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Portfolio (Quarterly) Guide ↗

Sterling Group Wealth Management, LLC

· CIK 0001852307
13F Portfolio $244M AUM 62 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 14 New 24 Added 12 Reduced 3 Exited
Page 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFG ISHARES TR 3,193.0 $397K 0.16% NEW $124.42 +2.1%
42 XLK SELECT SECTOR SPDR TR 1,908.0 $364K 0.15% -348.0 -15.4% $190.52 -0.1%
43 META META PLATFORMS INC Communication Services 638.0 $359K 0.15% +55.0 +9.4% $563.33 +1.0%
44 BIZD VANECK ETF TRUST 26,559.0 $336K 0.14% +500.0 +1.9% $12.66 +4.1%
45 VEU VANGUARD INTL EQUITY INDEX F 3,961.0 $332K 0.14% -101.0 -2.5% $83.75 +2.5%
46 LOW LOWES COS INC Consumer Cyclical 1,504.0 $332K 0.14% +187.0 +14.2% $220.49 -2.1%
47 PEP PEPSICO INC Consumer Defensive 2,384.0 $323K 0.13% +400.0 +20.2% $135.42 +2.1%
48 SPY STATE STR SPDR S&P 500 ETF T Financial Services 424.0 $317K 0.13% +25.0 +6.3% $746.77 +3.5%
49 BLACKROCK ETF TRUST 9,479.0 $301K 0.12% NEW $31.78
50 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 309.0 $289K 0.12% NEW $935.47 +1.9%
51 ARCC ARES CAPITAL CORP Financial Services 15,463.0 $287K 0.12% -22K -58.7% $18.53 +6.0%
52 VOOV VANGUARD ADMIRAL FDS INC 1,299.0 $285K 0.12% $219.19 +4.2%
53 CGDV CAPITAL GROUP DIVIDEND VALUE 5,700.0 $281K 0.12% NEW $49.28 +3.0%
54 DE DEERE & CO Industrials 408.0 $259K 0.11% NEW $634.33 -5.4%
55 NEE NEXTERA ENERGY INC Utilities 2,898.0 $254K 0.10% +118.0 +4.2% $87.77 -1.8%
56 QQQ INVESCO QQQ TR Financial Services 333.0 $245K 0.10% NEW $736.54 -0.9%
57 WFC WELLS FARGO & CO Financial Services 2,775.0 $229K 0.09% NEW $82.64 +5.9%
58 EW EDWARDS LIFESCIENCES CORP Healthcare 2,533.0 $229K 0.09% NEW $90.46 +0.4%
59 J P MORGAN EXCHANGE TRADED F 3,035.0 $219K 0.09% NEW $72.28
60 UNH UNITEDHEALTH GROUP INC Healthcare 506.0 $210K 0.09% NEW $415.63 -4.8%
Page 3 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.9%
Financial Services 23.3%
Communication Services 14.0%
Healthcare 8.8%
Consumer Cyclical 8.8%
Utilities 3.4%
Industrials 3.1%
Consumer Defensive 2.5%
Energy 2.3%