Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Per Stirling Capital Management, LLC. (CIK 1689933) reported $905.1M across 305 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($48.2M, 5.33%), DGRW ($28.8M, 3.19%), VEA ($28.1M, 3.10%), IVW ($24.0M, 2.65%), IVE ($22.3M, 2.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $48.2M | 5.33% | 73,858 | Trimmed |
| 2 | DGRW | WISDOMTREE TR | $28.8M | 3.19% | 328,365 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $28.1M | 3.10% | 438,386 | Trimmed |
| 4 | IVW | ISHARES TR | $24.0M | 2.65% | 212,300 | Trimmed |
| 5 | IVE | ISHARES TR | $22.3M | 2.46% | 105,494 | Trimmed |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.9M | 2.42% | 515,131 | Trimmed |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $18.3M | 2.02% | 361,601 | Added |
| 8 | FIXD | FIRST TR EXCHNG TRADED FD VI | $18.3M | 2.02% | 419,909 | Added |
| 9 | FIIG | FIRST TR EXCHANGE-TRADED FD | $18.3M | 2.02% | 880,325 | Added |
| 10 | EVSD | MORGAN STANLEY ETF TRUST | $17.3M | 1.91% | 339,034 | Added |
| 11 | JAAA | JANUS DETROIT STR TR | $15.7M | 1.73% | 311,621 | Trimmed |
| 12 | IEFA | ISHARES TR | $15.6M | 1.72% | 172,281 | Trimmed |
| 13 | RFDI | FIRST TR EXCH TRADED FD III | $15.1M | 1.67% | 184,196 | Trimmed |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | $14.8M | 1.64% | 217,203 | Trimmed |
| 15 | JMUB | J P MORGAN EXCHANGE TRADED F | $14.4M | 1.59% | 288,195 | Added |
| 16 | CGMS | CAPITAL GRP FIXED INCM ETF T | $13.9M | 1.54% | 510,734 | Added |
| 17 | SCHD | SCHWAB STRATEGIC TR | $13.0M | 1.43% | 422,174 | Added |
| 18 | JQUA | J P MORGAN EXCHANGE TRADED F | $12.9M | 1.43% | 210,850 | Trimmed |
| 19 | CGGR | CAPITAL GROUP GROWTH ETF | $12.7M | 1.40% | 315,740 | Trimmed |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $12.3M | 1.36% | 63,906 | Added |
| 21 | FDVV | FIDELITY COVINGTON TRUST | $12.1M | 1.34% | 219,636 | Trimmed |
| 22 | SCHG | SCHWAB STRATEGIC TR | $11.7M | 1.29% | 401,672 | Added |
| 23 | LMBS | FIRST TR EXCHANGE-TRADED FD | $11.7M | 1.29% | 234,889 | Added |
| 24 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.5M | 1.28% | 245,262 | Trimmed |
| 25 | IDMO | INVESCO EXCH TRADED FD TR II | $11.0M | 1.21% | 199,848 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31