§ 13F · FUND PROFILE
Sterling Group Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201.9T (13F)Positions · 52Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$758.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 1.03M | $82.6T | 40.0% | ±0% |
| 2 | SPHQ | INVESCO EXCHANGE TRADED FD T | 272K | $20.4T | 9.9% | ±0% |
| 3 | EFA | ISHARES TR | 131K | $12.6T | 6.1% | −12% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 186K | $11.6T | 5.6% | −3% |
| 5 | TBIL | RBB FD INC | 228K | $11.4T | 5.5% | +26% |
| 6 | DYNF | BLACKROCK ETF TRUST | 178K | $10.8T | 5.3% | +4% |
| 7 | IVW | ISHARES TR | 62K | $7.6T | 3.7% | −5% |
| 8 | SPYV | SPDR SERIES TRUST | 100K | $5.7T | 2.7% | −1% |
| 9 | CWI | SPDR INDEX SHS FDS | 156K | $5.6T | 2.7% | −3% |
| 10 | AAPL | APPLE INC | 17K | $4.7T | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERLING SIGNAL
AC read
Sterling Group Wealth Management, LLC is a Other fund managing $201868.2 trillion in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed