Sterling Financial Planning, Inc. Portfolio Holdings

Sterling Financial Planning, Inc.

  • $289 Million
  • Q2 2025

Sterling Financial Planning, Inc. has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $289 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P Midcap 400 Value E with a value of $18.1M, Ishares Gold Trust with a value of $17.4M, Ishares S&P 500 Growth ETF with a value of $17.1M, Ishares S&P Small Cap 600 Grow with a value of $16.5M, and Ishares S&P Midcap 400 Growth with a value of $16.2M.

Examining the 13F form we can see an increase of $23.1M in the current position value, from $266M to 289M.

Below you can find more details about Sterling Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $289 Million
ETFs: $264 Million
Technology: $6.33 Million
Industrials: $4.12 Million
Financial Services: $3.48 Million
Healthcare: $3.21 Million
Consumer Cyclical: $1.91 Million
Communication Services: $1.87 Million
Energy: $1.71 Million
Other: $2.81 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.6B
$735,000 0.25% of portfolio
12,775
Q2 2025 Added 0.13%
$87.3B
$664,000 0.23% of portfolio
4,367
Q2 2025 Added 0.02%
$153B
$428,000 0.15% of portfolio
842
Q2 2025 Reduced 4.75%
$55B
$367,000 0.13% of portfolio
5,027
Q4 2024 Added 0.54%
$86.2B
$324,000 0.11% of portfolio
1,111
Q2 2025 Added 0.45%
$79.9B
$281,000 0.1% of portfolio
900
Q2 2025 New
$43.8B
$280,000 0.1% of portfolio
3,331
Q2 2025 Reduced 3.14%
$152B
$260,000 0.09% of portfolio
1,174
Q2 2024 Reduced 1.26%
$182B
$274,000 0.09% of portfolio
6,340
Q2 2025 Reduced 0.35%
$36.7B
$248,000 0.09% of portfolio
2,513
Q4 2024 Added 0.52%
$22.8B
$219,000 0.08% of portfolio
3,452
Q1 2025 New
$55.6B
$236,000 0.08% of portfolio
1,372
Q2 2025 Reduced 46.24%
$39.1B
$213,000 0.07% of portfolio
1,987
Q2 2025 Added 0.1%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $289 Million
  • Prior Value $266 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email