Sterling Group Wealth Management, LLC
Sterling Group Wealth Management, LLC reported 62 holdings worth US$244M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Sterling Group Wealth Management, LLC reported 62 holdings worth US$244M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 62
- Value as reported
- US$244M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 16,960 | US$4.91M | 2.0% |
| Alphabet Inc (google) Class C | 8,436 | US$3.01M | 1.2% |
| Microsoft Corp. | 5,530 | US$2.06M | 0.85% |
| Amazon.com, Inc. | 7,569 | US$1.8M | 0.74% |
| Lpl Financial Holdings Inc. | 5,827 | US$1.64M | 0.67% |
| Jp Morgan Chase & Co. | 3,989 | US$1.31M | 0.54% |
| Berkshire Hathaway Inc. | 1,497 | US$749K | 0.31% |
| Johnson & Johnson | 2,907 | US$738K | 0.30% |
| Universal Health Services, Inc. | 4,957 | US$737K | 0.30% |
| Fs Kkr Capital Corp. | 60,457 | US$635K | 0.26% |
| Edison International | 7,723 | US$575K | 0.24% |
| Chevron Corporation | 3,326 | US$551K | 0.23% |
| Nvidia Corporation | 2,625 | US$525K | 0.22% |
| Corning Incorporated | 1,892 | US$483K | 0.20% |
| Avery Dennison Corporation | 2,969 | US$482K | 0.20% |
| Visa Inc. | 1,361 | US$467K | 0.19% |
| Meta Platforms, Inc. | 638 | US$359K | 0.15% |
| Lowe's Companies, Inc. | 1,504 | US$332K | 0.14% |
| Pepsico, Inc. | 2,384 | US$323K | 0.13% |
| Costco Wholesale Corporation | 309 | US$289K | 0.12% |
| Ares Capital Corporation | 15,463 | US$287K | 0.12% |
| Deere & Company | 408 | US$259K | 0.11% |
| Nextera Energy, Inc. | 2,898 | US$254K | 0.10% |
| Wells Fargo & Company | 2,775 | US$229K | 0.09% |
| Edwards Lifesciences Corporation | 2,533 | US$229K | 0.09% |
| Unitedhealth Group Incorporated | 506 | US$210K | 0.09% |
| Oracle Corporation | 1,430 | US$210K | 0.09% |
| Abbvie Inc. | 809 | US$204K | 0.08% |
| Marsh | 0 | US$0 | 0.00% |
| Rollins, Inc. | 0 | US$0 | 0.00% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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