Sterling Financial Planning, Inc. Portfolio Holdings

Sterling Financial Planning, Inc.

  • $306 Million
  • Q3 2025

Sterling Financial Planning, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $306 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $19.9M, Ishares S&P Midcap 400 Value E with a value of $19.2M, Ishares S&P 500 Growth ETF with a value of $17.9M, Ishares S&P Small Cap 600 Grow with a value of $17.6M, and Ishares S&P Midcap 400 Growth with a value of $17.3M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $289M to 306M.

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

Portfolio value $306 Million
ETFs: $280 Million
Technology: $7.04 Million
Financial Services: $3.53 Million
Healthcare: $3.32 Million
Industrials: $3.12 Million
Communication Services: $2.13 Million
Energy: $2.04 Million
Consumer Cyclical: $1.8 Million
Other: $2.73 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$830,000 0.27% of portfolio
1,732
Q3 2025 Reduced 3.4%
$35.8B
$777,000 0.25% of portfolio
12,791
Q3 2025 Added 0.13%
$0
$771,000 0.25% of portfolio
10,645
Q3 2025 Reduced 0.5%
$1.46T
$747,000 0.24% of portfolio
1,018
Q3 2025 Reduced 3.23%
$0
$721,000 0.24% of portfolio
15,757
Q3 2025 Reduced 3.09%
$92B
$677,000 0.22% of portfolio
4,367
Q2 2025 Added 0.02%
$276B
$681,000 0.22% of portfolio
2,415
Q3 2025 Reduced 2.74%
$1.68T
$668,000 0.22% of portfolio
2,751
Q3 2025 Reduced 0.83%
$913B
$626,000 0.2% of portfolio
1,986
Q3 2025 Reduced 1.59%
$820B
$598,000 0.2% of portfolio
784
Q2 2025 Reduced 1.75%
$0
$604,000 0.2% of portfolio
13,310
Q3 2025 Reduced 4.36%
$0
$587,000 0.19% of portfolio
3,099
Q3 2025 Reduced 0.86%
$403B
$539,000 0.18% of portfolio
583
Q3 2025 Reduced 18.12%
$0
$539,000 0.18% of portfolio
2,963
Q3 2025 Reduced 4.91%
$2.49T
$539,000 0.18% of portfolio
2,457
Q3 2025 Added 2.08%
$0
$542,000 0.18% of portfolio
7,294
Q3 2025 Reduced 7.48%
$0
$549,000 0.18% of portfolio
1,872
Q3 2025 Reduced 1.78%
$0
$522,000 0.17% of portfolio
15,650
Q3 2025 Reduced 3.44%
$1.37B
$502,000 0.16% of portfolio
26,039
Q3 2025 Reduced 1.9%
$201B
$445,000 0.15% of portfolio
3,172
Q3 2025 Added 0.06%
$1.72T
$433,000 0.14% of portfolio
1,780
Q3 2025 Reduced 5.32%
$356B
$441,000 0.14% of portfolio
2,872
Q2 2025 Reduced 12.17%
$0
$396,000 0.13% of portfolio
4,168
Q3 2025 Added 0.26%
$139B
$382,000 0.12% of portfolio
837
Q3 2025 Reduced 0.59%
$0
$365,000 0.12% of portfolio
11,562
Q3 2025 Reduced 0.98%
$94.7B
$380,000 0.12% of portfolio
1,116
Q3 2025 Added 0.45%
$389B
$346,000 0.11% of portfolio
855
Q3 2025 Added 0.23%
$309B
$330,000 0.11% of portfolio
2,128
Q3 2025 Added 0.05%
$0
$351,000 0.11% of portfolio
6,482
Q3 2025 Added 3.48%
$1.44T
$328,000 0.11% of portfolio
738
Q2 2025 New
$0
$348,000 0.11% of portfolio
1,790
Q3 2025 Reduced 1.54%
$505B
$343,000 0.11% of portfolio
1,839
Q3 2025 Reduced 4.72%
$0
$293,000 0.1% of portfolio
7,745
Q3 2024 Reduced 3.28%
$0
$311,000 0.1% of portfolio
7,913
Q3 2025 Reduced 2.34%
$386B
$306,000 0.1% of portfolio
1,322
Q3 2025 Reduced 2.22%
$220B
$292,000 0.1% of portfolio
964
Q3 2025 Reduced 3.6%
$49.7B
$300,000 0.1% of portfolio
5,027
Q4 2024 Added 0.54%
$148B
$295,000 0.1% of portfolio
1,174
Q2 2024 Reduced 1.26%
$0
$282,000 0.09% of portfolio
860
Q3 2025 Added 23.92%
$338B
$279,000 0.09% of portfolio
930
Q2 2025 New
$0
$273,000 0.09% of portfolio
1,922
Q2 2025 Reduced 0.62%
$40.2B
$278,000 0.09% of portfolio
3,331
Q2 2025 Reduced 3.14%
$167B
$278,000 0.09% of portfolio
6,340
Q2 2025 Reduced 0.35%
$0
$271,000 0.09% of portfolio
8,060
Q3 2025 Added 1.69%
$708B
$279,000 0.09% of portfolio
994
Q3 2025 Reduced 28.33%
$51B
$252,000 0.08% of portfolio
1,347
Q3 2025 Reduced 1.82%
$67B
$233,000 0.08% of portfolio
7,476
Q3 2025 New
$0
$246,000 0.08% of portfolio
2,762
Q3 2025 Added 0.44%
$25.6B
$245,000 0.08% of portfolio
3,452
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $306 Million
  • Prior Value $289 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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