Sterling Financial Planning, Inc. - Portfolio Stock Holdings
Sterling Financial Planning, Inc. disclosed 124 stock positions in a recent SEC 13F filing. $366,101,221 of stock holdings were filed, with the largest holdings including IJJ, IJT, and IJK. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $760,762,843 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
124Est. Stock Holding Value:
$366,101,221Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sterling Financial Planning, Inc.
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