Sterling Group Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Pasadena, CA
CIK
0001852307
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 63 188,585 SPLG, SPHQ, EFA, VEA 13F-HR 10/7/2024 000108514624004685
Q2 2024 58 174,196 SPLG, SPHQ, SPYV, VEA 13F-HR 7/15/2024 000108514624002968
Q1 2024 3 1,628 VOO, VEU, SPHQ 13F-HR 4/15/2024 000108514624001847
Q4 2023 53 128,679 VEA, SPHQ, VTV, SPLG 13F-HR 1/12/2024 000108514624000233
Q3 2023 49 105,680 VEA, SPHQ, VTV, VOO 13F-HR 10/11/2023 000121465923013333
Q2 2023 52 115,467 VEA, SPHQ, VTV, IXN 13F-HR 7/6/2023 000121465923009308
Q1 2023 50 105,954 VEA, VTV, SPHQ, MTUM 13F-HR 4/21/2023 000121465923005733
Q4 2022 48 101,551 VEA, VTV, SPHQ, MTUM 13F-HR 2/17/2023 000121465923002689