Sterling Group Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing was signed by Charles Hunt Salembier, the Chief Compliance Officer for the firm located in Pasadena, California.
The report lists a total of 65 separate equity securities held by the firm. The top holdings by number of shares include various exchange-traded funds (ETFs) and broad market indices. The largest position is the SPDR Series Trust S&P 500 ETF Trust, which comprises 99,949,593 shares. This is followed by the iShares MSCI EAFE ETF, held at 12,829,516 shares, and the iShares Core S&P 500 ETF, held at 5,475,831 shares.
Among individual equities, the largest positions include BlackRock ETF Trust iShares Core S&P 500 ETF (21,487,976 shares), Vanguard Index Funds Morningstar Growth ETF (3,197,524 shares), and Vanguard Tax-Managed Funds Van FTSE Dev Mk (12,233,524 shares). Other significant individual stock holdings include Microsoft Corporation (2,356,101 shares), Apple Inc. (4,559,468 shares), and Alphabet Inc. Class A and Class C shares (1,047,650 and 1,174,190 shares, respectively).
The filing indicates that all positions are held in a Sole capacity, with no shared voting or investment power.
