Sterling Group Wealth Management, LLC

Position in ARCC — Ares Capital Corp

CIK 1852307 PASADENA, CA

Position in ARCC

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$187,606

-$570,614 QoQ

Shares Held

10,411

-72.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Sterling Group Wealth Management, LLC holds $1,476,688 across 3 Asset Management names. ARCC ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSK	FS KKR Capital Corp	76,879	$782,628
2	NCA	Nuveen California Municipal Value Fund	53,993	$506,454
3	ARCC	Ares Capital Corp This page	10,411	$187,606

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.