Sterling Financial Planning, Inc. holds a diversified book of 123 reported positions worth $367.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ge Vernova Inc and trimmed Ishares S&P Small-Cap 600 GR. Their largest long position is Ishares S&P Mid-Cap 400 Valu at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Sterling Financial Planning, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +13.4%, a 1.5-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sterling Financial Planning, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sterling Financial Planning, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 22 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Stephenson & Company, Inc. | 21 / 80 | $186.9M |
| LTG Capital LLC | 14 / 80 | $127.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Consolidated Portfolio Review Corp | 18 / 80 | $996.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Sterling Financial Planning, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR S&P MC 400VL ETF | $23.1M | 156.5K | 6.3% | ▲+1.7% Added · +3K sh | |
| 2 | Ishares TR S&P SML 600 GWT | $22.9M | 128.0K | 6.2% | ▼−1.4% Reduced · −2K sh | |
| 3 | Ishares TR S&P MC 400GR ETF | $21.5M | 182.7K | 5.8% | ▼−1.5% Reduced · −3K sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $20.4M | 148.2K | 5.5% | ▼−0.3% Reduced · −477 sh | |
| 5 | Ishares Gold TR ISHARES NEW | $17.6M | 233.7K | 4.8% | ▼−0.7% Reduced · −2K sh | |
| 6 | Dimensional ETF Trust INTERNATNAL VAL | $16.8M | 310.3K | 4.6% | ▲+0.7% Added · +2K sh | |
| 7 | Vanguard Whitehall FDS HIGH DIV YLD | $13.1M | 83.0K | 3.6% | ▲+2.0% Added · +2K sh | |
| 8 | Schwab Strategic TR FUNDAMENTAL US L | $13.0M | 418.3K | 3.5% | ▼−1.4% Reduced · −6K sh | |
| 9 | Dimensional ETF Trust INTL SMALL CAP V | $12.2M | 302.9K | 3.3% | ▲+2.2% Added · +7K sh | |
| 10 | Vanguard BD Index FDS INTERMED TERM | $11.8M | 153.9K | 3.2% | ▲+7.3% Added · +11K sh | |
| 11 | Dimensional ETF Trust US SMALL CAP ETF | $11.3M | 292.0K | 3.1% | ▲+0.7% Added · +2K sh | |
| 12 | Ishares TR SP SMCP600VL ETF | $10.0M | 73.3K | 2.7% | ▼−4.4% Reduced · −3K sh | |
| 13 | Innovator Etfs Trust US EQT ACC 9 BFR | $9.8M | 288.6K | 2.7% | ▲+1.3% Added · +4K sh | |
| 14 | Ishares TR CORE S&P500 ETF | $9.2M | 12.3K | 2.5% | ▼−0.9% Reduced · −119 sh | |
| 15 | Dimensional ETF Trust INFLATION PROTE | $7.4M | 179.7K | 2.0% | ▲+5.2% Added · +9K sh | |
| 16 | Dimensional ETF Trust EMERGING MKTS VA | $7.4M | 173.2K | 2.0% | ▼−2.1% Reduced · −4K sh | |
| 17 | Dimensional ETF Trust GLOBAL REAL EST | $7.2M | 247.3K | 1.9% | ▲+5.1% Added · +12K sh | |
| 18 | Ishares TR CORE S&P MCP ETF | $5.1M | 66.8K | 1.4% | ▼−3.2% Reduced · −2K sh | |
| 19 | Invesco QQQ TR UNIT SER 1 | $5.0M | 6.8K | 1.4% | ▼−2.9% Reduced · −201 sh | |
| 20 | Ishares TR EAFE GRWTH ETF | $5.0M | 40.0K | 1.4% | ▼−1.8% Reduced · −719 sh | |
| 21 | Ishares TR S&P 500 VAL ETF | $4.9M | 21.7K | 1.3% | ▼−5.2% Reduced · −1K sh | |
| 22 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $4.9M | 62.0K | 1.3% | ▲+11% Added · +6K sh | |
| 23 | Vanguard BD Index FDS SHORT TRM BOND | $4.8M | 61.8K | 1.3% | ▲+5.4% Added · +3K sh | |
| 24 | Apple Inc COM | $4.7M | 16.1K | 1.3% | ▲+2.9% Added · +449 sh | |
| 25 | Ishares TR US TREAS BD ETF | $4.5M | 198.2K | 1.2% | ▲+3.1% Added · +6K sh | |
| 26 | Vanguard Index FDS MCAP VL IDXVIP | $4.3M | 21.6K | 1.2% | ▼−0.9% Reduced · −205 sh | |
| 27 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.0M | 79.0K | 1.1% | ▲+2.0% Added · +2K sh | |
| 28 | SPDR Gold TR GOLD SHS | $3.8M | 10.3K | 1.0% | ▼−3.5% Reduced · −373 sh | |
| 29 | Vanguard Index FDS MCAP GR IDXVIP | $3.5M | 11.5K | 1.0% | ▲+1.9% Added · +212 sh | |
| 30 | Vanguard Wellington FD SHORT TRM TAX EX | $3.5M | 34.6K | 1.0% | ▲+5.1% Added · +2K sh | |
| 31 | Vanguard Index FDS SML CP GRW ETF | $3.1M | 8.5K | 0.8% | ▼−0.2% Reduced · −19 sh | |
| 32 | Vanguard Malvern FDS STRM INFPROIDX | $3.1M | 61.1K | 0.8% | ▲+9.0% Added · +5K sh | |
| 33 | Vanguard Index FDS REAL ESTATE ETF | $3.0M | 31.2K | 0.8% | ▼−2.1% Reduced · −688 sh | |
| 34 | Vanguard Charlotte FDS TOTAL INT BD ETF | $3.0M | 61.9K | 0.8% | ▲+4.2% Added · +2K sh | |
| 35 | Ishares TR INTL SEL DIV ETF | $3.0M | 71.6K | 0.8% | ▼−5.0% Reduced · −4K sh | |
| 36 | Wisdomtree TR EMG MKTS SMCAP | $2.5M | 39.3K | 0.7% | ▼−0.8% Reduced · −322 sh | |
| 37 | Vanguard Index FDS SM CP VAL ETF | $2.5M | 10.4K | 0.7% | ▼−0.3% Reduced · −27 sh | |
| 38 | Johnson & Johnson COM | $2.5M | 9.7K | 0.7% | ▼−0.7% Reduced · −71 sh | |
| 39 | Schwab Strategic TR FUNDAMENTAL INTL | $2.4M | 49.0K | 0.6% | ▼−7.8% Reduced · −4K sh | |
| 40 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.0M | 28.5K | 0.6% | ▼−1.1% Reduced · −309 sh | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.6K | 0.5% | ▲+0.1% Added · +2 sh | |
| 42 | Ishares TR NATIONAL MUN ETF | $1.8M | 17.1K | 0.5% | ▲+4.5% Added · +745 sh | |
| 43 | Ishares TR CORE S&P SCP ETF | $1.6M | 10.7K | 0.4% | ▼−3.8% Reduced · −420 sh | |
| 44 | Ishares TR TIPS BD ETF | $1.6M | 14.5K | 0.4% | ▲+1.6% Added · +229 sh | |
| 45 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $1.6M | 29.3K | 0.4% | ▼−3.8% Reduced · −1K sh | |
| 46 | Exxon Mobil Corp COM | $1.6M | 11.4K | 0.4% | ▼−12% Reduced · −2K sh | |
| 47 | Ishares TR EAFE SML CP ETF | $1.3M | 16.0K | 0.4% | ▼−3.4% Reduced · −562 sh | |
| 48 | Dimensional ETF Trust US REAL ESTA ETF | $1.3M | 49.9K | 0.4% | ▼−0.6% Reduced · −311 sh | |
| 49 | Microsoft Corp COM | $1.2M | 3.3K | 0.3% | ▲~0% Added · +1 sh | |
| 50 | Dimensional ETF Trust US LARG VALU ETF | $1.1M | 29.1K | 0.3% | ▲+2.4% Added · +685 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.