StockDriftsStockDriftsTop 50 Sterling Financial Planning INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJJ | ISHARES TR | 6.29% | 156.5K | $23.1M | +1.72%(+2.65K) | $91.22(+65.05%) | 2026-06-30 | |
| IJT | ISHARES TR | 6.22% | 128.0K | $22.9M | -1.42%(-1.84K) | $110.83(+59.71%) | 2026-06-30 | |
| IJK | ISHARES TR | 5.84% | 182.7K | $21.5M | -1.52%(-2.81K) | $70.99(+65.35%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.54% | 148.2K | $20.4M | -0.32%(-477) | $63.74(+122.40%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 4.8% | 233.7K | $17.6M | -0.68%(-1.61K) | $34.85(+137.43%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.56% | 310.3K | $16.8M | +0.70%(+2.17K) | $32.72(+77.08%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.57% | 83.0K | $13.1M | +1.98%(+1.61K) | $103.78(+60.50%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.54% | 418.3K | $13.0M | -1.39%(-5.91K) | $16.02(+102.73%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.31% | 302.9K | $12.2M | +2.21%(+6.56K) | $25.02(+75.02%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 3.21% | 153.9K | $11.8M | +7.35%(+10.54K) | $76.92(-1.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.90% | +55.68% | +8.30% | +48.99% |
| Top 20 Holdings Unweighted | +14.28% | +49.26% | +7.33% | +42.41% |
Sterling Financial Planning INC reports $367.67M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are IJJ (6.3%), IJT (6.2%) and IJK (5.8%). The top 20 holdings account for 67.93% of reported assets. Its disclosed equity book has returned +55.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sterling Financial Planning INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844278). View Sterling Financial Planning INC’s 13F filings on SEC