# EDGAR Filing Document

**Accession Number:** 0001852307
**File Stem:** 0001852307-26-000002
**Filing Date:** 2026-1
**Character Count:** 9468
**Document Hash:** 5c64c929f342f17c16233cbc8b047a92
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001852307-26-000002.hdr.sgml**: 20260127

**ACCESSION NUMBER**: 0001852307-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260127

**DATE AS OF CHANGE**: 20260127

**EFFECTIVENESS DATE**: 20260127

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sterling Group Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001852307

**ORGANIZATION NAME:**
- **EIN:** 454270147
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23132
- **FILM NUMBER:** 26563705

**BUSINESS ADDRESS:**
- **STREET 1:** 225 S. LAKE AVENUE
- **STREET 2:** SUITE 600
- **CITY:** PASADENA
- **STATE:** CA
- **ZIP:** 91101
- **BUSINESS PHONE:** 6264405995

**MAIL ADDRESS:**
- **STREET 1:** 225 S. LAKE AVENUE
- **STREET 2:** SUITE 1075
- **CITY:** PASADENA
- **STATE:** CA
- **ZIP:** 91101-3005

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sterling Group Wealth Management LLC<br>**Address:** 225 S. LAKE AVENUE<br>SUITE 1075<br>PASADENA, CA 91101-3005

**Form 13F File Number:** 028-23132

**CRD Number (if applicable):** 000111782

**SEC File Number (if applicable):** 801-77006

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** GRETCHEN PRINCE<br>**Title:** FINANCIAL ADVISOR  PRINCIPAL<br>**Phone:** 626-440-9683

**Signature, Place, and Date of Signing:**

/s/GRETCHEN PRINCE  Pasadena, CA  01-27-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 51

**Form 13F Information Table Value Total:** $206597992

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 1045420 | 3340 | SH |  | SOLE |  | 0 | 0 | 3340 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 1391389 | 4434 | SH |  | SOLE |  | 0 | 0 | 4434 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1582271 | 6855 | SH |  | SOLE |  | 0 | 0 | 6855 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4731759 | 17405 | SH |  | SOLE |  | 0 | 0 | 17405 |
| ARES CAPITAL CORP | COM | 04010L103 | BBG001SL96Z9 | 758220 | 37480 | SH |  | SOLE |  | 0 | 0 | 37480 |
| AVERY DENNISON CORP | COM | 053611109 | BBG001S5NZM8 | 540002 | 2969 | SH |  | SOLE |  | 0 | 0 | 2969 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | BBG001S902J2 | 754800 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | BBG00NNWBWQ2 | 10849042 | 178409 | SH |  | SOLE |  | 0 | 0 | 178409 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 227868 | 1495 | SH |  | SOLE |  | 0 | 0 | 1495 |
| EDISON INTL | COM | 281020107 | BBG001S7MY75 | 421539 | 7023 | SH |  | SOLE |  | 0 | 0 | 7023 |
| FS KKR CAP CORP | COM | 302635206 | BBG001YCZQ07 | 701997 | 47400 | SH |  | SOLE |  | 0 | 0 | 47400 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 | BBG001SDTVQ0 | 20379967 | 271552 | SH |  | SOLE |  | 0 | 0 | 271552 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 489732 | 715 | SH |  | SOLE |  | 0 | 0 | 715 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 590044 | 5908 | SH |  | SOLE |  | 0 | 0 | 5908 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | BBG001S60KQ0 | 1186710 | 11302 | SH |  | SOLE |  | 0 | 0 | 11302 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 12610084 | 131314 | SH |  | SOLE |  | 0 | 0 | 131314 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | BBG0025X2G81 | 704788 | 7485 | SH |  | SOLE |  | 0 | 0 | 7485 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | BBG004FPV022 | 429031 | 1714 | SH |  | SOLE |  | 0 | 0 | 1714 |
| ISHARES TR | S 500 GRWT ETF | 464287309 | BBG001S561Q8 | 7643728 | 62013 | SH |  | SOLE |  | 0 | 0 | 62013 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 416859 | 2014 | SH |  | SOLE |  | 0 | 0 | 2014 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 1284560 | 3987 | SH |  | SOLE |  | 0 | 0 | 3987 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 317608 | 1317 | SH |  | SOLE |  | 0 | 0 | 1317 |
| LPL FINL HLDGS INC | COM | 50212V100 | BBG001T5GK39 | 2081230 | 5827 | SH |  | SOLE |  | 0 | 0 | 5827 |
| MARSH  MCLENNAN COS INC | COM | 571748102 | BBG001S5T7M4 | 241547 | 1302 | SH |  | SOLE |  | 0 | 0 | 1302 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 384861 | 583 | SH |  | SOLE |  | 0 | 0 | 583 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2460930 | 5089 | SH |  | SOLE |  | 0 | 0 | 5089 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 223178 | 2780 | SH |  | SOLE |  | 0 | 0 | 2780 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | BBG00FJ5GY57 | 271076 | 2772 | SH |  | SOLE |  | 0 | 0 | 2772 |
| NUVEEN CALIFORNIA MUNI VLU F | COM STK | 67062C107 | BBG001S5TJV8 | 483237 | 53993 | SH |  | SOLE |  | 0 | 0 | 53993 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 425794 | 2283 | SH |  | SOLE |  | 0 | 0 | 2283 |
| PACER FDS TR | INDUSTRIAL RELET | 69374H766 | BBG00KX8XWB2 | 388294 | 10586 | SH |  | SOLE |  | 0 | 0 | 10586 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 284786 | 1984 | SH |  | SOLE |  | 0 | 0 | 1984 |
| RBB FD INC | US TREAS 3 MNTH | 74933W452 | BBG01922X1R4 | 11396635 | 228481 | SH |  | SOLE |  | 0 | 0 | 228481 |
| RBB FD INC | US TRSRY 6 MNTH | 74933W460 | BBG01FRH4691 | 1753519 | 35021 | SH |  | SOLE |  | 0 | 0 | 35021 |
| ROLLINS INC | COM | 775711104 | BBG001S5VRG4 | 232337 | 3871 | SH |  | SOLE |  | 0 | 0 | 3871 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 754608 | 28769 | SH |  | SOLE |  | 0 | 0 | 28769 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 324796 | 2256 | SH |  | SOLE |  | 0 | 0 | 2256 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 | BBG001SRXRN6 | 5613747 | 156285 | SH |  | SOLE |  | 0 | 0 | 156285 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 272086 | 399 | SH |  | SOLE |  | 0 | 0 | 399 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | BBG001SG4284 | 5680467 | 99991 | SH |  | SOLE |  | 0 | 0 | 99991 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | BBG001SPTB87 | 82638520 | 1030149 | SH |  | SOLE |  | 0 | 0 | 1030149 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | BBG001S6S976 | 1080725 | 4957 | SH |  | SOLE |  | 0 | 0 | 4957 |
| VANECK ETF TRUST | BDC INCOME ETF | 92189F411 | BBG00440GL84 | 369517 | 26059 | SH |  | SOLE |  | 0 | 0 | 26059 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | BBG001TC6MG7 | 266078 | 1299 | SH |  | SOLE |  | 0 | 0 | 1299 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 313694 | 643 | SH |  | SOLE |  | 0 | 0 | 643 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 4043032 | 6447 | SH |  | SOLE |  | 0 | 0 | 6447 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 2731514 | 14302 | SH |  | SOLE |  | 0 | 0 | 14302 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 298801 | 4062 | SH |  | SOLE |  | 0 | 0 | 4062 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 11638020 | 186298 | SH |  | SOLE |  | 0 | 0 | 186298 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | BBG00M0P2VR5 | 410271 | 5728 | SH |  | SOLE |  | 0 | 0 | 5728 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 477274 | 1361 | SH |  | SOLE |  | 0 | 0 | 1361 |

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