Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sterling Group Wealth Management, LLC (CIK 1852307) reported $211.4M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($82.6M, 39.09%), SPHQ ($17.4M, 8.23%), DYNF ($15.8M, 7.49%), TBIL ($13.7M, 6.49%), EFA ($13.3M, 6.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $82.6M | 39.09% | 1.1M | Added |
| 2 | SPHQ | INVESCO EXCHANGE TRADED FD T | $17.4M | 8.23% | 231,299 | Trimmed |
| 3 | DYNF | BLACKROCK ETF TRUST | $15.8M | 7.49% | 272,265 | Added |
| 4 | TBIL | RBB FD INC | $13.7M | 6.49% | 275,302 | Added |
| 5 | EFA | ISHARES TR | $13.3M | 6.28% | 136,729 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $11.6M | 5.49% | 181,086 | Trimmed |
| 7 | IVW | ISHARES TR | $7.0M | 3.32% | 62,086 | Added |
| 8 | CWI | SPDR INDEX SHS FDS | $5.7M | 2.70% | 155,882 | Trimmed |
| 9 | SPYV | SPDR SERIES TRUST | $5.5M | 2.61% | 97,422 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $4.0M | 1.92% | 6,777 | Added |
| 11 | AAPL | APPLE INC | $3.7M | 1.73% | 14,450 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $2.8M | 1.31% | 14,148 | Trimmed |
| 13 | XBIL | RBB FD INC | $2.5M | 1.16% | 48,993 | Added |
| 14 | MSFT | MICROSOFT CORP | $2.1M | 1.01% | 5,758 | Added |
| 15 | LPLA | LPL FINL HLDGS INC | $1.8M | 0.84% | 5,869 | Added |
| 16 | AMZN | AMAZON COM INC | $1.6M | 0.78% | 7,901 | Added |
| 17 | GOOG | ALPHABET INC | $1.3M | 0.62% | 4,600 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.56% | 4,020 | Added |
| 19 | GOOGL | ALPHABET INC | $1.2M | 0.55% | 4,061 | Added |
| 20 | IXN | ISHARES TR | $1.1M | 0.53% | 11,258 | Trimmed |
| 21 | UHS | UNIVERSAL HLTH SVCS INC | $887,154 | 0.42% | 4,957 | Hold |
| 22 | FSK | FS KKR CAP CORP | $782,631 | 0.37% | 76,879 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $769,292 | 0.36% | 4,411 | Added |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $718,140 | 0.34% | 1 | Hold |
| 25 | USMV | ISHARES TR | $694,159 | 0.33% | 7,485 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31