Sterling Group Wealth Management, LLC - Portfolio overview

Sterling Group Wealth Management, LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 28.13%
2. SPLG - SPDR SERIES TRUST, 27.54%
3. SPHQ - INVESCO EXCHANGE TRADED FD T, 5.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.