Sterling Financial Planning, Inc.
All 13F Filings
- Location
- Sparta, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 331,810
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 189.4 K | 57.1% | 10.77 K | 0 | 10.77 K |
| ETFs | 137.9 K | 41.6% | 3.79 K | 0 | 3.79 K |
| Debt | 4.15 K | 1.3% | 144 | 0 | 144 |
| Other | 366 | 0.1% | 0 | 31 | -31 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
331,810
Holdings
120
QoQ value change ($000)
14,674
(4.6%)
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.