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Per Stirling Capital Management, LLC.
Per Stirling Capital Management, LLC is a SEC Registered Investment Adviser offering personalized wealth management services with tailored advice and exceptional support for clients' financial goals.
Investment Strategy
Tailored wealth management with a focus on financial planning, portfolio management, and overall wealth management needs
Latest 13F Filing Activity
Per Stirling Capital Management, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 273 equity positions with a total 13F market value of $766M. The fund increased holdings in Morgan Stanley Etf Trust, Vanguard Index FDS, Capital Group Growth Etf among other positions. Per Stirling Capital Management, LLC. reduced exposure to Vanguard Wellington FD, Ishares TR, Capital GRP Fixed Incm Etf T among others.
Top Holdings
Equity Positions (273)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.80% | $59.7M | 96,229 | $398.83 | $620.90 | +$6.1M |
D DGRW | WISDOMTREE TR | 4.40% | $33.7M | 402,419 | $62.44 | $83.74 | +$3.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.54% | $27.2M | 476,314 | $48.30 | $57.01 | +$4.1M |
I IVW | ISHARES TR | 3.24% | $24.8M | 225,622 | $77.39 | $110.10 | +$3.6M |
I IVE | ISHARES TR | 2.75% | $21.1M | 107,989 | $161.04 | $195.42 | -$8.2M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Austin, TX , United States | |
 | Partner | Austin, TX , United States |
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