Sterling Group Wealth Management, LLC Portfolio Holdings

Sterling Group Wealth Management, LLC

  • $191 Million
  • Q4 2025

Sterling Group Wealth Management, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $191 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $81.4M, Invesco Exchange Traded Fd Tr with a value of $19.9M, Ishares Tr Msci Eafe ETF with a value of $12.5M, Vanguard Ftse Developed Market with a value of $11.4M, and Blackrock ETF Tr U S Equity Fa with a value of $10.7M.

Examining the 13F form we can see an increase of $238K in the current position value, from $191M to 191M.

Sterling Group Wealth Management, LLC is based out at Pasadena, CA

Below you can find more details about Sterling Group Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $191 Million
ETFs: $169 Million
Technology: $7.66 Million
Financial Services: $6.77 Million
Communication Services: $2.54 Million
Consumer Cyclical: $2.13 Million
Healthcare: $1.52 Million
Utilities: $650,000
Industrials: $513,000
Other: $524,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $191 Million
  • Prior Value $191 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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