Sterling Group Wealth Management, LLC Portfolio Holdings

Sterling Group Wealth Management, LLC

  • $179 Million
  • Q2 2025

Sterling Group Wealth Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $75M, Invesco Exchange Traded Fd Tr with a value of $19.8M, Ishares Tr Msci Eafe ETF with a value of $12.8M, Vanguard Ftse Developed Market with a value of $11M, and Blackrock ETF Tr U S Equity Fa with a value of $8.7M.

Examining the 13F form we can see an decrease of $6.96M in the current position value, from $186M to 179M.

Sterling Group Wealth Management, LLC is based out at Pasadena, CA

Below you can find more details about Sterling Group Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $159 Million
Technology: $6.63 Million
Financial Services: $6.63 Million
Consumer Cyclical: $2.06 Million
Communication Services: $2.06 Million
Healthcare: $1.2 Million
Industrials: $727,000
Consumer Defensive: $462,000
Other: $563,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.6B
$2.24 Million 1.25% of portfolio
5,967
Q2 2025 Reduced 8.69%
$12.1B
$897,000 0.5% of portfolio
4,957
Q2 2024 New
$14.7B
$520,000 0.29% of portfolio
2,969
Q2 2024 New
$19.4B
$351,000 0.2% of portfolio
6,811
Q2 2025 Added 1.43%
$106B
$284,000 0.16% of portfolio
1,302
Q2 2025 Reduced 6.93%
$138B
$292,000 0.16% of portfolio
1,317
Q2 2024 New
$187B
$261,000 0.15% of portfolio
1,984
Q2 2024 New
$27.5B
$218,000 0.12% of portfolio
3,871
Q1 2025 New
$153B
$207,000 0.12% of portfolio
408
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $179 Million
  • Prior Value $186 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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