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 World Fd (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 World Fd	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 Index Fds	2.1%	2.5%	11,749	-8.7%	$2.9M
CWBSpdr Series Trust	2.0%	2.0%	25,130	-0.2%	$2.7M
VGITVanguard Scottsdale Fds	1.8%	2.2%	40,586	-2.2%	$2.4M
DFACDimensional ETF Trust	1.7%	1.9%	51,334	-8.0%	$2.3M
AAPLApple Inc	1.6%	1.5%	7,357	+6.3%	$2.1M
IVVIshares Tr	1.5%	1.2%	2,671	+26.9%	$2.0M
ZECPZacks Trust	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
JEPIJ P Morgan Exchange Traded F	1.2%	1.4%	28,174	-0.4%	$1.6M
NVDANvidia Corporation	1.1%	1.1%	7,455	+2.1%	$1.5M
BILSpdr Series Trust	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
SPYState Str Spdr S&p 500 ETF T	0.9%	0.9%	1,583	-1.1%	$1.2M
VEAVanguard Ftse Developed Markets Index Fu	0.9%	1.0%	16,415	-11.3%	$1.2M
IXUSIshares Tr	0.8%	0.9%	11,787	+0.1%	$1.1M
MOAltria Group Inc	0.8%	0.7%	14,704	+29.0%	$1.1M
IUSBIshares Tr	0.7%	0.8%	21,209	+3.8%	$980K
MUBIshares Tr	0.7%	0.8%	8,759	+3.9%	$943K
VOEVanguard Index Fds	0.7%	0.5%	4,767	+42.7%	$942K
VTEBVanguard Mun Bd Fds	0.7%	0.8%	18,156	-0.7%	$918K
KBESpdr Series Trust	0.7%	0.7%	13,003	-0.6%	$887K
DFICDimensional ETF Trust	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 Trust	0.6%	0.6%	18,257	-1.3%	$815K
GLDSpdr Gold Tr	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 Short-Duration Fixed Income	0.6%	0.6%	16,001	+7.7%	$764K
DCORDimensional US Core Equity 1 ETF	0.6%	0.6%	9,124	-3.2%	$748K
MINTPimco Enhanced Short Maturity Active Exc	0.6%	0.9%	7,411	-27.8%	$747K
AMZNAmazon Com Inc	0.6%	0.6%	3,119	+1.8%	$743K
DYNFBlackrock ETF Trust	0.5%	0.5%	10,784	+2.6%	$733K
EXPDExpeditors Intl Wash Inc	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
JEPQJ P Morgan Exchange Traded F	0.5%	—	11,087	—	$681K
PRUPrudential Finl Inc	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.

Added to

VOE Vanguard Index Fds+42.7% shares
VUSB Vanguard Bd Index Fds+39.3% shares
MO Altria Group Inc+29.0% shares
IVV Ishares Tr+26.9% shares
GOOG Alphabet Inc+20.7% shares
AGG Ishares Tr+16.7% shares
TSLY Tidal Trust II+13.1% shares
QUIZ Zacks Trust+10.8% shares

Reduced

BIL Spdr Series Trust-30.6% shares
MINT Pimco Enhanced Short Maturity Active Exc-27.8% shares
GLD Spdr Gold Tr-21.7% shares
DFIC Dimensional ETF Trust-12.3% shares
VEA Vanguard Ftse Developed Markets Index Fu-11.3% shares
VTI Vanguard Index Fds-9.8% shares
VBR Vanguard Index Fds-8.7% shares
DFAC Dimensional ETF Trust-8.0% shares

Left the top 50

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 World Fd (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 Tr (SGOV), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Microsoft Corp (MSFT), cut from its top 50 Im Global Partner Funds (DBMF), cut from its top 50 Ishares Tr (HYG), Spdr Series Trust (BIL) (-30.6% shares), Pimco Enhanced Short Maturity Active Exc (MINT) (-27.8% shares) and Spdr Gold Tr (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.