SEC Form 13F

Per Stirling Capital Management, LLC. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,053,312,817
Positions334

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$54,155,16572,314
WISDOMTREE TRDGRWUS QTLY DIV GRT$31,434,058328,739
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$30,034,435421,536
ISHARES TRIVWS&P 500 GRWT ETF$28,944,370210,459
MORGAN STANLEY ETF TRUSTEVSDEATO VA DURA ETF$27,584,097542,407
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$26,397,298535,659
ISHARES TRIVES&P 500 VAL ETF$23,441,722103,240
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$18,854,908399,468
FIRST TR EXCHNG TRADED FD VIFIXDSMITH OPPORT FXD$18,365,126421,122
FIRST TR EXCHANGE-TRADED FDFIIGINTER GRADE ETF$18,306,860883,962

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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