Sterling Group Wealth Management, LLC
โขCIK: 1852307โขFiling: Q4 2025
**Sterling Group Wealth Management, LLC** manages $207M across a diversified portfolio of 51 positions. The fund exhibits a notable overweight to covered call and income-generating strategies, highlighted by the largest holding in SPYM at $82.6M. Significant allocations are also directed toward sector-specific and international exposure, including SPHQ ($20.4M) and EFA ($12.6M). This structure suggests a focus on generating consistent yield while maintaining tactical exposure to major indices and global markets.
Total AUM
$206.6M
QoQ Performance
+2.3%
Positions
40
Top 10 Concentration
83.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPHQ
EFA
VEA
TBIL
DYNF
SPYM40.0%
SPHQ9.9%
EFA6.1%
VEA5.6%
TBIL5.5%
DYNF5.3%
IVW3.7%
SPYV2.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other90.0%
Technology5.1%
ETF2.3%
Financial1.2%
Consumer0.9%
Healthcare0.2%
Consumer Staples0.1%
Utilities0.1%
Changes from Q3 2025
NEW1 new position
โ14 increased
โ20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023