Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Per Stirling Capital Management, LLC. (CIK 1689933) reported $1.05B across 332 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($54.2M, 5.14%), DGRW ($31.4M, 2.98%), VEA ($30.0M, 2.85%), IVW ($28.9M, 2.75%), EVSD ($27.6M, 2.62%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$54.2M5.14%72,314Trimmed
2DGRWWISDOMTREE TR$31.4M2.98%328,739Added
3VEAVANGUARD TAX-MANAGED FDS$30.0M2.85%421,536Trimmed
4IVWISHARES TR$28.9M2.75%210,459Trimmed
5EVSDMORGAN STANLEY ETF TRUST$27.6M2.62%542,407Added
6CGDVCAPITAL GROUP DIVIDEND VALUE$26.4M2.51%535,659Added
7IVEISHARES TR$23.4M2.23%103,240Trimmed
8CGGRCAPITAL GROUP GROWTH ETF$18.9M1.79%399,468Added
9FIXDFIRST TR EXCHNG TRADED FD VI$18.4M1.74%421,122Added
10FIIGFIRST TR EXCHANGE-TRADED FD$18.3M1.74%883,962Added
11RDVYFIRST TR EXCHANGE TRADED FD$17.5M1.66%215,875Trimmed
12IEFAISHARES TR$16.8M1.59%173,752Added
13JAAAJANUS DETROIT STR TR$16.5M1.57%327,763Added
14CGMSCAPITAL GRP FIXED INCM ETF T$16.4M1.56%599,845Added
15RFDIFIRST TR EXCH TRADED FD III$16.2M1.54%186,554Added
16VOOVANGUARD INDEX FDS$15.6M1.48%22,660Added
17JQUAJ P MORGAN EXCHANGE TRADED F$15.3M1.45%211,334Added
18JMUBJ P MORGAN EXCHANGE TRADED F$14.6M1.39%288,087Trimmed
19SCHDSCHWAB STRATEGIC TR$14.3M1.36%452,483Added
20SCHGSCHWAB STRATEGIC TR$14.3M1.36%422,899Added
21RSPINVESCO EXCHANGE TRADED FD T$13.8M1.31%64,996Added
22JPLDJ P MORGAN EXCHANGE TRADED F$13.7M1.30%263,352New
23FDVVFIDELITY COVINGTON TRUST$13.3M1.26%219,942Added
24LMBSFIRST TR EXCHANGE-TRADED FD$13.0M1.24%261,396Added
25JCPBJ P MORGAN EXCHANGE TRADED F$12.5M1.19%266,337Added

Source: SEC Form 13F filings · as of 2026-06-30