Sterling Financial Planning, Inc. - Q42025 Holdings

Sterling Financial Planning, Inc. holds 120 stocks with a total portfolio value of $ 331.81M as of Q42025. In Q42025, Sterling Financial Planning, Inc. added 5 new positions, increased stakes in 51 stocks, reduced 43 holdings, and fully exited 1 position. The largest holding is Ishares Gold Tr (IAU), representing 6.31% of the total portfolio.