Sterling Financial Planning, Inc.
All 13F Filings
- Location
- Sparta, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 367,666
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 123 | 367,666 | 13F-HR | Sterling Financial Planning, Inc. |
| Q1 2026 | 5/6/2026 | 117 | 337,263 | 13F-HR | Sterling Financial Planning, Inc. |
| Q4 2025 | 1/27/2026 | 120 | 331,810 | 13F-HR | Sterling Financial Planning, Inc. |
| Q3 2025 | 10/24/2025 | 116 | 317,136 | 13F-HR | Sterling Financial Planning, Inc. |
| Q2 2025 | 7/28/2025 | 116 | 299,337 | 13F-HR | Sterling Financial Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.05 K | 11.7% | 3.684 K | 0 | 3.684 K |
| ETFs | 319.8 K | 87.0% | 26.5 K | 0 | 26.5 K |
| Debt | 4.815 K | 1.3% | 218 | 0 | 218 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
367,666
Holdings
123
QoQ value change ($000)
30,403
(9.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.