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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.41B
$465,000 0.16% of portfolio
26,544
Q2 2025 Reduced 15.66%

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
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