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Sterling Group Wealth Management, LLC 13F holdings

Filed 2026-08-03 · Sterling Group Wealth Management, LLC · 62 positions · $243.7M

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TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST1.1M$96.1M39.4%
DYNFBLACKROCK ETF TRUST305.4K$20.8M8.5%
SPHQINVESCO EXCHANGE TRADED FD T193.3K$17.4M7.1%
TBILRBB FD INC293.0K$14.6M6.0%
VEAVANGUARD TAX-MANAGED FDS180.3K$12.8M5.3%
EFAISHARES TR122.1K$12.7M5.2%
BAIBLACKROCK ETF TRUST163.0K$8.6M3.5%
CWISPDR INDEX SHS FDS141.4K$5.8M2.4%
IVWISHARES TR41.2K$5.7M2.3%
SPYVSPDR SERIES TRUST88.1K$5.4M2.2%
AAPLAPPLE INC17.0K$4.9M2.0%
VOOVANGUARD INDEX FDS7.1K$4.9M2.0%
VTVVANGUARD INDEX FDS14.7K$3.2M1.3%
XBILRBB FD INC43.0K$2.1M0.9%
MSFTMICROSOFT CORP5.5K$2.1M0.8%
AMZNAMAZON COM INC7.6K$1.8M0.7%
LPLALPL FINL HLDGS INC5.8K$1.6M0.7%
IXNISHARES TR11.3K$1.6M0.7%
GOOGALPHABET INC4.4K$1.6M0.6%
GOOGLALPHABET INC4.0K$1.4M0.6%
JPMJPMORGAN CHASE & CO4.0K$1.3M0.5%
MTUMISHARES TR3.2K$1.1M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL1$748,8500.3%
JNJJOHNSON & JOHNSON2.9K$738,3430.3%
UHSUNIVERSAL HLTH SVCS INC5.0K$737,0560.3%
AGGISHARES TR6.5K$640,9480.3%
FSKFS KKR CAP CORP60.5K$634,7950.3%
USMVISHARES TR6.4K$619,0800.3%
EIXEDISON INTL7.7K$575,0010.2%
CVXCHEVRON CORPORATION3.3K$551,3530.2%
IVVISHARES TR715$535,4560.2%
NVDANVIDIA CORPORATION2.6K$525,2520.2%
NCANUVEEN CALIFORNIA MUNI VLU F54.0K$503,7550.2%
GLWCORNING INC1.9K$483,2740.2%
NULGNUSHARES ETF TR4.1K$483,1930.2%
AVYAVERY DENNISON CORP3.0K$482,0170.2%
VVISA INC1.4K$466,9040.2%
VUGVANGUARD INDEX FDS5.1K$435,6960.2%
VSGXVANGUARD WORLD FD5.3K$434,5450.2%
INDSPACER FDS TR10.6K$425,6550.2%
EFGISHARES TR3.2K$397,2730.2%
XLKSELECT SECTOR SPDR TR1.9K$363,5120.1%
METAMETA PLATFORMS INC638$359,4040.1%
BIZDVANECK ETF TRUST26.6K$336,2370.1%
VEUVANGUARD INTL EQUITY INDEX F4.0K$331,7340.1%
LOWLOWES COS INC1.5K$331,6170.1%
PEPPEPSICO INC2.4K$322,8340.1%
SPYSTATE STR SPDR S&P 500 ETF T424$316,6300.1%
IDEFBLACKROCK ETF TRUST9.5K$301,2430.1%
COSTCOSTCO WHOLESALE CORPORATION309$289,0600.1%
ARCCARES CAPITAL CORP15.5K$286,5290.1%
VOOVVANGUARD ADMIRAL FDS INC1.3K$284,7300.1%
CGDVCAPITAL GROUP DIVIDEND VALUE5.7K$280,8960.1%
DEDEERE & CO408$258,8070.1%
NEENEXTERA ENERGY INC2.9K$254,3570.1%
QQQINVESCO QQQ TR333$245,2670.1%
WFCWELLS FARGO & CO2.8K$229,3260.1%
EWEDWARDS LIFESCIENCES CORP2.5K$229,1350.1%
JQUAJ P MORGAN EXCHANGE TRADED F3.0K$219,3700.1%
UNHUNITEDHEALTH GROUP INC506$210,3090.1%
Top Fund Holdings
13F
Top Fund Holdings

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