Per Stirling Capital Management, LLC. — 13F holdings

Per Stirling Capital Management, LLC. reported 338 holdings worth $1.05B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. IVV ISHARES TR — $54.2M (5.1%)
  2. DGRW WISDOMTREE TR — $31.4M (3.0%)
  3. VEA VANGUARD TAX-MANAGED FDS — $30.0M (2.9%)
  4. IVW ISHARES TR — $28.9M (2.7%)
  5. EVSD MORGAN STANLEY ETF TRUST — $27.6M (2.6%)
  6. CGDV CAPITAL GROUP DIVIDEND VALUE — $26.4M (2.5%)
  7. IVE ISHARES TR — $23.4M (2.2%)
  8. CGGR CAPITAL GROUP GROWTH ETF — $18.9M (1.8%)
  9. FIXD FIRST TR EXCHNG TRADED FD VI — $18.4M (1.7%)
  10. FIIG FIRST TR EXCHANGE-TRADED FD — $18.3M (1.7%)