Portfolio (Quarterly) Guide ↗

Sterling Financial Planning, Inc.

· CIK 0001844278

13F Portfolio $337M AUM 117 positions Filed May 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 31 Added 39 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DIVS	GUINNESS ATKINSON FDS	—	8,876	$274K	0.08%	SOLD
2	IHI	ISHARES TR	—	3,630	$226K	0.07%	SOLD
3	OTIS	OTIS WORLDWIDE CORP	Industrials	2,513	$220K	0.07%	SOLD
4	BDX	BECTON DICKINSON & CO	Healthcare	1,116	$217K	0.07%	SOLD
5	RCL	ROYAL CARIBBEAN GROUP	Consumer Cyclical	750	$209K	0.06%	SOLD
6	PRU	PRUDENTIAL FINL INC	Financial Services	1,832	$207K	0.06%	SOLD

Sector Allocation

Financial Services 59.2%

Technology 11.6%

Healthcare 7.5%

Industrials 5.9%

Energy 4.7%

Communication Services 3.0%

Consumer Cyclical 3.0%

Consumer Defensive 2.8%

Real Estate 1.4%

Utilities 0.9%