StockDriftsStockDriftsTop 50 Sterling Group Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 39.09% | 1.08M | $82.6M | +4.81%(+49.53K) | $63.07(+38.53%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 8.23% | 231.3K | $17.4M | -14.82%(-40.25K) | $62.12(+32.64%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 7.49% | 272.3K | $15.8M | +52.61%(+93.86K) | $54.68(+21.50%) | 2026-03-31 | |
| TBIL | RBB FD INC | 6.49% | 275.3K | $13.7M | +20.49%(+46.82K) | $49.97(-0.11%) | 2026-03-31 | |
| EFA | ISHARES TR | 6.28% | 136.7K | $13.3M | +4.12%(+5.42K) | $77.98(+33.16%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.49% | 181.1K | $11.6M | -2.80%(-5.21K) | $40.25(+75.47%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.32% | 62.1K | $7.0M | +0.12%(+73) | $93.76(+46.38%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 2.7% | 155.9K | $5.7M | -0.26%(-403) | $28.60(+40.72%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.61% | 97.4K | $5.5M | -2.57%(-2.57K) | $49.50(+21.57%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.92% | 6.8K | $4.0M | +5.12%(+330) | $446.13(+52.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.92% | +47.84% |
| Top 20 Holdings Unweighted | +13.97% | +48.03% |
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