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Latest Sterling Financial Planning, Inc. Stock Portfolio

$337Million– No. of Holdings #117

Sterling Financial Planning, Inc. Performance:
2026 Q1: 1.43%YTD: 1.43%2025: 15.49%
Performance for 2026 Q1 is 1.43%, and YTD is 1.43%, and 2025 is 15.49%.

About Sterling Financial Planning, Inc. and 13F Hedge Fund Stock Holdings

Sterling Financial Planning, Inc. is a hedge fund based in Sparta, NJ. On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sterling Financial Planning, Inc. reported an equity portfolio of $337.3 Millions as of 31 Mar, 2026.

The top stock holdings of Sterling Financial Planning, Inc. are IAU, IJR, IJR. The fund has invested 6.2% of it's portfolio in ISHARES GOLD TR and 6% of portfolio in ISHARES TR.

The fund managers got completely rid off GUINNESS ATKINSON FDS (ADIV), ISHARES TR (AAXJ) and OTIS WORLDWIDE CORP (OTIS) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), PROVIDENT FINL SVCS INC (PFS) and VANGUARD INDEX FDS (VB). Sterling Financial Planning, Inc. opened new stock positions in ABBOTT LABORATORIES (ABT), VANGUARD WORLD FD (VAW) and INNOVATOR ETFS TRUST (BAPR). The fund showed a lot of confidence in some stocks as they added substantially to CALAMOS ETF TR, COSTCO WHOLESALE CORPORATION (COST) and VANGUARD SCOTTSDALE FDS (BNDW).
Sterling Financial Planning, Inc. Equity Portfolio Value
Last Reported on: 06 May, 2026

Sterling Financial Planning, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Sterling Financial Planning, Inc. made a return of 1.43% in the last quarter. In trailing 12 months, it's portfolio return was 17.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
abbott laboratories449,079
vanguard world fd225,644
innovator etfs trust205,204
New stocks bought by Sterling Financial Planning, Inc.

Additions

Ticker% Inc.
calamos etf tr44.58
costco wholesale corporation21.86
vanguard scottsdale fds19.5
vanguard charlotte fds14.39
vanguard bd index fds11.33
vanguard bd index fds10.71
dimensional etf trust10.38
vanguard malvern fds10.34
Additions to existing portfolio by Sterling Financial Planning, Inc.

Reductions

Ticker% Reduced
vanguard bd index fds-63.36
provident finl svcs inc-13.72
vanguard index fds-9.16
spdr gold tr-9.02
ishares gold tr-8.78
invesco exchange traded fd t-7.51
schwab strategic tr-7.47
dimensional etf trust-6.86
Sterling Financial Planning, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
guinness atkinson fds-274,498
ishares tr-225,614
otis worldwide corp-219,511
prudential finl inc-206,810
becton dickinson & co-216,643
royal caribbean group-209,190
Sterling Financial Planning, Inc. got rid off the above stocks

Sector Distribution

Sterling Financial Planning, Inc. has about 91.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Utilities
  • Healthcare
Sector%
Others91.2
Technology1.9
Utilities1.5
Healthcare1.2

Market Cap. Distribution

Sterling Financial Planning, Inc. has about 7.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • LARGE-CAP
Category%
UNALLOCATED91.2
MEGA-CAP5.9
MID-CAP1.7
LARGE-CAP1.2

Stocks belong to which Index?

About 8.8% of the stocks held by Sterling Financial Planning, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others91.3
S&P 5007.1
RUSSELL 20001.7
Top 5 Winners (%)%
XOM
exxon mobil corp
40.9 %
CVX
chevron corporation
34.6 %
LRCX
lam research corp
24.8 %
VZ
verizon communications inc
23.3 %
CAT
caterpillar inc
23.0 %
Top 5 Winners ($)$
IAU
ishares gold tr
1.7 M
DFAC
dimensional etf trust
0.9 M
IJR
ishares tr
0.7 M
XOM
exxon mobil corp
0.6 M
DFAC
dimensional etf trust
0.6 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.0 %
IBM
international business machs
-18.2 %
TSLA
tesla inc
-16.9 %
LLY
eli lilly & co
-14.4 %
META
meta platforms inc
-13.1 %
Top 5 Losers ($)$
IJR
ishares tr
-1.5 M
IJR
ishares tr
-0.4 M
MSFT
microsoft corp
-0.4 M
AAPL
apple inc
-0.3 M
QQQ
invesco qqq tr
-0.3 M

Sterling Financial Planning, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sterling Financial Planning, Inc.

Sterling Financial Planning, Inc. has 117 stocks in it's portfolio. About 46.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Sterling Financial Planning, Inc. last quarter.

Last Reported on: 06 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions