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Per Stirling Capital Management, LLC.

Q2 2026 13F filing

Updated 27 days ago

338 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
338
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$54.2M
Shares
72.3K
% Port
5.14%
B

WISDOMTREE TR

Value
$31.4M
Shares
328.7K
% Port
2.98%
V

VANGUARD TAX-MANAGED FDS

Value
$30M
Shares
421.5K
% Port
2.85%
E

ISHARES TR

Value
$28.9M
Shares
210.5K
% Port
2.75%
E
5.EXG

MORGAN STANLEY ETF TRUST

Value
$27.6M
Shares
542.4K
% Port
2.62%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$26.4M
Shares
535.7K
% Port
2.51%
E

ISHARES TR

Value
$23.4M
Shares
103.2K
% Port
2.23%
C

CAPITAL GROUP GROWTH ETF

Value
$18.9M
Shares
399.5K
% Port
1.79%
F
9.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$18.4M
Shares
421.1K
% Port
1.74%
?
10.N/A

FIRST TR EXCHANGE-TRADED FD

Value
$18.3M
Shares
884.0K
% Port
1.74%
F
11.FPF

FIRST TR EXCHANGE TRADED FD

Value
$17.5M
Shares
215.9K
% Port
1.66%
E
12.ETHA

ISHARES TR

Value
$16.8M
Shares
173.8K
% Port
1.59%
N
13.NOC

JANUS DETROIT STR TR

Value
$16.5M
Shares
327.8K
% Port
1.57%
C

CAPITAL GRP FIXED INCM ETF T

Value
$16.4M
Shares
599.8K
% Port
1.56%
F
15.FPF

FIRST TR EXCH TRADED FD III

Value
$16.2M
Shares
186.6K
% Port
1.54%
V
16.VGES

VANGUARD INDEX FDS

Value
$15.6M
Shares
22.7K
% Port
1.48%
J

J P MORGAN EXCHANGE TRADED F

Value
$15.3M
Shares
211.3K
% Port
1.45%
J

J P MORGAN EXCHANGE TRADED F

Value
$14.6M
Shares
288.1K
% Port
1.39%
S

SCHWAB STRATEGIC TR

Value
$14.3M
Shares
452.5K
% Port
1.36%
S

SCHWAB STRATEGIC TR

Value
$14.3M
Shares
422.9K
% Port
1.36%
I
21.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$13.8M
Shares
65.0K
% Port
1.31%
J

J P MORGAN EXCHANGE TRADED F

Value
$13.7M
Shares
263.4K
% Port
1.30%
F
23.FIS

FIDELITY COVINGTON TRUST

Value
$13.3M
Shares
219.9K
% Port
1.26%
F
24.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$13M
Shares
261.4K
% Port
1.24%
J

J P MORGAN EXCHANGE TRADED F

Value
$12.5M
Shares
266.3K
% Port
1.19%
?
26.N/A

INVESCO EXCH TRADED FD TR II

Value
$12M
Shares
198.7K
% Port
1.14%
V
27.VGES

VANGUARD INDEX FDS

Value
$11.6M
Shares
53.1K
% Port
1.10%
F
28.FPF

FIRST TR EXCHANGE-TRADED ALP

Value
$11.6M
Shares
79.0K
% Port
1.10%
?
29.N/A

J P MORGAN EXCHANGE TRADED F

Value
$11.5M
Shares
215.2K
% Port
1.09%
Q
30.QQQ

INVESCO QQQ TR

Value
$10.7M
Shares
14.5K
% Port
1.01%
C

CAPITAL GROUP CORE EQUITY ET

Value
$10.5M
Shares
236.0K
% Port
1.00%
J

J P MORGAN EXCHANGE TRADED F

Value
$10.3M
Shares
204.3K
% Port
0.98%
E
33.ETHA

ISHARES TR

Value
$10.3M
Shares
245.6K
% Port
0.97%
F
34.FPF

FIRST TR EXCHANGE-TRADED ALP

Value
$9.6M
Shares
66.7K
% Port
0.91%
C

CAPITAL GRP FIXED INCM ETF T

Value
$9.5M
Shares
345.6K
% Port
0.90%
S

SCHWAB STRATEGIC TR

Value
$9.3M
Shares
268.0K
% Port
0.89%
A
37.AAPL

APPLE INC

Value
$9.2M
Shares
31.7K
% Port
0.87%
E
38.ETHA

ISHARES TR

Value
$9M
Shares
116.1K
% Port
0.85%
I
39.IVZ

INVESCO EXCH TRADED FD TR II

Value
$8.2M
Shares
51.0K
% Port
0.78%
?
40.N/A

AMERICAN CENTY ETF TR

Value
$8M
Shares
77.6K
% Port
0.76%
?
41.N/A

HARTFORD FDS EXCHANGE TRADED

Value
$7.9M
Shares
202.8K
% Port
0.75%
X
42.XOM

EXXON MOBIL CORP

Value
$7.9M
Shares
57.8K
% Port
0.75%
P
43.PPT

PUTNAM ETF TRUST

Value
$7.7M
Shares
151.7K
% Port
0.73%
F
44.FPF

FIRST TR EXCHANGE TRADED FD

Value
$7.5M
Shares
55.9K
% Port
0.71%
J

J P MORGAN EXCHANGE TRADED F

Value
$7.3M
Shares
143.2K
% Port
0.69%
F
46.FAST

FIDELITY COVINGTON TRUST

Value
$7.3M
Shares
117.2K
% Port
0.69%
B
47.BEN

LEGG MASON ETF INVT

Value
$7M
Shares
172.5K
% Port
0.66%
F
48.FIS

FIDELITY COVINGTON TRUST

Value
$6.9M
Shares
142.6K
% Port
0.65%
C
49.CPT

CAMBRIA ETF TR

Value
$6.7M
Shares
186.0K
% Port
0.64%
?
50.N/A

FIRST TR EXCHNG TRADED FD VI

Value
$6.7M
Shares
143.1K
% Port
0.63%