Stirlingshire Investments, Inc.

Est. AUM

$114.0M

13F long equity, this entity only

Positions

196

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.3M	54212	3.77%	SOLE
2	JANUS DETROIT STR TR	HENDRSON AAA CL	$4.3M	84488	3.75%	SOLE
3	VANGUARD WORLD FD	MEGA CAP VAL ETF	$3.4M	23293	2.96%	SOLE
4	VANGUARD INDEX FDS	SM CP VAL ETF	$2.8M	12875	2.45%	SOLE
5	VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	8627	2.43%	SOLE
6	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.7M	53339	2.33%	SOLE
7	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.5M	41500	2.17%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	25179	2.02%	SOLE
9	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.2M	55798	1.90%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	22690	1.82%	SOLE
11	APPLE INC	COM	$1.8M	6920	1.54%	SOLE
12	ZACKS TRUST	EARNGS CONSTANT	$1.7M	49340	1.46%	SOLE
13	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.6M	28282	1.41%	SOLE
14	TIDAL TRUST II	DEFIANCE NASDAQ	$1.5M	74080	1.34%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	19329	1.30%	SOLE
16	ISHARES TR	CORE US AGGBD ET	$1.4M	13973	1.22%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$1.4M	2104	1.21%	SOLE
18	NVIDIA CORPORATION	COM	$1.3M	7304	1.12%	SOLE
19	TIDAL TRUST II	YIELDMAX NVDA	$1.2M	94200	1.07%	SOLE
20	SPDR GOLD TR	GOLD SHS	$1.2M	2799	1.06%	SOLE
21	TIDAL TRUST II	DEFIANCE S&P 500	$1.2M	41787	1.04%	SOLE
22	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	18515	1.04%	SOLE
23	ISHARES TR	0-3 MNTH TREASRY	$1.1M	10634	0.94%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.0M	1600	0.91%	SOLE
25	PIMCO ETF TR	ENHAN SHRT MA AC	$1.0M	10263	0.90%	SOLE
26	ISHARES TR	CORE MSCI TOTAL	$1.0M	11779	0.90%	SOLE
27	ISHARES TR	CORE UNIVRSL USD	$945K	20437	0.83%	SOLE
28	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$938K	26406	0.82%	SOLE
29	VANGUARD MUN BD FDS	TAX EXEMPT BD	$912K	18287	0.80%	SOLE
30	ISHARES TR	NATIONAL MUN ETF	$895K	8429	0.78%	SOLE
31	TIDAL TRUST II	YIELDMAX PLTR OP	$863K	22345	0.76%	SOLE
32	ALPHABET INC	CAP STK CL C	$852K	2969	0.75%	SOLE
33	ISHARES TR	EAFE VALUE ETF	$805K	10830	0.71%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$779K	13080	0.68%	SOLE
35	TIDAL TRUST II	YIELDMAX AMZN OP	$765K	69378	0.67%	SOLE
36	ALTRIA GROUP INC	COM	$764K	11400	0.67%	SOLE
37	ZACKS TRUST	QUALITY INTERNAT	$718K	26620	0.63%	SOLE
38	DIMENSIONAL ETF TRUST	SHORT DURATION F	$711K	14860	0.62%	SOLE
39	ZACKS TRUST	SMALL/MID CAP	$685K	18490	0.60%	SOLE
40	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$679K	9424	0.60%	SOLE
41	MICROSOFT CORP	COM	$657K	1775	0.58%	SOLE
42	AMAZON COM INC	COM	$638K	3064	0.56%	SOLE
43	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$636K	21091	0.56%	SOLE
44	ISHARES TR	IBOXX HI YD ETF	$629K	7906	0.55%	SOLE
45	TIDAL TRUST II	YIELDMAX TSLA OP	$619K	20652	0.54%	SOLE
46	VANGUARD INDEX FDS	MCAP VL IDXVIP	$616K	3341	0.54%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$612K	7738	0.54%	SOLE
48	BLACKROCK ETF TRUST	ISHARES US EQUIT	$612K	10515	0.54%	SOLE
49	GLOBAL X FDS	DEFENSE TECH ETF	$597K	8432	0.52%	SOLE
50	JOHNSON & JOHNSON	COM	$588K	2406	0.52%	SOLE

1–50 of 196

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.