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Steven Woods

Stirlingshire Investments, Inc.

Assets Managed
$114.047M
Holdings
196
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
1.18%(2Q avg: 0.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Stirlingshire Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Stirlingshire Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 114.047M in assets, with a quarterly growth rate of 1.18% and a 2-quarter average growth rate of 0.59%. The portfolio is managed by Steven Woods, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 12.45%
3.77%
$4.297M
54,212 shares@ $79.28 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 19.81%
3.75%
$4.273M
84,488 shares@ $50.58 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 47.98%
2.97%
$3.376M
23,293 shares@ $144.95 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 61.45%
2.46%
$2.797M
12,875 shares@ $217.26 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.36%
2.43%
$2.768M
8,627 shares@ $320.8 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 30.32%
2.33%
$2.655M
53,339 shares@ $49.79 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 4.49%
2.17%
$2.471M
41,500 shares@ $59.55 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Increased 538.74%
2.03%
$2.304M
25,179 shares@ $91.53 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 7.23%
1.91%
$2.168M
55,798 shares@ $38.86 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -63.15%
1.83%
$2.079M
22,690 shares@ $91.65 avg price

1-10 of 196