STERLING GROUP WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSK | 77K | $782.63K |
 | AAPL | 14K | $3.67M |
 | ARCC | 10K | $187.61K |
 | AMZN | 8K | $1.65M |
 | EIX | 7K | $527.87K |
 | LPLA | 6K | $1.77M |
 | MSFT | 6K | $2.13M |
 | UHS | 5K | $887.15K |
 | GOOG | 5K | $1.32M |
 | NVDA | 4K | $769.29K |
 | BAC | 4K | $203.29K |
 | ROL | 4K | $219.30K |
 | GOOGL | 4K | $1.17M |
 | JPM | 4K | $1.18M |
 | WFC | 4K | $298.62K |
 | CVX | 3K | $686.73K |
 | AVY | 3K | $512.69K |
 | NEE | 3K | $264.52K |
 | JNJ | 2K | $540.26K |
 | DIS | 2K | $201.15K |
FS KKR Capital Corp.
FSK
Shares Held
77K
Value
$782.63K
Apple Inc.
AAPL
Shares Held
14K
Value
$3.67M
Ares Capital Corporation
ARCC
Shares Held
10K
Value
$187.61K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.65M
Edison International
EIX
Shares Held
7K
Value
$527.87K
LPL Financial Holdings Inc.
LPLA
Shares Held
6K
Value
$1.77M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.13M
Universal Health Services, Inc.
UHS
Shares Held
5K
Value
$887.15K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.32M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$769.29K
Bank of America Corporation
BAC
Shares Held
4K
Value
$203.29K
Rollins, Inc.
ROL
Shares Held
4K
Value
$219.30K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.17M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.18M
Wells Fargo & Company
WFC
Shares Held
4K
Value
$298.62K
Chevron Corporation
CVX
Shares Held
3K
Value
$686.73K
Avery Dennison Corporation
AVY
Shares Held
3K
Value
$512.69K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$264.52K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$540.26K
The Walt Disney Company
DIS
Shares Held
2K
Value
$201.15K