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Nicholas Nicolette

Sterling Financial Planning, Inc.

Assets Managed
$337.263M
Holdings
117
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
1.65%(2Q avg: 3.14%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterling Financial Planning, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 117 positions.

Assets under management

The assets under management (AUM) of Sterling Financial Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 337.263M in assets, with a quarterly growth rate of 1.65% and a 2-quarter average growth rate of 3.14%. The portfolio is managed by Nicholas Nicolette, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAU
Ishares Gold Trust
Recent Activity
Decreased -8.77%
6.16%
$20.743M
235,289 shares@ $88.17 avg price
IJJ
Ishares S&p Mid-cap 400 Valu
Recent Activity
Increased 0.6%
6.05%
$20.39M
153,885 shares@ $132.51 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Increased 0.79%
5.58%
$18.791M
129,856 shares@ $144.71 avg price
IJK
Ishares S&p Mid-cap 400 Grow
Recent Activity
Increased 0.91%
5.54%
$18.662M
185,467 shares@ $100.63 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 1.95%
4.99%
$16.82M
148,706 shares@ $113.11 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -3.37%
4.83%
$16.263M
308,128 shares@ $52.78 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 3.01%
3.58%
$12.058M
81,419 shares@ $148.11 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -1.9%
3.51%
$11.815M
424,251 shares@ $27.85 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -0.16%
3.47%
$11.689M
296,369 shares@ $39.44 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 10.72%
3.29%
$11.066M
143,377 shares@ $77.18 avg price

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