Per Stirling Capital Management, LLC. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$890.8M

Holdings

300

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (300 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
93,992$64.4M7.23%
2
DGRWWISDOMTREE TR
334,375$29.9M3.36%
3
VEAVANGUARD TAX-MANAGED FDS
473,552$29.6M3.32%
4
IVWISHARES TR
212,673$26.2M2.94%
5
CGGRCAPITAL GROUP GROWTH ETF
539,673$24.0M2.69%
6
CGDGCAPITAL GROUP DIVIDEND VALUE
529,062$23.1M2.59%
7
IVEISHARES TR
106,401$22.6M2.53%
8
EVSDMORGAN STANLEY ETF TRUST
336,990$17.3M1.95%
9
JPSTJ P MORGAN EXCHANGE TRADED F
333,386$16.9M1.89%
10
JAAAJANUS DETROIT STR TR
329,031$16.6M1.87%
11
RFDIFIRST TR EXCH TRADED FD III
201,943$16.3M1.83%
12
AQLTISHARES TR
176,822$15.8M1.78%
13
FIIGFIRST TR EXCHANGE-TRADED FD
742,801$15.7M1.77%
14
FIXDFIRST TR EXCHNG TRADED FD VI
354,005$15.7M1.76%
15
RDVYFIRST TR EXCHANGE TRADED FD
220,373$15.3M1.72%
16
VOOVANGUARD INDEX FDS
21,805$13.7M1.54%
17
IJHISHARES TR
206,475$13.6M1.53%
18
JQUAJ P MORGAN EXCHANGE TRADED F
212,156$13.4M1.50%
19
QGROAMERICAN CENTY ETF TR
115,140$13.2M1.48%
20
FDVVFIDELITY COVINGTON TRUST
227,653$12.9M1.45%
21
SCHGSCHWAB STRATEGIC TR
391,383$12.8M1.43%
22
JMUBJ P MORGAN EXCHANGE TRADED F
250,037$12.6M1.42%
23
IDMOINVESCO EXCH TRADED FD TR II
226,187$12.6M1.41%
24
JCPBJ P MORGAN EXCHANGE TRADED F
249,098$11.8M1.32%
25
IVLUISHARES TR
296,357$11.3M1.27%
26
VTVVANGUARD INDEX FDS
54,017$10.3M1.16%
27
DJANFIRST TR EXCHNG TRADED FD VI
227,382$9.9M1.11%
28
NDQINVESCO QQQ TR
14,885$9.1M1.03%
29
IJRISHARES TR
71,167$8.6M0.96%
30
EVTRMORGAN STANLEY ETF TRUST
165,291$8.5M0.96%
31
LMBSFIRST TR EXCHANGE-TRADED FD
168,475$8.4M0.95%
32
AAPLAPPLE INC
30,225$8.2M0.92%
33
SCHVSCHWAB STRATEGIC TR
262,094$7.8M0.87%
34
KLMNINVESCO EXCH TRADED FD TR II
64,075$7.6M0.86%
35
AVDVAMERICAN CENTY ETF TR
78,858$7.4M0.83%
36
SCHDSCHWAB STRATEGIC TR
260,283$7.1M0.80%
37
XOMEXXON MOBIL CORP
58,018$7.0M0.78%
38
USMVISHARES TR
71,033$6.7M0.75%
39
FEZSPDR INDEX SHS FDS
103,149$6.6M0.75%
40
JMSTJ P MORGAN EXCHANGE TRADED F
128,944$6.6M0.74%
41
FBCGFIDELITY COVINGTON TRUST
119,594$6.6M0.74%
42
PVALPUTNAM ETF TRUST
143,149$6.5M0.73%
43
HEMIHARTFORD FDS EXCHANGE TRADED
154,950$6.1M0.68%
44
DOCTFIRST TR EXCHNG TRADED FD VI
133,894$5.9M0.67%
45
FLXRTCW ETF TRUST
144,062$5.7M0.64%
46
IAU*ISHARES GOLD TR
66,600$5.4M0.61%
47
FNXFIRST TR EXCHANGE-TRADED ALP
42,207$5.3M0.60%
48
SPYMSPDR SERIES TRUST
66,017$5.3M0.59%
49
EPSWISDOMTREE TR
71,654$5.1M0.57%
50
AMZNAMAZON COM INC
21,201$4.9M0.55%
51
LVHILEGG MASON ETF INVT
131,480$4.8M0.54%
52
VIGVANGUARD SPECIALIZED FUNDS
21,549$4.7M0.53%
53
KMIKINDER MORGAN INC DEL
169,314$4.7M0.52%
54
IGIBISHARES TR
79,383$4.3M0.48%
55
SPYSPDR S&P 500 ETF TR
6,134$4.2M0.47%
56
BSVVANGUARD BD INDEX FDS
51,999$4.1M0.46%
57
DFIVDIMENSIONAL ETF TRUST
80,069$4.0M0.45%
58
FSMBFIRST TR EXCH TRADED FD III
197,053$3.9M0.44%
59
COWZPACER FDS TR
64,657$3.9M0.44%
60
FYXFIRST TR EXCHANGE-TRADED ALP
33,255$3.8M0.42%
61
VTEBVANGUARD MUN BD FDS
73,013$3.7M0.41%
62
ICFISHARES TR
61,153$3.6M0.41%
63
GNOVFIRST TR EXCHNG TRADED FD VI
84,224$3.3M0.38%
64
FMBFIRST TR EXCH TRADED FD III
63,737$3.3M0.37%
65
DYNFBLACKROCK ETF TRUST
51,369$3.1M0.35%
66
XFEBFIRST TR EXCHNG TRADED FD VI
74,758$3.1M0.35%
67
MSFTMICROSOFT CORP
6,309$3.1M0.34%
68
COWGPACER FDS TR
82,485$2.9M0.33%
69
SCHFSCHWAB STRATEGIC TR
119,081$2.9M0.32%
70
VIGIVANGUARD WHITEHALL FDS
30,177$2.8M0.31%
71
AIRRFIRST TR EXCHANGE TRADED FD
23,240$2.3M0.26%
72
TBXPROSHARES TR
75,065$2.3M0.25%
73
MUBISHARES TR
21,096$2.3M0.25%
74
ABBVABBVIE INC
9,870$2.3M0.25%
75
GRNYTIDAL TRUST I
90,851$2.2M0.25%
76
BIVVANGUARD BD INDEX FDS
27,793$2.2M0.24%
77
GQ9SPDR GOLD TR
5,452$2.2M0.24%
78
RWMPROSHARES TR
130,497$2.1M0.24%
79
GOOGLALPHABET INC
6,796$2.1M0.24%
80
SHPROSHARES TR
58,985$2.1M0.24%
81
GMAYFIRST TR EXCHNG TRADED FD VI
49,436$2.0M0.23%
82
SUBISHARES TR
17,880$1.9M0.21%
83
SCHXSCHWAB STRATEGIC TR
69,569$1.9M0.21%
84
DELLDELL TECHNOLOGIES INC
14,849$1.9M0.21%
85
SCHASCHWAB STRATEGIC TR
65,419$1.9M0.21%
86
AVUVAMERICAN CENTY ETF TR
17,890$1.8M0.20%
87
XLVSELECT SECTOR SPDR TR
11,124$1.7M0.19%
88
PZAINVESCO EXCH TRADED FD TR II
72,329$1.7M0.19%
89
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,390$1.6M0.18%
90
JEPIJ P MORGAN EXCHANGE TRADED F
27,971$1.6M0.18%
91
AMDADVANCED MICRO DEVICES INC
7,303$1.6M0.18%
92
XSOEWISDOMTREE TR
40,048$1.6M0.18%
93
HDVISHARES TR
12,475$1.5M0.17%
94
GOOGALPHABET INC
4,751$1.5M0.17%
95
XLFSELECT SECTOR SPDR TR
27,169$1.5M0.17%
96
GAPRFIRST TR EXCHNG TRADED FD VI
36,748$1.5M0.16%
97
RSPINVESCO EXCHANGE TRADED FD T
7,570$1.4M0.16%
98
XLYSELECT SECTOR SPDR TR
11,908$1.4M0.16%
99
NVDANVIDIA CORPORATION
7,591$1.4M0.16%
100
ISTBISHARES TR
28,898$1.4M0.16%
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