Sterling Financial Planning, Inc.
Sterling Financial Planning, Inc. reported 123 positions worth $367.7M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IJJ (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IJJ | SH | $23.1M | 6.29% | 156,530 | — | — | |
| ▸ 2 | IJT | SH | $22.9M | 6.22% | 128,012 | — | — | |
| ▸ 3 | IJK | SH | $21.5M | 5.84% | 182,653 | — | — | |
| ▸ 4 | IVW | SH | $20.4M | 5.54% | 148,229 | — | — | |
| ▸ 5 | IAU | SH | $17.6M | 4.80% | 233,678 | — | — | |
| ▸ 6 | DFIV | SH | $16.8M | 4.56% | 310,296 | — | — | |
| ▸ 7 | VYM | SH | $13.1M | 3.57% | 83,032 | — | — | |
| ▸ 8 | FNDX | SH | $13.0M | 3.54% | 418,339 | — | — | |
| ▸ 9 | DISV | SH | $12.2M | 3.31% | 302,926 | — | — | |
| ▸ 10 | BIV | SH | $11.8M | 3.21% | 153,913 | — | — |
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Frequently Asked Questions
What stocks does Sterling Financial Planning, Inc. hold as of Q2 2026?
Sterling Financial Planning, Inc. reported 123 positions worth $367.7M in its Q2 2026 13F filing. Largest positions: IJJ (6.3%), IJT (6.2%), IJK (5.8%), IVW (5.5%) and IAU (4.8%).
What did Sterling Financial Planning, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sterling Financial Planning, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.