Notify me when Per Stirling Capital Management, LLC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 300 | $890,774,277 | +$76,417,426 | -$34,158,553 | +$42,258,873 | IVV, DGRW, VEA, IVW, CGGR | 13F-HR | 17 Feb 2026, 11:01 |
| Q3 2025 | 281 | $836,240,851 | +$118,266,127 | -$90,946,941 | +$27,319,186 | IVV, DGRW, VEA, IVW, CGGR | 13F-HR | 12 Nov 2025, 16:03 |
| Q2 2025 | 274 | $766,042,555 | +$108,894,474 | -$83,560,971 | +$25,333,503 | IVV, DGRW, VEA, IVW, IVE | 13F-HR | 13 Aug 2025, 16:25 |
| Q1 2025 | 257 | $695,332,999 | +$117,439,621 | -$110,337,417 | +$7,102,204 | IVV, DGRW, IVE, VEA, IVW | 13F-HR | 14 May 2025, 16:51 |
| Q4 2024 | 256 | $704,786,042 | +$80,520,860 | -$69,033,660 | +$11,487,200 | IVV, IVW, DGRW, IVE, IJH | 13F-HR | 13 Feb 2025, 16:03 |
| Q3 2024 | 258 | $720,740,133 | +$124,831,437 | -$57,335,223 | +$67,496,214 | IVV, IVE, DGRW, IVW, IJH | 13F-HR | 13 Nov 2024, 13:37 |
| Q2 2024 | 238 | $620,909,821 | +$73,761,938 | -$58,449,728 | +$15,312,210 | IVV, IVW, DGRW, IVE, IJH | 13F-HR | 13 Aug 2024, 17:41 |
| Q1 2024 | 223 | $599,174,236 | +$63,803,432 | -$33,593,871 | +$30,209,561 | IVV, DGRW, IVW, IVE, IJH | 13F-HR | 14 May 2024, 15:27 |
| Q4 2023 | 209 | $545,079,689 | +$59,983,915 | -$41,891,812 | +$18,092,103 | IVV, IVE, DGRW, IVW, IJH | 13F-HR | 13 Feb 2024, 14:47 |
| Q3 2023 | 195 | $481,550,207 | +$24,953,400 | -$17,848,731 | +$7,104,669 | IVV, DGRW, IVE, IVW, IJH | 13F-HR | 14 Nov 2023, 17:09 |
| Q2 2023 | 194 | $491,145,413 | +$86,474,358 | -$82,305,280 | +$4,169,078 | IVV, DGRW, IVE, IVW, IJH | 13F-HR | 11 Aug 2023, 13:27 |
| Q1 2023 | 177 | $463,721,071 | +$50,487,670 | -$157,774,189 | -$107,286,519 | IVV, DGRW, IVE, IVW, COWZ | 13F-HR | 12 May 2023, 17:43 |
| Q4 2022 | 209 | $549,431,596 | $0 | $0 | $0 | IVV, SCHD, IVE, DGRW, SPTM | 13F-HR | 14 Feb 2023, 16:06 |