Sterling Group Wealth Management, LLC

Est. AUM

$211.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$82.6M	1079682	39.09%	SOLE
2	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$17.4M	231299	8.23%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$15.8M	272265	7.49%	SOLE
4	RBB FD INC	F/M US TREASURY	$13.7M	275302	6.49%	SOLE
5	ISHARES TR	MSCI EAFE ETF	$13.3M	136729	6.28%	SOLE
6	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.6M	181086	5.49%	SOLE
7	ISHARES TR	S&P 500 GRWT ETF	$7.0M	62086	3.32%	SOLE
8	SPDR INDEX SHS FDS	STATE STREET SPD	$5.7M	155882	2.70%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	97422	2.61%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.0M	6777	1.92%	SOLE
11	APPLE INC	COM	$3.7M	14450	1.73%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$2.8M	14148	1.31%	SOLE
13	RBB FD INC	US TRSRY 6 MNTH	$2.5M	48993	1.16%	SOLE
14	MICROSOFT CORP	COM	$2.1M	5758	1.01%	SOLE
15	LPL FINL HLDGS INC	COM	$1.8M	5869	0.84%	SOLE
16	AMAZON COM INC	COM	$1.6M	7901	0.78%	SOLE
17	ALPHABET INC	CAP STK CL C	$1.3M	4600	0.62%	SOLE
18	JPMORGAN CHASE & CO	COM	$1.2M	4020	0.56%	SOLE
19	ALPHABET INC	CAP STK CL A	$1.2M	4061	0.55%	SOLE
20	ISHARES TR	GLOBAL TECH ETF	$1.1M	11258	0.53%	SOLE
21	UNIVERSAL HLTH SVCS INC	CL B	$887K	4957	0.42%	SOLE
22	FS KKR CAP CORP	COM	$783K	76879	0.37%	SOLE
23	NVIDIA CORPORATION	COM	$769K	4411	0.36%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.34%	SOLE
25	ISHARES TR	MSCI USA MIN VOL	$694K	7485	0.33%	SOLE
26	CHEVRON CORPORATION	COM	$687K	3319	0.32%	SOLE
27	ISHARES TR	CORE US AGGBD ET	$586K	5908	0.28%	SOLE
28	JOHNSON & JOHNSON	COM	$540K	2210	0.26%	SOLE
29	EDISON INTL	COM	$528K	7213	0.25%	SOLE
30	AVERY DENNISON CORP	COM	$513K	2969	0.24%	SOLE
31	NUVEEN CALIFORNIA MUNI VLU F	COM STK	$506K	53993	0.24%	SOLE
32	VISA INC	COM CL A	$491K	1626	0.23%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$467K	715	0.22%	SOLE
34	META PLATFORMS INC	CL A	$458K	800	0.22%	SOLE
35	ISHARES TR	MSCI USA MMENTM	$411K	1714	0.19%	SOLE
36	NUSHARES ETF TR	NUVEEN ESG LRGCP	$390K	4287	0.18%	SOLE
37	PACER FDS TR	INDUSTRIAL RELET	$389K	10586	0.18%	SOLE
38	VANGUARD WORLD FD	ESG INTL STK ETF	$364K	5078	0.17%	SOLE
39	LOWES COS INC	COM	$350K	1482	0.17%	SOLE
40	VANECK ETF TRUST	BDC INCOME ETF	$334K	26059	0.16%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET TEC	$312K	2344	0.15%	SOLE
42	PEPSICO INC	COM	$308K	1984	0.15%	SOLE
43	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$301K	4008	0.14%	SOLE
44	WELLS FARGO & CO	COM	$299K	3751	0.14%	SOLE
45	VANGUARD INDEX FDS	GROWTH ETF	$281K	643	0.13%	SOLE
46	NEXTERA ENERGY INC	COM	$265K	2848	0.13%	SOLE
47	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$265K	1299	0.13%	SOLE
48	MARSH & MCLENNAN COS INC	COM	$262K	1511	0.12%	SOLE
49	STATE STR SPDR S&P 500 ETF T	TR UNIT	$259K	399	0.12%	SOLE
50	EXXON MOBIL CORP	COM	$254K	1500	0.12%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.