Sterling Group Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Sterling Group Wealth Management, LLC held in its portfolio 50 assets valued at $206,597,992 (i.e. $206.60M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($88.32M), INVESCO EXCHANGE TRADED FD T ($20.38M), and ISHARES TR ($12.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sterling Group Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1130140 | 88318987 | STATE STREET SPD |
| INVESCO EXCHANGE TRADED FD T | 271552 | 20379967 | S&P500 QUALITY |
| ISHARES TR | 131314 | 12610084 | MSCI EAFE ETF |
| VANGUARD TAX-MANAGED FDS | 186298 | 11638020 | VAN FTSE DEV MKT |
| RBB FD INC | 228481 | 11396635 | US TREAS 3 MNTH |
| BLACKROCK ETF TRUST | 178409 | 10849042 | ISHARES US EQUIT |
| ISHARES TR | 62013 | 7643728 | S&P 500 GRWT ETF |
| SPDR INDEX SHS FDS | 156285 | 5613747 | MSCI ACWI EXUS |
| APPLE INC | 17405 | 4731759 | COM |
| VANGUARD INDEX FDS | 6447 | 4043032 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 14302 | 2731514 | VALUE ETF |
| MICROSOFT CORP | 5089 | 2460930 | COM |
| LPL FINL HLDGS INC | 5827 | 2081230 | COM |
| RBB FD INC | 35021 | 1753519 | US TRSRY 6 MNTH |
| AMAZON COM INC | 6855 | 1582271 | COM |
| ALPHABET INC | 4434 | 1391389 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 3987 | 1284560 | COM |
| ISHARES TR | 11302 | 1186710 | GLOBAL TECH ETF |
| UNIVERSAL HLTH SVCS INC | 4957 | 1080725 | CL B |
| ALPHABET INC | 3340 | 1045420 | CAP STK CL A |
| ARES CAPITAL CORP | 37480 | 758220 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SCHWAB STRATEGIC TR | 28769 | 754608 | US BRD MKT ETF |
| ISHARES TR | 7485 | 704788 | MSCI USA MIN VOL |
| FS KKR CAP CORP | 47400 | 701997 | COM |
| ISHARES TR | 5908 | 590044 | CORE US AGGBD ET |
| AVERY DENNISON CORP | 2969 | 540002 | COM |
| ISHARES TR | 715 | 489732 | CORE S&P500 ETF |
| NUVEEN CALIFORNIA MUNI VLU F | 53993 | 483237 | COM STK |
| VISA INC | 1361 | 477274 | COM CL A |
| ISHARES TR | 1714 | 429031 | MSCI USA MMENTM |
| NVIDIA CORPORATION | 2283 | 425794 | COM |
| EDISON INTL | 7023 | 421539 | COM |
| JOHNSON & JOHNSON | 2014 | 416859 | COM |
| VANGUARD WORLD FD | 5728 | 410271 | ESG INTL STK ETF |
| PACER FDS TR | 10586 | 388294 | INDUSTRIAL RELET |
| META PLATFORMS INC | 583 | 384861 | CL A |
| VANECK ETF TRUST | 26059 | 369517 | BDC INCOME ETF |
| SELECT SECTOR SPDR TR | 2256 | 324796 | STATE STREET TEC |
| LOWES COS INC | 1317 | 317608 | COM |
| VANGUARD INDEX FDS | 643 | 313694 | GROWTH ETF |
| VANGUARD INTL EQUITY INDEX F | 4062 | 298801 | ALLWRLD EX US |
| PEPSICO INC | 1984 | 284786 | COM |
| SPDR S&P 500 ETF TR | 399 | 272086 | TR UNIT |
| NUSHARES ETF TR | 2772 | 271076 | NUVEEN ESG LRGCP |
| VANGUARD ADMIRAL FDS INC | 1299 | 266078 | 500 VAL IDX FD |
| MARSH & MCLENNAN COS INC | 1302 | 241547 | COM |
| ROLLINS INC | 3871 | 232337 | COM |
| CHEVRON CORP NEW | 1495 | 227868 | COM |
| NEXTERA ENERGY INC | 2780 | 223178 | COM |
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