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Filers›Holding Co.›Sterling Financial Group, Inc.
DOSSIER · 13F-HR · Q3 2025

Sterling Financial Group, Inc.

Sterling Financial's holding co. based in Chicago, IL — $316M in tracked AUM across 73 positions as of Q3 2025.

SF
Sterling Financial·Chicago, IL·Holding Co.
CIK 0001991301 · last filed Sep 30, 2025
Total AUM
$316M
▲ 1.9%
vs prior
Holdings
73
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
24% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Sterling Financial Group, Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
SPHQ
INVESCO EXCHANGE TRADED FD T
$41M554K12.9%
02
DIVO
AMPLIFY ETF TR
$34M766K10.8%
03
JGRO
J P MORGAN EXCHANGE TRADED F
$32M340K10.1%
04
INTF
ISHARES TR
$29M808K9.2%
05
IBHF
ISHARES TR
$25M1.1M8.0%
06
BSCS
INVESCO EXCH TRD SLF IDX FD
$20M977K6.4%
07
BSCW
INVESCO EXCH TRD SLF IDX FD
$20M955K6.3%
08
IDVO
AMPLIFY ETF TR
$20M529K6.2%
09
AAPL
APPLE INC
$13M51K4.1%
10
GSY
INVESCO ACTIVELY MANAGED EXC
$5M108K1.7%

Filing history

Filing history loading…
AI Agent · grounded in Sterling
haiku-4-5 · 73 positions indexed
Sector mix
  • Health Care24%
  • Cons. Disc.11%
  • Communications7%
  • Industrials18%
  • Energy6%
  • Other34%
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