Institutions / Sterling Group Wealth Management, LLC
Sterling Group Wealth Management, LLC
CIK 1852307 · Institution · as of Dec 31, 2025
Portfolio value
$206.60M
Positions
51
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 51 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $82.64M | 40.0% |
| Invesco Exchange Traded Fd T | $20.38M | 9.9% |
| iShares Tr | $12.61M | 6.1% |
| Vanguard Tax-Managed Fds | $11.64M | 5.6% |
| Rbb Fd Inc | $11.40M | 5.5% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $10.85M | 5.3% |
| iShares Tr | $7.64M | 3.7% |
| SPDR Series Trust | $5.68M | 2.7% |
| SPDR Index Shs Fds | $5.61M | 2.7% |
| Apple Inc. | $4.73M | 2.3% |
| Vanguard Index Fds | $4.04M | 2.0% |
| Vanguard Index Fds | $2.73M | 1.3% |
| Microsoft Corp | $2.46M | 1.2% |
| LPL Financial Holdings Inc. | $2.08M | 1.0% |
| Rbb Fd Inc | $1.75M | 0.8% |
| Amazon.com Inc | $1.58M | 0.8% |
| Alphabet Inc. | $1.39M | 0.7% |
| JPMorgan Chase & Co | $1.28M | 0.6% |
| iShares Tr | $1.19M | 0.6% |
| Universal Health Services Inc | $1.08M | 0.5% |
| Alphabet Inc. | $1.05M | 0.5% |
| Ares Capital CorpARCC | $758.2K | 0.4% |
| Berkshire Hathaway Inc Del | $754.8K | 0.4% |
| Schwab Strategic Tr | $754.6K | 0.4% |
| iShares MSCI UAE ETF | $704.8K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.