13F Insight
DOSSIER · 13F-HR · Q2 2026

Sterling Group Wealth Management, LLC

$244M in tracked AUM across 62 positions as of Q2 2026.

SG
CIK 0001852307 · last filed Jun 30, 2026
Total AUM
$244M
as of Q2 2026
Holdings
62
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sterling Group Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$96M1.1M39.4%02
DYNF
BLACKROCK ETF TRUST
$21M305K8.5%03
SPHQ
INVESCO EXCHANGE TRADED FD T
$17M193K7.1%04
TBIL
RBB FD INC
$15M293K6.0%05
VEA
VANGUARD TAX-MANAGED FDS
$13M180K5.3%06
EFA
ISHARES TR
$13M122K5.2%07
BAI
BLACKROCK ETF TRUST
$9M163K3.5%08
CWI
SPDR INDEX SHS FDS
$6M141K2.4%09
IVW
ISHARES TR
$6M41K2.3%10
SPYV
SPDR SERIES TRUST
$5M88K2.2%

Filing history

2026Q2Jun 30
$244M▲ 15.3%
62 positionsView →2026Q1Mar 31
$211M▲ 2.3%
58 positionsView →2025Q4Dec 31
$207M▲ 2.3%
51 positionsView →2025Q3Sep 30
$202M▲ 11.7%
52 positionsView →2025Q2Jun 30
$181M▼ 3.1%
53 positionsLocked2025Q1Mar 31
$186M▼ 3.3%
59 positionsLocked2024Q4Dec 31
$193M▲ 2.2%
63 positionsLocked2024Q3Sep 30
$189M▲ 8.3%
63 positionsLocked2024Q2Jun 30
$174M▲ 10596.7%
58 positionsLocked2024Q1Mar 31
$2M▼ 98.7%
3 positionsLocked2023Q4Dec 31
$129M▲ 21.8%
53 positionsLocked2023Q3Sep 30
$106M▼ 8.5%
49 positionsLocked
Showing 12 of 15