Sterling Financial Planning, Inc. ETF holdings
Sparta, NJ
Reported $338.3M in 78 ETFs in its Form 13F for June 30, 2026.
ETF value
$338.3M
ETFs held
78
Change from prior quarter
+8.9%
With price moves
ETFs as a share of its 13F
92.0%
of $367.7M
Top 10 of 78 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $23.1M | 156,530 | +2,645 shares |
| IJT | iShares S&P Small-Cap 600 Growth ETF | $22.9M | 128,012 | −1,844 shares |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | $21.5M | 182,653 | −2,814 shares |
| IVW | iShares S&P 500 Growth ETF | $20.4M | 148,229 | −477 shares |
| IAU | iShares Gold Trust | $17.6M | 233,678 | −1,611 shares |
| DFIV | Dimensional International Value ETF | $16.8M | 310,296 | +2,168 shares |
| VYM | Vanguard High Dividend Yield ETF | $13.1M | 83,032 | +1,613 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $13.0M | 418,339 | −5,912 shares |
| DISV | Dimensional International Small Cap Value ETF | $12.2M | 302,926 | +6,557 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $11.8M | 153,913 | +10,536 shares |
68 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001844278. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sterling Financial Planning, Inc. own?
Sterling Financial Planning, Inc. reported 78 ETF positions worth $338.3M in its Form 13F for June 30, 2026. The largest was IJJ, at $23.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.