Sterling Group Wealth Management, LLC: 13F holdings
CIK 18523072026Q2
| Positions | 62 |
|---|
| Reported value | $243.7m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 62 (+4 vs prior quarter) |
|---|
| Reported value | $243.7m (+15.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 1,093,329 | $96.1m | 39.4% |
| DYNF BLACKROCK ETF TRUST | 305,402 | $20.8m | 8.5% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 193,281 | $17.4m | 7.1% |
| TBIL RBB FD INC | 292,952 | $14.6m | 6.0% |
| VEA VANGUARD TAX-MANAGED FDS | 180,332 | $12.8m | 5.3% |
| EFA ISHARES TR | 122,087 | $12.7m | 5.2% |
| BAI BLACKROCK ETF TRUST | 162,989 | $8.6m | 3.5% |
| CWI SPDR INDEX SHS FDS | 141,423 | $5.8m | 2.4% |
| IWF ISHARES TR | 41,186 | $5.7m | 2.3% |
| SPYV SPDR SERIES TRUST | 88,092 | $5.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1852307")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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