Sterling Group Wealth Management, LLC

Position in ARCC — Ares Capital Corp

CIK 1852307 PASADENA, CA

Position in ARCC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$286,529

+$98,923 QoQ

Shares Held

15,463

+48.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#517

of 783 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sterling Group Wealth Management, LLC holds $1,425,081 across 3 Asset Management names. ARCC ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSK	FS KKR Capital Corp	60,457	$634,798
2	NCA	Nuveen California Municipal Value Fund	53,993	$503,754
3	ARCC	Ares Capital Corp This page	15,463	$286,529

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,529	15,463	+48.5%	Shares	Sole	2026-08-03
2026-03-31	$187,606	10,411	-72.2%	Shares	Sole	2026-05-04
2025-12-31	$758,220	37,480	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.