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Home > Institutional Investor > Sterling Group Wealth Management, Llc > Profile

Instuitional Investor - Sterling Group Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sterling Group Wealth Management, Llc
Portfolio Value $243,737,329
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 1,093,329 $96,081,714 39.42%
2.
Blackrock Etf Trust
 DYNF 305,402 $20,770,379 8.52%
3.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 193,281 $17,414,622 7.14%
4.
Rbb Fd Inc
 292,952 $14,606,608 5.99%
5.
Vanguard Tax-Managed Fds
 180,332 $12,848,636 5.27%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.