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CIK: 0001844278
Total reported value
$367.7M
$367.7M
116 檔
25.0%
As reported in its official Q3 2025 Form 13F filing, Sterling Financial Planning, Inc.'s tracked investment portfolio stood at $367.7M with 116 total positions.
In Q3 2025, Sterling Financial Planning, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 6.27% | -1.35% | -2.26% | |
| 2 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 6.05% | +0.24% | +0.99% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.64% | +0.55% | -4.78% | |
| 4 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 5.54% | +0.65% | +0.31% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 5.45% | +0.31% | +1.11% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.61% | -0.26% | -1.47% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.52% | +0.04% | -2.33% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.41% | -0.01% | +2.06% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.32% | -0.16% | -1.07% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.81% | +0.07% | +0.89% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.76% | +0.04% | -1.74% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.70% | -0.07% | +4.07% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | +0.10% | +0.19% | |
| 14 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 2.64% | +0.01% | +2.12% | |
| 15 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.85% | -0.09% | +4.95% | |
| 16 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.79% | +0.13% | -4.09% | |
| 17 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.78% | +0.10% | +2.00% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.51% | -0.09% | -0.57% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.46% | +0.02% | -0.51% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.46% | +0.01% | -2.52% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.39% | -0.33% | -3.76% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | +0.17% | +5.33% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.33% | -0.08% | +1.66% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.26% | -0.05% | +7.78% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.09% | -0.21% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.13% | -0.03% | +1.11% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.05% | +0.02% | +16.72% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.02% | -0.06% | +2.69% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.99% | +0.10% | -2.73% | |
| 30 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.97% | -0.04% | +2.79% | |
| 31 | IDV | Ishares International Select | ETF-Other | 0.95% | -0.14% | -5.47% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.89% | -0.02% | -4.04% | |
| 33 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.81% | -0.08% | -7.61% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.77% | +0.08% | -1.38% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.75% | +0.02% | -2.46% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.74% | — | +5.11% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.74% | -0.03% | +6.75% | |
| 38 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.72% | -0.02% | -0.55% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.03% | -16.09% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | — | -3.87% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.03% | -5.06% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.01% | -4.49% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.03% | -4.12% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.51% | -0.04% | -7.46% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.47% | — | -3.58% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.22% | +0.22% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.44% | -0.02% | -6.62% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.02% | -0.71% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.03% | — | |
| 50 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.35% | — | +0.26% |
According to official SEC Form 13F filings, Sterling Financial Planning, Inc. reported a total U.S. public equity portfolio value of $367.7M across 116 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, IJJ, IVW) accounted for 25.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSLA
市值: $328.2K
Top Position Liquidated / Trimmed
IAU
前期市值: $17.9M
During Q3 2025, Sterling Financial Planning, Inc.'s top holdings by market value included IAU (6.3%)、IJJ (6.0%)、IVW (5.6%). The largest single position, IAU, represented 6.3% of total portfolio value.
In Q3 2025, Sterling Financial Planning, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 19 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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