account_balance
Investment manager · 13F filer · SEC CIK 1852307
Sterling Group Wealth Management, LLC
Reported value$257Mas of Sep 30, 2026
Positions65 5 new, 2 sold out
Top 10 weight82.4%SPYM alone is 39%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
38.9%
TBILRBB Fd Inc
9.0%Added +58%
DYNFBlackRock ETF Trust
8.4%
SPHQInvesco Exchange Traded Fd T
6.3%
EFAiShares Tr
5.0%
VEAVanguard Tax-Managed FDS
4.8%Trimmed −4%
BAIBlackRock ETF Trust
3.6%Added +21%
IVWiShares Tr
2.3%
CWISPDR Index SHS FDS
2.2%
VOOVanguard Index FDS
2.0%
SPYVSPDR Series Trust
1.9%
SPYMSPDR Series Trust
38.9%
TBILRBB Fd Inc
9.0%+58%
DYNFBlackRock ETF Trust
8.4%
SPHQInvesco Exchange Traded Fd T
6.3%
EFAiShares Tr
5.0%
VEAVanguard Tax-Managed FDS
4.8%
BAI3.6%
IVW
CWI
VOO
SPYV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 38.9% Held
TBIL RBB Fd Inc 9.0% Added +58%
DYNF BlackRock ETF Trust 8.4% Held
SPHQ Invesco Exchange Traded Fd T 6.3% Held
EFA iShares Tr 5.0% Held
VEA Vanguard Tax-Managed FDS 4.8% Trimmed −4%
BAI BlackRock ETF Trust 3.6% Added +21%
IVW iShares Tr 2.3% Held
CWI SPDR Index SHS FDS 2.2% Held
VOO Vanguard Index FDS 2.0% Added +3%
SPYV SPDR Series Trust 1.9% Trimmed −8%
AAPL Apple Inc. 1.8% Trimmed −19%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.