Sterling Group Wealth Management: ETF & Bond Activity in Q3 2026

As of June 30, 2026, Sterling Group Wealth Management maintained a substantial portfolio valued at approximately $234.8 million. The firm manages funds for high-net-worth individuals through Insiderset.

Purchase Activity Observed in Q3

During the third quarter of 2026, Sterling Group Wealth Management demonstrated active buying behavior across several ETFs and bonds:

• SPLG (SPDR Series Trust): The firm increased its stake by approximately 1.26% in this SPDR trust.
• DYNF (Blackrock ETF Trust): Sterling Group significantly boosted their position, adding about +33,137 shares and increasing allocation by roughly 8.52 percentage points.
• VEA (Vanguard Tax-Managed FDs): Despite a slight reduction in share count (-0.42%), the overall portfolio weight for VEA remained unchanged at approximately 5.27%, indicating continued holding with no significant change relative to other assets.

Sale Activity Observed in Q3

Conversely, Sterling Group Wealth Management also showed notable selling activity during the quarter:

• EFA (iShares TR): The firm sold approximately 14,642 shares of EFA, reducing its allocation by about -5.2 percentage points.
• SPYV (SPDR Series Trust): Sterling Group decreased their position in SPYV by roughly 9.58%, impacting the overall portfolio weight slightly.

Financial Services Sector Focus

In the Financial Services sector, Sterling Group Wealth Management observed a change with:

• FSK (FS KKR Cap Corp): The firm reduced their position in FSK by approximately -21.36%, lowering its allocation to 0.26%.

Bond Holdings Adjustments

The investor also noted adjustments within bond holdings:

• CGDV (Capital Group Dividend Value): Sterling Group increased their position in CGDV by 100% during the quarter.

Other Notable Changes and Holdings

Beyond specific purchases and sales, several other holdings saw changes:

• CWI (SPDR Index SHS FDS): The firm sold down their position in CWI by approximately -9.28%, reducing allocation to 2.36%.
• IVW (iShares TR): Sterling Group decreased their IVW shares significantly, impacting the allocation by roughly -33.66 percentage points.

The portfolio continues to be dominated by SPDR Series Trust holdings at approximately 39.42% of its total value as of June 30, 2026. For more detailed information on Sterling Group Wealth Management's portfolio and their investment activities, please visit Sterling Group Wealth Management on Insiderset.