NATIONAL MUN ETF |
| MICROSOFT CORP | 3400 | 1644402 | COM |
| ISHARES TR | 14867 | 1634035 | TIPS BD ETF |
| EXXON MOBIL CORP | 13010 | 1565601 | COM |
| INVESCO EXCHANGE TRADED FD T | 30472 | 1429742 | RAFI US 1000 ETF |
| ISHARES TR | 17663 | 1369439 | EAFE SML CP ETF |
| ISHARES TR | 11232 | 1349899 | CORE S&P SCP ETF |
| BERKSHIRE HATHAWAY INC DEL | 2282 | 1147047 | CL B NEW |
| DIMENSIONAL ETF TRUST | 47726 | 1092985 | US REAL ESTATE E |
| RTX CORPORATION | 5242 | 961383 | COM |
| SELECTIVE INS GROUP INC | 11418 | 955344 | COM |
| DIMENSIONAL ETF TRUST | 27119 | 927741 | US LARGE CAP VAL |
| VANGUARD INDEX FDS | 1738 | 848026 | GROWTH ETF |
| ALPHABET INC | 2707 | 847291 | CAP STK CL A |
| ELI LILLY & CO | 777 | 835326 | COM |
| SPDR SERIES TRUST | 9156 | 795614 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 10409 | 772020 | US EQUITY MARKET |
| REALTY INCOME CORP | 12809 | 722016 | COM |
| INNOVATOR ETFS TRUST | 14932 | 702100 | US EQTY PWR BUF |
| 3M CO | 4368 | 699372 | COM |
| META PLATFORMS INC | 1008 | 665500 | CL A |
| JPMORGAN CHASE & CO. | 1986 | 639929 | COM |
| VANGUARD SPECIALIZED FUNDS | 2886 | 634345 | DIV APP ETF |
| AMAZON COM INC | 2627 | 606364 | COM |
| INVESCO EXCHANGE TRADED FD T | 13106 | 601441 | RAFI US 1500 |
| INVESCO EXCHANGE TRADED FD T | 3086 | 591150 | S&P500 EQL WGT |
| VANGUARD BD INDEX FDS | 7869 | 582857 | TOTAL BND MRKT |
| ALPHABET INC | 1780 | 558564 | CAP STK CL C |
| VANGUARD INDEX FDS | 1872 | 543417 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 15235 | 498959 | EMRG MKTEQ ETF |
| PROVIDENT FINL SVCS INC | 25139 | 496495 | COM |
| INTERNATIONAL BUSINESS MACHS | 1667 | 493677 | COM |
| CALAMOS ETF TR | 17465 | 470664 | S&P 500 STRUCTUR |
| PEPSICO INC | 3172 | 455241 | COM |
| COSTCO WHSL CORP NEW | 526 | 453952 | COM |
| CALAMOS ETF TR | 17271 | 433243 | S&P 500 STRUCT |
| PROCTER AND GAMBLE CO | 2872 | 411586 | COM |
| DEERE & CO | 878 | 408770 | COM |
| DIMENSIONAL ETF TRUST | 11583 | 381560 | INTL SMALL CAP E |
| COHEN & STEERS ETF TRUST | 14857 | 379062 | REAL ESTATE ACTI |
| GENERAL DYNAMICS CORP | 1120 | 376943 | COM |
| ISHARES TR | 3805 | 366329 | JPMORGAN USD EMG |
| NVIDIA CORPORATION | 1903 | 355000 | COM |
| VANGUARD INTL EQUITY INDEX F | 6558 | 352558 | FTSE EMR MKT ETF |
| TESLA INC | 733 | 329645 | COM |
| CHEVRON CORP NEW | 2129 | 324474 | COM |
| MERCK & CO INC | 3014 | 317254 | COM |
| ISHARES TR | 1582 | 314309 | MSCI USA QLT FCT |
| INNOVATOR ETFS TRUST | 7735 | 308781 | US EQT ULTRA BF |
| INNOVATOR ETFS TRUST | 7732 | 298992 | US EQUITY ACCELE |
| HOME DEPOT INC | 857 | 294876 | COM |
| ABBVIE INC | 1289 | 294524 | COM |
| MCDONALDS CORP | 945 | 288799 | COM |
| VANGUARD INDEX FDS | 861 | 288723 | TOTAL STK MKT |
| INVESCO EXCH TRADED FD TR II | 8188 | 287793 | S&P INTL QULTY |
| GE AEROSPACE | 925 | 284955 | COM NEW |
| LOWES COS INC | 1164 | 280710 | COM |
| GUINNESS ATKINSON FDS | 8876 | 274498 | DIVIDEND BUILDER |
| ISHARES TR | 1922 | 271227 | SELECT DIVID ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 3331 | 267453 | COM |
| CARRIER GLOBAL CORPORATION | 5027 | 265627 | COM |
| VERIZON COMMUNICATIONS INC | 6340 | 258213 | COM |
| VANGUARD SCOTTSDALE FDS | 2777 | 256309 | VNG RUS1000VAL |
| SCHWAB STRATEGIC TR | 9699 | 254411 | US BRD MKT ETF |
| LAM RESEARCH CORP | 1435 | 245643 | COM NEW |
| ENTERPRISE PRODS PARTNERS L | 7537 | 241626 | COM |
| EVERSOURCE ENERGY | 3452 | 232423 | COM |
| ISHARES TR | 3630 | 225614 | U.S. MED DVC ETF |
| ISHARES TR | 589 | 219956 | RUS 1000 ETF |
| OTIS WORLDWIDE CORP | 2513 | 219511 | COM |
| BECTON DICKINSON & CO | 1116 | 216643 | COM |
| VANGUARD INDEX FDS | 339 | 212586 | S&P 500 ETF SHS |
| CATERPILLAR INC | 371 | 212535 | COM |
| ROYAL CARIBBEAN GROUP | 750 | 209190 | COM |
| CISCO SYS INC | 2705 | 208366 | COM |
| PRUDENTIAL FINL INC | 1832 | 206810 | COM |
| BLACKROCK ENHANCED EQUITY DI | 13831 | 131118 | COM |
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