Sterling Group Wealth Management, LLC
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 243,737
- Description
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- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 41.83 K | 17.2% | 2.022 K | 0 | 2.022 K |
| ETFs | 201.9 K | 82.8% | 30.3 K | 0 | 30.3 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
243,737
Holdings
62
QoQ value change ($000)
32,321
(15.3%)
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.