What does Sterling Financial Planning, Inc. hold?

Sterling Financial Planning, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1844278.

What is Sterling Financial Planning, Inc.'s AUM?

Sterling Financial Planning, Inc. reported approximately $367.7M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $760.8M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Sterling Financial Planning, Inc.'s holdings?

All Sterling Financial Planning, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1844278. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Sterling Financial Planning, Inc.'s 13F data updated on 13F Pro?

Sterling Financial Planning, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Sterling Financial Planning, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1844278

Institutional-grade research for retail investors

Sector Allocation

Other83.5%$307.1M
Financials8.1%$29.9M
Technology4.0%$14.9M
Healthcare1.4%$5.2M
Industrials1.0%$3.6M
Energy0.6%$2.2M
Consumer Discretionary0.5%$1.7M
Consumer Staples0.4%$1.4M
Real Estate0.2%$795,611
Utilities0.1%$518,414

AUM History

13fpro.ai/research/fund/sterling-financial-planning-inc-1844278

Conviction and streaks

Stable · top 10 = 46.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold6.3% weight · held 10 quarters

$Conviction hold6.2% weight · held 10 quarters

$Conviction hold5.8% weight · held 10 quarters

$Conviction hold5.5% weight · held 10 quarters

$IAUConviction hold4.8% weight · held 10 quarters

$Accumulating+25% shares · 9 quarters running

$Accumulating+90% shares · 9 quarters running

$Accumulating+52% shares · 9 quarters running

$Accumulating+114% shares · 9 quarters running

$Accumulating+200% shares · 9 quarters running

$Trimming-12% shares · 9 quarters running

$GLDTrimming-35% shares · 9 quarters running

$Trimming-27% shares · 9 quarters running

$PFSTrimming-52% shares · 8 quarters running

$IAUTrimming-29% shares · 7 quarters running

Largest positions — Q2 2026

ISHARES
$23.1M
ISHARES
$22.9M
ISHARES
$21.5M
ISHARES
$20.4M
IAU
$17.6M
DIMENSIONAL
$16.8M
VANGUARD
$13.1M
SCHWAB
$13.0M
DIMENSIONAL
$12.2M
VANGUARD
$11.8M
DIMENSIONAL
$11.3M
ISHARES
$10.0M
INNOVATOR
$9.8M
ISHARES
$9.2M
DIMENSIONAL
$7.4M
DIMENSIONAL
$7.4M
DIMENSIONAL
$7.2M
ISHARES
$5.1M
QQQ
$5.0M
ISHARES
$5.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/sterling-financial-planning-inc-1844278

Sterling Financial Planning, Inc. 13F holdings — Q2 2026

$367.7M portfolio (+9.0% QoQ) · 123 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio

1
ISHARES TR - S&P MC 400VL ETF
$23.1M
6.3% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - S&P SML 600 GWT
$22.9M
6.2% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR - S&P MC 400GR ETF
$21.5M
5.8% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - S&P 500 GRWT ETF
$20.4M
5.5% of stocks
-0.3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES GOLD TRUST
$IAU
$17.6M
4.8% of stocks
-0.7%This quarter-8.2%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
6
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$16.8M
4.6% of stocks
+0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$13.1M
3.6% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
8
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$13.0M
3.5% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
9
DIMENSIONAL ETF TRUST - INTL SMALL CAP V
$12.2M
3.3% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD BD INDEX FDS - INTERMED TERM
$11.8M
3.2% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - S&P MC 400VL ETF	$23.1M	6.3%	+2%	—	—	—	—
2	ISHARES TR - S&P SML 600 GWT	$22.9M	6.2%	-1%	—	—	—	—
3	ISHARES TR - S&P MC 400GR ETF	$21.5M	5.8%	-2%	—	—	—	—
4	ISHARES TR - S&P 500 GRWT ETF	$20.4M	5.5%	-0.3%	—	—	—	—
5	ISHARES GOLD TRUST$IAU	$17.6M	4.8%	-0.7%	-8.2%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
6	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$16.8M	4.6%	+0.7%	—	—	—	—
7	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$13.1M	3.6%	+2%	—	—	—	—
8	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	$13.0M	3.5%	-1%	—	—	—	—
9	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	$12.2M	3.3%	+2%	—	—	—	—
10	VANGUARD BD INDEX FDS - INTERMED TERM	$11.8M	3.2%	+7%	—	—	—	—

All holdings — Sterling Financial Planning, Inc. (Q2 2026)

Sort

123 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund	—	$11.3M	3.1%	292K	+0.7%	—	—	13F
12	—	ISHARES TR - SP SMCP600VL ETFetf/fund	—	$10.0M	2.7%	73K	-4%	—	—	13F
13	—	INNOVATOR ETFS TRUST - US EQT ACC 9 BFR	—	$9.8M	2.6%	289K	+1%	—	—	13F
14	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$9.2M	2.5%	12K	-1.0%	—	—	13F
15	—	DIMENSIONAL ETF TRUST - INFLATION PROTEetf/fund	—	$7.4M	2.0%	180K	+5%	—	—	13F
16	—	DIMENSIONAL ETF TRUST - EMERGING MKTS VAetf/fund	—	$7.4M	2.0%	173K	-2%	—	—	13F
17	—	DIMENSIONAL ETF TRUST - GLOBAL REAL ESTetf/fund	—	$7.2M	1.9%	247K	+5%	—	—	13F
18	—	ISHARES TR - CORE S&P MCP ETFetf/fund	—	$5.1M	1.4%	67K	-3%	—	—	13F
19	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$5.0M	1.4%	6,768	-3%	10+ qtrs	—	13F
20	—	ISHARES TR - EAFE GRWTH ETFetf/fund	—	$5.0M	1.4%	40K	-2%	—	—	13F
21	—	ISHARES TR - S&P 500 VAL ETFetf/fund	—	$4.9M	1.3%	22K	-5%	—	—	13F
22	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund	—	$4.9M	1.3%	62K	+11%	—	—	13F
23	$META	Meta Platforms, Inc.note	Technology	$4.8M	1.3%	62K	+5%	10+ qtrsAdded 4 qtrs in a row	78.0	13F
24	$AAPL	Apple Inc.	Technology	$4.7M	1.3%	16K	+3%	10+ qtrs	75.7	13F
25	—	ISHARES TR - US TREAS BD ETFetf/fund	—	$4.5M	1.2%	198K	+3%	—	—	13F
26	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	—	$4.3M	1.2%	22K	-0.9%
27	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$4.0M	1.1%	79K	+2%
28	$GLD	SPDR GOLD TRUST	Financials	$3.8M	1.0%	10K	-3%
29	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	—	$3.5M	1.0%	12K	+2%
30	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EX	—	$3.5M	0.9%	35K	+5%
31	—	VANGUARD INDEX FDS - SML CP GRW ETF	—	$3.1M	0.8%	8,480	-0.2%
32	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$3.1M	0.8%	61K	+9%
33	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$3.0M	0.8%	31K	-2%
34	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$3.0M	0.8%	62K	+4%
35	—	ISHARES TR - INTL SEL DIV ETF	—	$3.0M	0.8%	72K	-5%
36	$WT	WisdomTree, Inc.	Financials	$2.5M	0.7%	39K	-0.8%
37	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$2.5M	0.7%	10K	-0.3%
38	$JNJ	JOHNSON & JOHNSON	Healthcare	$2.5M	0.7%	9,653	-0.7%
39	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$2.4M	0.7%	49K	-8%
40	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$2.0M	0.6%	29K	-1%
41	$SPY	SPDR S&P 500 ETF TRUST	—	$1.9M	0.5%	2,598	+0.1%
42	—	ISHARES TR - NATIONAL MUN ETF	—	$1.8M	0.5%	17K	+5%
43	—	ISHARES TR - CORE S&P SCP ETF	—	$1.6M	0.4%	11K	-4%
44	—	ISHARES TR - TIPS BD ETF	—	$1.6M	0.4%	15K	+2%
45	$IVZ	Invesco Ltd.	Financials	$1.6M	0.4%	29K	-4%
46	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.6M	0.4%	11K	-12%
47	—	ISHARES TR - EAFE SML CP ETF	—	$1.3M	0.4%	16K	-3%
48	—	DIMENSIONAL ETF TRUST - US REAL ESTA ETF	—	$1.3M	0.3%	50K	-0.6%
49	$MSFT	MICROSOFT CORP	Technology	$1.2M	0.3%	3,276	+0.0%
50	—	DIMENSIONAL ETF TRUST - US LARG VALU ETF	—	$1.1M	0.3%	29K	+2%
51	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.1M	0.3%	2,151	-6%
52	$SIGI	SELECTIVE INSURANCE GROUP INC	Financials	$1.1M	0.3%	11K	—
53	$RTX	RTX Corp	Industrials	$995K	0.3%	5,242	—
54	$LLY	ELI LILLY & Co	Healthcare	$932K	0.3%	777	—
55	$GOOGL	Alphabet Inc.	Technology	$925K	0.3%	2,588	-3%
56	—	VANGUARD INDEX FDS - GROWTH ETF	—	$902K	0.3%	10K	+489%
57	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	—	$848K	0.2%	10K	-0.6%
58	$O	REALTY INCOME CORP	Real Estate	$796K	0.2%	13K	+0.1%
59	$JPM	JPMORGAN CHASE & CO	Financials	$767K	0.2%	2,343	+18%
60	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$740K	0.2%	15K	—
61	$MMM	3M CO	Healthcare	$707K	0.2%	4,368	—
62	—	INVESCO EXCHANGE TRADED FD T - RAFI US 1500	—	$672K	0.2%	12K	-0.6%
63	$IVZ	Invesco Ltd.	Financials	$642K	0.2%	3,018	-2%
64	—	CALAMOS ETF TR - S&P 500 STRUCT	—	$642K	0.2%	25K	—
65	—	SPDR SERIES TRUST - ST STR SP400VAL	—	$628K	0.2%	6,616	+2%
66	$LRCX	LAM RESEARCH CORP	Technology	$622K	0.2%	1,435	—
67	$AMZN	AMAZON COM INC	Consumer Discretionary	$610K	0.2%	2,561	-5%
68	—	VANGUARD INDEX FDS - MID CAP ETF	—	$603K	0.2%	7,490	+292%
69	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$593K	0.2%	2,505	-13%
70	$GOOG	Alphabet Inc.	Technology	$592K	0.2%	1,676	-3%
71	$META	Meta Platforms, Inc.	Technology	$581K	0.2%	1,031	-1%
72	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$580K	0.2%	620	-3%
73	$DE	DEERE & CO	Industrials	$521K	0.1%	822	-5%
74	—	COHEN & STEERS ETF TRUST - REAL EST ACT ETF	—	$513K	0.1%	18K	+14%
75	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$485K	0.1%	13K	-11%
76	$PFS	PROVIDENT FINANCIAL SERVICES INC	Financials	$476K	0.1%	20K	-7%
77	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$469K	0.1%	1,667	—
78	$NVDA	NVIDIA CORP	Technology	$432K	0.1%	2,157	+13%
79	$PEP	PEPSICO INC	Consumer Staples	$430K	0.1%	3,178	+0.1%
80	$MRK	Merck & Co., Inc.	Healthcare	$417K	0.1%	3,246	+8%
81	—	ISHARES TR - SELECT DIVID ETF	—	$407K	0.1%	2,602	+35%
82	$GE	GENERAL ELECTRIC CO	Industrials	$401K	0.1%	1,072	+16%
83	$GD	GENERAL DYNAMICS CORP	Industrials	$399K	0.1%	1,128	+0.4%
84	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$381K	0.1%	6,387	+0.6%
85	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP E	—	$377K	0.1%	11K	-0.2%
86	—	ISHARES TR - JPMORGAN USD EMG	—	$369K	0.1%	3,825	+0.3%
87	$CARR	CARRIER GLOBAL Corp	Industrials	$369K	0.1%	5,027	—
88	$PG	PROCTER & GAMBLE Co	Consumer Staples	$362K	0.1%	2,470	-12%
89	$ABT	ABBOTT LABORATORIES	Healthcare	$356K	0.1%	3,921	-10%
90	—	INVESCO EXCH TRADED FD TR II - S&P INTL QULTY	—	$354K	0.1%	8,109	+2%
91	$ABBV	AbbVie Inc.	Healthcare	$350K	0.1%	1,389	+8%
92	$CAT	CATERPILLAR INC	Industrials	$348K	0.1%	327	-7%
93	—	ISHARES TR - MSCI USA QLT FCT	—	$347K	0.1%	1,583	—
94	—	INNOVATOR ETFS TRUST - US EQT ULTRA BF	—	$329K	0.1%	7,809	+1.0%
95	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$324K	0.1%	876	+0.5%
96	$CVX	CHEVRON CORP	Energy	$321K	0.1%	1,938	-3%
97	—	INNOVATOR ETFS TRUST - US EQUITY ACCELE	—	$320K	0.1%	7,634	-1%
98	$GEV	GE Vernova Inc.	Industrials	$311K	0.1%	265	New
99	$CSCO	CISCO SYSTEMS, INC.	Technology	$308K	0.1%	2,625	-3%
100	$HD	HOME DEPOT, INC.	Consumer Discretionary	$304K	0.1%	862	+0.2%
101	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL	—	$298K	0.1%	2,800	+0.4%
102	$STT	STATE STREET CORP	Financials	$295K	0.1%	2,636	+0.0%
103	$TSLA	Tesla, Inc.	Consumer Discretionary	$289K	0.1%	687	-1%
104	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$282K	0.1%	9,752	+0.3%
105	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$280K	0.1%	7,615	+0.3%
106	$PEG	PUBLIC SERVICE ENTERPRISE GROUP INC	Utilities	$269K	0.1%	3,314	-0.5%
107	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$268K	0.1%	6,340	—
108	—	CALAMOS ETF TR - S&P 500 STR JULY	—	$261K	0.1%	9,447	—
109	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$257K	0.1%	1,164	—
110	$ES	EVERSOURCE ENERGY	Utilities	$249K	0.1%	3,452	—
111	$MCD	MCDONALDS CORP	Consumer Discretionary	$242K	0.1%	896	+0.1%
112	—	ISHARES TR - RUS 1000 ETF	—	$241K	0.1%	589	—
113	$INTC	INTEL CORP	Technology	$237K	0.1%	1,700	New
114	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$235K	0.1%	3,207	+11%
115	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$230K	0.1%	757	New
116	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$225K	0.1%	328	-3%
117	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	—	$223K	0.1%	3,194	New
118	—	CALAMOS ETF TR - S&P 500 STR SEPT	—	$223K	0.1%	8,018	—
119	—	ISHARES TR - MSCI EMG MKT ETF	—	$218K	0.1%	3,184	New
120	$GLW	CORNING INC /NY	Materials	$213K	0.1%	833	New
121	$RCL	ROYAL CARIBBEAN CRUISES LTD	Industrials	$212K	0.1%	668	New
122	—	SPDR SERIES TRUST - ST STR SP DIV	—	$201K	0.1%	1,323	New
123	$BDJ	BlackRock Enhanced Equity Dividend Trust	—	$132K	0.0%	14K	—

What changed in Q2 2026

Against the previous quarter's 13F: 8 new, 48 added to, 50 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

$GEVGE Vernova Inc.$311K
first bought this quarter
$INTCINTEL CORP$237K
first bought this quarter
VANGUARD INDEX FDS - SMALL CP ETF$230K
first bought this quarter
DIMENSIONAL ETF TRUST - US TARGETED VLU$223K
first bought this quarter
ISHARES TR - MSCI EMG MKT ETF$218K
first bought this quarter
$GLWCORNING INC /NY$213K
first bought this quarter

+2 more in the Excel export

Added to (48)

VANGUARD BD INDEX FDS - INTERMED TERM+7%
now $11.8M
VANGUARD INDEX FDS - GROWTH ETF+489%
now $902K
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+11%
now $4.9M
VANGUARD INDEX FDS - MID CAP ETF+292%
now $603K
ISHARES TR - S&P MC 400VL ETF+2%
now $23.1M
DIMENSIONAL ETF TRUST - INFLATION PROTE+5%
now $7.4M

+42 more in the Excel export

Trimmed (50)

ISHARES TR - SP SMCP600VL ETF-4%
now $10.0M
ISHARES TR - S&P MC 400GR ETF-2%
now $21.5M
ISHARES TR - S&P SML 600 GWT-1%
now $22.9M
ISHARES TR - S&P 500 VAL ETF-5%
now $4.9M
$XOM.R34088EXXON MOBIL CORP-12%
now $1.6M · held 10+ qtrs
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL-8%
now $2.4M

+44 more in the Excel export

Sold out (2)

VANGUARD WORLD FDwas $226K
INNOVATOR ETFS TRUSTwas $205K

Firm AUM (Form ADV): $760.8M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Sterling Financial Planning, Inc. has filed, 22 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Sterling Financial Planning?

Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Sterling Financial Planning's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

-2.6%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 6% over the last 4

Top 10 weight

47%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Sterling Financial Planning, Inc. disclosed 123 positions worth $367.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 2 — including a new stake in $GEV. The portfolio is most concentrated in Other (83.5% of disclosed assets). All figures are sourced directly from Sterling Financial Planning, Inc.’s Form 13F-HR filing with the SEC under CIK 1844278.

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AI-Powered Hedge Fund Analysis: Sterling Financial Planning, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Sterling Financial Planning, Inc. (SEC CIK: 1844278), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Sterling Financial Planning, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.