Sterling Financial Planning, Inc. - Q12026 Holdings

Sterling Financial Planning, Inc. holds 117 stocks with a total portfolio value of $ 337.26M as of Q12026. In Q12026, Sterling Financial Planning, Inc. added 3 new positions, increased stakes in 43 stocks, reduced 46 holdings, and fully exited 6 positions. The largest holding is Ishares Gold Tr (IAU), representing 6.15% of the total portfolio.