Sterling Group Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NEXTERA ENERGY INC | $223.2K | 0.1% |
| CHEVRON CORP | $227.9K | 0.1% |
| ROLLINS INC | $232.3K | 0.1% |
| MARSH & MCLENNAN COMPANIES, INC. | $241.5K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $266.1K | 0.1% |
| NUSHARES ETF TR | $271.1K | 0.1% |
| SPDR S&P 500 ETF TR | $272.1K | 0.1% |
| PEPSICO INC | $284.8K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $298.8K | 0.1% |
| VANGUARD INDEX FDS | $313.7K | 0.2% |
| LOWES COMPANIES INC | $317.6K | 0.2% |
| SELECT SECTOR SPDR TR | $324.8K | 0.2% |
| VANECK ETF TRUST | $369.5K | 0.2% |
| Meta Platforms Inc | $384.9K | 0.2% |
| PACER FDS TR | $388.3K | 0.2% |
| VANGUARD WORLD FD | $410.3K | 0.2% |
| JOHNSON & JOHNSON | $416.9K | 0.2% |
| EDISON INTERNATIONAL | $421.5K | 0.2% |
| NVIDIA Corp | $425.8K | 0.2% |
| iShares MSCI UAE ETF | $429.0K | 0.2% |
| Visa Inc | $477.3K | 0.2% |
| NUVEEN CALIFORNIA MUNICIPAL VALUE FUNDNCA | $483.2K | 0.2% |
| ISHARES TR | $489.7K | 0.2% |
| Avery Dennison Corp | $540.0K | 0.3% |
| ISHARES TR | $590.0K | 0.3% |
| FS KKR Capital CorpFSK | $702.0K | 0.3% |
| iShares MSCI UAE ETF | $704.8K | 0.3% |
| SCHWAB STRATEGIC TR | $754.6K | 0.4% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.4% |
| ARES CAPITAL CORPARCC | $758.2K | 0.4% |
| Alphabet Inc. | $1.05M | 0.5% |
| UNIVERSAL HEALTH SERVICES INC | $1.08M | 0.5% |
| ISHARES TR | $1.19M | 0.6% |
| JPMORGAN CHASE & CO | $1.28M | 0.6% |
| Alphabet Inc. | $1.39M | 0.7% |
| Amazon.com Inc | $1.58M | 0.8% |
| RBB FD INC | $1.75M | 0.8% |
| LPL Financial Holdings Inc. | $2.08M | 1.0% |
| MICROSOFT CORP | $2.46M | 1.2% |
| VANGUARD INDEX FDS | $2.73M | 1.3% |
| VANGUARD INDEX FDS | $4.04M | 2.0% |
| Apple Inc. | $4.73M | 2.3% |
| SPDR INDEX SHS FDS | $5.61M | 2.7% |
| SPDR SERIES TRUST | $5.68M | 2.7% |
| ISHARES TR | $7.64M | 3.7% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $10.85M | 5.3% |
| RBB FD INC | $11.40M | 5.5% |
| VANGUARD TAX-MANAGED FDS | $11.64M | 5.6% |
| ISHARES TR | $12.61M | 6.1% |
| INVESCO EXCHANGE TRADED FD T | $20.38M | 9.9% |