Sterling Group Wealth Management, LLC — 13F holdings

Sterling Group Wealth Management, LLC reported 62 holdings worth $244M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $96.1M (39.4%)
  2. DYNF BLACKROCK ETF TRUST — $20.8M (8.5%)
  3. SPHQ INVESCO EXCHANGE TRADED FD T — $17.4M (7.1%)
  4. TBIL RBB FD INC — $14.6M (6.0%)
  5. VEA VANGUARD TAX-MANAGED FDS — $12.8M (5.3%)
  6. EFA ISHARES TR — $12.7M (5.2%)
  7. BAI BLACKROCK ETF TRUST — $8.59M (3.5%)
  8. CWI SPDR INDEX SHS FDS — $5.75M (2.4%)
  9. IVW ISHARES TR — $5.66M (2.3%)
  10. SPYV SPDR SERIES TRUST — $5.36M (2.2%)