Sterling Financial Planning, Inc.
All 13F Filings
- Location
- Sparta, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 364,799
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 124 | 364,799 | 13F-HR | Sterling Financial Planning, Inc. |
| 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 | 56.44 K | 15.5% | 13.39 K | 0 | 13.39 K |
| ETFs | 303.3 K | 83.1% | 0 | 16.49 K | -16.49 K |
| Debt | 5.055 K | 1.4% | 240 | 0 | 240 |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
364,799
Holdings
124
QoQ value change ($000)
-2,867
(-0.8%)
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.