Institutional Fund
Sterling Financial Planning, Inc.
Sparta, NJCIK 18442785 filings on record
Portfolio Value
$337.26M
Q1 2026
Holdings
117
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+1.6%
from $331.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Gold Tr6.2%
- Ishares Tr6.0%
- Ishares Tr5.6%
- Ishares Tr5.5%
- Ishares Tr5.0%
- Dimensional ETF Trust4.8%
- Other66.9%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 235.3K | $20.74M | 6.2% | −22.6K | Reduced |
| 2 | Ishares Tr | 153.9K | $20.39M | 6.0% | +910 | Added |
| 3 | Ishares Tr | 129.9K | $18.79M | 5.6% | +1.0K | Added |
| 4 | Ishares Tr | 185.5K | $18.66M | 5.5% | +1.7K | Added |
| 5 | Ishares Tr | 148.7K | $16.82M | 5.0% | +2.8K | Added |
| 6 | Dimensional ETF Trust | 308.1K | $16.26M | 4.8% | −10.8K | Reduced |
| 7 | Vanguard Whitehall Fds | 81.4K | $12.06M | 3.6% | +2.4K | Added |
| 8 | Schwab Strategic Tr | 424.3K | $11.82M | 3.5% | −8.2K | Reduced |
| 9 | Dimensional ETF Trust | 296.4K | $11.69M | 3.5% | −489 | Reduced |
| 10 | Vanguard Bd Index Fds | 143.4K | $11.07M | 3.3% | +13.9K | Added |
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