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Sterling Financial Planning, Inc.ETFConcentrated long-term

CIK: 0001844278 | SPARTA, NJ

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR124$364.8M2026-10-28SEC ↗
Q2 2026
13F-HR123$367.7M2026-08-11SEC ↗
Q1 2026
13F-HR117$337.3M2026-05-06SEC ↗
Q4 2025
13F-HR120$331.8M2026-01-27SEC ↗
Q3 2025
13F-HR116$317.1M2025-10-24SEC ↗
Q2 2025
13F-HR116$299.3M2025-07-28SEC ↗
Q1 2025
13F-HR109$275.7M2025-04-29SEC ↗
Q4 2024
13F-HR108$271.8M2025-02-03SEC ↗
Q3 2024
13F-HR108$271.2M2024-10-31SEC ↗
Q2 2024
13F-HR106$246.5M2024-07-30SEC ↗
Q1 2024
13F-HR105$246.8M2024-05-06SEC ↗
Q4 2023
13F-HR102$231.0M2024-01-31SEC ↗
Q3 2023
13F-HR93$195.2M2023-11-06SEC ↗
Q2 2023
13F-HR98$201.8M2023-07-28SEC ↗
Q1 2023
13F-HR95$184.2M2023-05-04SEC ↗
Q4 2022
13F-HR90$167.6M2023-02-07SEC ↗
Q3 2022
13F-HR83$2.0M2022-11-02SEC ↗
Q2 2022
13F-HR89$1.5M2022-07-27SEC ↗
Q1 2022
13F-HR95$1.3M2022-05-10SEC ↗
Q4 2021
13F-HR95$1.5M2022-02-02SEC ↗
Q3 2021
13F-HR428$1.9M2021-10-28SEC ↗
Q2 2021
13F-HR402$1.9M2021-08-02SEC ↗
Q1 2021
13F-HR383$1.5M2021-04-28SEC ↗
Q4 2020
13F-HR360$1.6M2021-02-10SEC ↗