Sterling Group Wealth Management, LLC
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 257,111
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 65 | 257,111 | 13F-HR | Sterling Group Wealth Management, LLC |
| Q2 2026 | 8/3/2026 | 62 | 243,737 | 13F-HR | Sterling Group Wealth Management, LLC |
| Q1 2026 | 5/4/2026 | 58 | 211,416 | 13F-HR | Sterling Group Wealth Management, LLC |
| Q4 2025 | 1/27/2026 | 51 | 206,598 | 13F-HR | Sterling Group Wealth Management, LLC |
| Q3 2025 | 10/6/2025 | 52 | 201,868 | 13F-HR | Sterling Group Wealth Management, LLC |
| Q2 2025 | 7/14/2025 | 53 | 180,679 | 13F-HR | Sterling Group Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.16 K | 19.9% | 9.333 K | 0 | 9.333 K |
| ETFs | 206 K | 80.1% | 4.039 K | 0 | 4.039 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
257,111
Holdings
65
QoQ value change ($000)
13,374
(5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.