Stirlingshire Investments, Inc.
222 holdingsFiling period: 2026-06-30Current AUM: $128.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Detroit Str TR | 93.4K | $4.7M | $4.7M | 3.68% | +8.9K | 2026-06-30 |
| 2 | VCSH | Vanguard Scottsdale Fds | 54.2K | $4.3M | $4.2M | 3.28% | +16 | 2026-06-30 |
| 3 | MGV | Vanguard World FD | 23.5K | $3.8M | $3.9M | 3.01% | +159 | 2026-06-30 |
| 4 | VUSB | Vanguard BD Index Fds | 74.3K | $3.7M | $3.7M | 2.86% | +20.9K | 2026-06-30 |
| 5 | VTI | Vanguard Index Fds | 7.8K | $2.9M | $2.8M | 2.19% | -848 | 2026-06-30 |
| 6 | VBR | Vanguard Index Fds | 11.7K | $2.9M | $2.8M | 2.21% | -1,126 | 2026-06-30 |
| 7 | CWB | Spdr Series Trust | 25.1K | $2.7M | $2.3M | 1.78% | -49 | 2026-06-30 |
| 8 | VGIT | Vanguard Scottsdale Fds | 40.6K | $2.4M | $2.3M | 1.82% | -914 | 2026-06-30 |
| 9 | DFAC | Dimensional ETF Trust | 51.3K | $2.3M | $2.2M | 1.75% | -4,464 | 2026-06-30 |
| 10 | AAPL | Apple Inc | 7.4K | $2.1M | $2.5M | 1.96% | +437 | 2026-06-30 |
| 11 | IVV | iShares TR | 2.7K | $2.0M | $2.0M | 1.53% | +567 | 2026-06-30 |
| 12 | ZECP | Zacks Trust | 49.5K | $1.9M | $1.9M | 1.45% | +167 | 2026-06-30 |
| 13 | QQQY | Tidal Trust II | 72.7K | $1.7M | $1.4M | 1.09% | -1,422 | 2026-06-30 |
| 14 | SPYM | Spdr Series Trust | 19.0K | $1.7M | $1.6M | 1.28% | -341 | 2026-06-30 |
| 15 | AGG | iShares TR | 16.3K | $1.6M | $1.6M | 1.22% | +2.3K | 2026-06-30 |
| 16 | JEPI | J P Morgan Exchange Traded F | 28.2K | $1.6M | $1.6M | 1.23% | -108 | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 7.5K | $1.5M | $1.4M | 1.08% | +151 | 2026-06-30 |
| 18 | BIL | Spdr Series Trust | 15.7K | $1.4M | $1.4M | 1.12% | -6,950 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 3.6K | $1.3M | $1.0M | 0.79% | +616 | 2026-06-30 |
| 20 | WDTE | Tidal Trust II | 42.0K | $1.3M | $1.1M | 0.87% | +217 | 2026-06-30 |
| 21 | NVDY | Tidal Trust II | 97.8K | $1.2M | $1000K | 0.78% | +3.6K | 2026-06-30 |
| 22 | SPY | State Str Spdr S&P 500 ETF T | 1.6K | $1.2M | $1.2M | 0.91% | -17 | 2026-06-30 |
| 23 | VEA | Vanguard Tax-Managed Fds | 16.4K | $1.2M | $1.1M | 0.87% | -2,100 | 2026-06-30 |
| 24 | IXUS | iShares TR | 11.8K | $1.1M | $1.1M | 0.83% | +8 | 2026-06-30 |
| 25 | MO | Altria Group Inc | 14.7K | $1.1M | $1.1M | 0.88% | +3.3K | 2026-06-30 |
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