Notify me when Sterling Group Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 51 | $206,597,992 | +$3,830,239 | -$4,236,098 | -$405,859 | SPYM, SPHQ, EFA, VEA, TBIL | 13F-HR | 27 Jan 2026, 13:14 |
| Q3 2025 | 52 | $201,868,226 | +$12,081,097 | -$2,673,522 | +$9,407,575 | SPLG, SPHQ, EFA, VEA, DYNF | 13F-HR | 06 Oct 2025, 15:02 |
| Q2 2025 | 53 | $180,679,200 | +$19,457,662 | -$41,812,851 | -$22,355,189 | SPLG, SPHQ, EFA, VEA, DYNF | 13F-HR | 14 Jul 2025, 09:05 |
| Q1 2025 | 59 | $186,456,668 | +$2,625,014 | -$3,362,146 | -$737,132 | SPLG, SPHQ, EFA, VEA, SPYV | 13F-HR | 25 Apr 2025, 19:29 |
| Q4 2024 | 63 | $192,743,279 | +$5,881,520 | -$1,807,785 | +$4,073,735 | SPLG, SPHQ, IVW, EFA, VEA | 13F-HR | 17 Jan 2025, 19:11 |
| Q3 2024 | 63 | $188,585,467 | +$16,194,661 | -$12,185,676 | +$4,008,985 | SPLG, SPHQ, EFA, VEA, IVW | 13F-HR | 07 Oct 2024, 17:25 |
| Q2 2024 | 58 | $174,196,501 | +$172,530,629 | -$19,293 | +$172,511,336 | SPLG, SPHQ, SPYV, VEA, EFA | 13F-HR | 15 Jul 2024, 15:12 |
| Q1 2024 | 3 | $1,628,500 | $0 | -$130,085,355 | -$130,085,355 | VOO, VEU, SPHQ | 13F-HR | 15 Apr 2024, 21:38 |
| Q4 2023 | 53 | $128,679,920 | +$13,652,514 | -$1,690,700 | +$11,961,814 | VEA, SPHQ, VTV, SPLG, IXN | 13F-HR | 12 Jan 2024, 10:53 |
| Q3 2023 | 49 | $105,680,947 | +$5,348,829 | -$10,913,525 | -$5,564,696 | VEA, SPHQ, VTV, VOO, IXN | 13F-HR | 11 Oct 2023, 14:02 |
| Q2 2023 | 52 | $115,467,523 | +$11,124,140 | -$7,398,626 | +$3,725,514 | VEA, SPHQ, VTV, IXN, VOO | 13F-HR | 06 Jul 2023, 19:18 |
| Q1 2023 | 50 | $105,954,437 | +$6,828,472 | -$7,810,250 | -$981,778 | VEA, VTV, SPHQ, MTUM, IXN | 13F-HR | 21 Apr 2023, 10:24 |
| Q4 2022 | 48 | $101,551,969 | $0 | $0 | $0 | VEA, VTV, SPHQ, MTUM, SPSM | 13F-HR | 17 Feb 2023, 15:58 |