Sterling Group Wealth Management, LLC
Sterling Group Wealth Management, LLC is an independent investment advisory firm headquartered in Pasadena, California. Founded around 2021, the firm provides comprehensive wealth management, investing, and financial planning solutions primarily to individuals, families, and small institutions. Sterling Group Wealth Management is registered with the SEC and manages hundreds of millions in assets for clients nationwide. The firm employs a small, specialized team focused on delivering personalized investment advice.
Investment Strategy
Sterling Group Wealth Management employs a diversified investment approach centered on long-term portfolio growth and risk management. Its strategies typically focus on publicly traded equities and exchange-traded funds, with asset allocations designed to match client risk profiles and objectives. The firm frequently adjusts portfolio holdings based on market conditions and client goals, with regular rebalancing and emphasis on broad-market, quality, and value ETFs. Top holdings include major index funds such as SPDR S&P 500, Invesco S&P 500 Quality, and iShares MSCI EAFE, reflecting a global, multi-asset allocation philosophy.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 40.08% | $80.9M | 1,032,684 | $65.41 | $78.34 | +$5.9M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 9.88% | $19.9M | 272,049 | $63.61 | $73.29 | +$119.8K |
E EFA | ISHARES TR | 6.89% | $13.9M | 148,933 | $79.72 | $93.37 | +$1.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.68% | $11.5M | 191,430 | $49.46 | $59.92 | +$488.0K |
D DYNF | BLACKROCK ETF TRUST | 5.05% | $10.2M | 172,158 | $54.80 | $59.20 | +$1.5M |