Portfolio (Quarterly) Guide ↗

Sterling Group Wealth Management, LLC

· CIK 0001852307

13F Portfolio $207M AUM 51 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 10 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HD	HOME DEPOT INC	Consumer Cyclical	533	$216K	0.11%	SOLD
2	ORCL	ORACLE CORP	Technology	730	$205K	0.10%	SOLD

Sector Allocation

Technology 34.5%

Financial Services 28.5%

Communication Services 12.8%

Consumer Cyclical 9.7%

Healthcare 6.8%

Utilities 2.9%

Industrials 2.4%

Consumer Defensive 1.3%

Energy 1.0%