Q2 2026 13F · SEC CIK 1829271

Stirlingshire Investments, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $134.9M
Reported positions: 221
Holdings vs S&P 500, 3 yrs: —
Assets under management: $244.6M

Stirlingshire Investments, Inc. is a wealth manager that reported 221 positions worth $134.9M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Janus Detroit Str Tr (JAAA, 3.5%), Vanguard Scottsdale Fds (VCSH, 3.2%), Vanguard Mega Cap Value ETF Total (MGV, 2.8%).

Stirlingshire Investments, Inc. holdings largest 50 of 221 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stirlingshire Investments, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
JAAAJanus Detroit Str Tr	3.5%	3.7%	93,437	+10.6%	$4.7M
VCSHVanguard Scottsdale Fds	3.2%	3.8%	54,228	+0.0%	$4.3M
MGVVanguard Mega Cap Value ETF Total	2.8%	3.0%	23,452	+0.7%	$3.8M
VUSBVanguard Bd Index Fds	2.7%	2.3%	74,283	+39.3%	$3.7M
VTIVanguard Index Fds	2.1%	2.4%	7,779	-9.8%	$2.9M
VBRVanguard Small Cap Value ETF	2.1%	2.5%	11,749	-8.7%	$2.9M
CWBSpdr Series Trust	2.0%	2.0%	25,130	-0.2%	$2.7M
VGITVanguard Intermediate Treasury ETF	1.8%	2.2%	40,586	-2.2%	$2.4M
DFACDimensional U.s. Core Equity 2	1.7%	1.9%	51,334	-8.0%	$2.3M
AAPLApple Inc	1.6%	1.5%	7,357	+6.3%	$2.1M
IVVIshares Core S&p 500 ETF	1.5%	1.2%	2,671	+26.9%	$2.0M
ZECPZacks Earnings Consistent Portfolio ETF	1.4%	1.5%	49,507	+0.3%	$1.9M
QQQYTidal Trust II	1.3%	1.3%	72,658	-1.9%	$1.7M
SPLGSpdr Series Trust	1.2%	1.3%	18,988	-1.8%	$1.7M
AGGIshares Tr	1.2%	1.2%	16,308	+16.7%	$1.6M
JEPIJpmorgan Equity Premium Income ETF	1.2%	1.4%	28,174	-0.4%	$1.6M
NVDANvidia Corporation Com	1.1%	1.1%	7,455	+2.1%	$1.5M
BILSPDR Brcy1-3 Ser	1.1%	1.8%	15,740	-30.6%	$1.4M
GOOGAlphabet Inc	0.9%	0.7%	3,585	+20.7%	$1.3M
WDTEDefiance	0.9%	1.0%	42,004	+0.5%	$1.3M
NVDYTidal Trust II	0.9%	1.1%	97,849	+3.9%	$1.2M
SPYSpdr S&p 500 ETF Tr	0.9%	0.9%	1,583	-1.1%	$1.2M
VEAVanguard Tax-Managed Fds	0.9%	1.0%	16,415	-11.3%	$1.2M
IXUSIshares Core Msci Total International St	0.8%	0.9%	11,787	+0.1%	$1.1M
MOAltria Group Inc	0.8%	0.7%	14,704	+29.0%	$1.1M
IUSBIshares Core Universal Usd Bond ETF	0.7%	0.8%	21,209	+3.8%	$980K
MUBIshares National Muni Bond ETF	0.7%	0.8%	8,759	+3.9%	$943K
VOEVanguard Index Fds	0.7%	0.5%	4,767	+42.7%	$942K
VTEBVanguard Tx Ex Bd	0.7%	0.8%	18,156	-0.7%	$918K
KBESpdr Series Trust	0.7%	0.7%	13,003	-0.6%	$887K
DFICDfa Dimensional Intl Core Equit	0.6%	0.8%	23,170	-12.3%	$863K
QUIZZacks Trust	0.6%	0.6%	29,507	+10.8%	$862K
AMATApplied Matls Inc	0.6%	—	1,132	—	$818K
SMIZZacks Small/mid Cap ETF	0.6%	0.6%	18,257	-1.3%	$815K
GLDSpdr Gold Shares	0.6%	1.1%	2,191	-21.7%	$807K
MNSTMonster Beverage Corp New	0.6%	—	8,388	—	$806K
AMZYTidal Trust II	0.6%	0.7%	74,763	+7.8%	$798K
KLACKla Corp	0.6%	—	2,624	—	$792K
DFSDDimensional ETF Trust	0.6%	0.6%	16,001	+7.7%	$764K
DCORDimensional ETF Trust	0.6%	0.6%	9,124	-3.2%	$748K
MINTPimco ETF Tr	0.6%	0.9%	7,411	-27.8%	$747K
AMZNAmazon Com Inc Com	0.6%	0.6%	3,119	+1.8%	$743K
DYNFIshares U.s. Equity Factor Rotation Acti	0.5%	0.5%	10,784	+2.6%	$733K
EXPDExpeditors International of Wa	0.5%	—	4,493	—	$732K
STXSeagate Technology Hldngs Pl	0.5%	—	755	—	$729K
LRCXLam Research Corp	0.5%	—	1,669	—	$723K
PLTYTidal Trust II	0.5%	0.8%	24,184	+8.2%	$686K
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.5%	—	11,087	—	$681K
PRUPrudential Finl Inc Com	0.5%	—	6,252	—	$675K
TSLYTidal Trust II	0.5%	0.5%	23,364	+13.1%	$667K

What Stirlingshire Investments, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$134.9M	221
Q1 2026	$114.0M	196
Q4 2025	$112.7M	186

Questions about Stirlingshire Investments, Inc.'s portfolio

What stocks does Stirlingshire Investments, Inc. own?

Stirlingshire Investments, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 221 positions worth $134.9M. The largest are Janus Detroit Str Tr (JAAA) at 3.5%, Vanguard Scottsdale Fds (VCSH) at 3.2%, Vanguard Mega Cap Value ETF Total (MGV) at 2.8%, Vanguard Bd Index Fds (VUSB) at 2.7% and Vanguard Index Fds (VTI) at 2.1%.

What did Stirlingshire Investments, Inc. buy last quarter?

In Q2 2026, Stirlingshire Investments, Inc. added Vanguard Index Fds (VOE) (+42.7% shares), Vanguard Bd Index Fds (VUSB) (+39.3% shares) and Altria Group Inc (MO) (+29.0% shares), compared with its Q1 2026 filing.

What did Stirlingshire Investments, Inc. sell last quarter?

In Q2 2026, Stirlingshire Investments, Inc. cut from its top 50 iShares 0-3 Month Treasury Bon (SGOV), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Microsoft Corp (MSFT), cut from its top 50 Litman Gregory Fds Tr (DBMF), cut from its top 50 Ishares Trust (HYG), SPDR Brcy1-3 Ser (BIL) (-30.6% shares), Pimco ETF Tr (MINT) (-27.8% shares) and Spdr Gold Shares (GLD) (-21.7% shares), compared with its Q1 2026 filing.

When is Stirlingshire Investments, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Stirlingshire Investments, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stirlingshire Investments, Inc. manage?

Stirlingshire Investments, Inc. reported $244.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $134.9M.