Per Stirling Capital Management, LLC.: 13F holdings
CIK 16899332026Q2
| Positions | 332 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 332 (+24 vs prior quarter) |
|---|
| Reported value | $1.1bn (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 72,314 | $54.2m | 5.1% |
| DGRW WISDOMTREE TR | 328,739 | $31.4m | 3.0% |
| VEA VANGUARD TAX-MANAGED FDS | 421,536 | $30.0m | 2.9% |
| IWF ISHARES TR | 210,459 | $28.9m | 2.7% |
| EVSD MORGAN STANLEY ETF TRUST | 542,407 | $27.6m | 2.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 535,659 | $26.4m | 2.5% |
| IVE ISHARES TR | 103,240 | $23.4m | 2.2% |
| CGGR CAPITAL GROUP GROWTH ETF | 399,468 | $18.9m | 1.8% |
| FIXD FIRST TR EXCHNG TRADED FD VI | 421,122 | $18.4m | 1.7% |
| FIIG FIRST TR EXCHANGE-TRADED FD | 883,962 | $18.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1689933")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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