Sterling Financial Planning, Inc.

Overview

Sterling Financial Planning, Inc. was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22, under CRD 108664. Its retained Form ADV filing date is 2026-09-08. Registration does not constitute approval or endorsement and this dated record does not establish present registration status. The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0001844278. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-11 reports $367,666,179 in Section 13(f) long-position table value across 123 information-table rows and 123 distinct security, option and amount-type positions. Filing accessions: 0001844278-26-000004. For the quarter ended 2026-03-31, the report chain filed through 2026-05-06 reports $337,262,733 in Section 13(f) long-position table value across 117 information-table rows and 117 distinct security, option and amount-type positions. Filing accessions: 0001844278-26-000003. The five largest reported positions by table value for 2026-06-30 are: ISHARES TR, $23,124,138 reported table value; ISHARES TR, $22,863,020 reported table value; ISHARES TR, $21,461,713 reported table value; ISHARES TR, $20,385,919 reported table value; ISHARES GOLD TR, $17,645,010 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.