Stirlingshire Investments, Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Stirlingshire Investments, Inc. opened 55 positions, added to 31, reduced 32, sold out of 41 and left 5 unchanged. The largest increase in value was CWB (+$2,709,474); the largest decrease was CWB (-$2,304,421).
- CWB: Country of operation —; Class ST STR CONV ETF; Shares 2026-03-31 0; Shares 2026-06-30 25,130.
- DFAC: Country of operation —; Class US COR EQU 2 ETF; Shares 2026-03-31 0; Shares 2026-06-30 51,334.
- SPYM: Country of operation United States; Class ST STR P500ETF; Shares 2026-03-31 0; Shares 2026-06-30 18,988.
- BIL: Country of operation —; Class ST STR BLO 1 ETF; Shares 2026-03-31 0; Shares 2026-06-30 15,740.
Two Form 13F-HR filings compared (SEC CIK 1829271): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
CWB
SPDR SERIES TRUST | | ST STR CONV ETF | 0 | 25,130 | +25,130 | $0 | $2,709,474 | +$2,709,474 |
|---|
DFAC
DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 0 | 51,334 | +51,334 | $0 | $2,277,156 | +$2,277,156 |
|---|
SPYM
SPDR SERIES TRUST | United States | ST STR P500ETF | 0 | 18,988 | +18,988 | $0 | $1,668,654 | +$1,668,654 |
|---|
BIL
SPDR SERIES TRUST | | ST STR BLO 1 ETF | 0 | 15,740 | +15,740 | $0 | $1,442,394 | +$1,442,394 |
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WDTE
TIDAL TRUST II | | DEF 500 WEE ETF | 0 | 42,004 | +42,004 | $0 | $1,258,438 | +$1,258,438 |
|---|
KBE
SPDR SERIES TRUST | | ST STR SP BANK | 0 | 13,003 | +13,003 | $0 | $887,032 | +$887,032 |
|---|
QUIZ
ZACKS TRUST | | QUALITY INTL ETF | 0 | 29,507 | +29,507 | $0 | $862,145 | +$862,145 |
|---|
AMZY
TIDAL TRUST II | | YIELD AMZN ETF | 0 | 74,763 | +74,763 | $0 | $798,466 | +$798,466 |
|---|
DFSD
DIMENSIONAL ETF TRUST | | SHOR DUR FIX ETF | 0 | 16,001 | +16,001 | $0 | $764,051 | +$764,051 |
|---|
DCOR
DIMENSIONAL ETF TRUST | | US COR EQU 1 ETF | 0 | 9,124 | +9,124 | $0 | $748,022 | +$748,022 |
|---|
PLTY
TIDAL TRUST II | | YIELD PLTR ETF | 0 | 24,184 | +24,184 | $0 | $685,862 | +$685,862 |
|---|
TSLY
TIDAL TRUST II | | YIELD TSLA ETF | 0 | 23,364 | +23,364 | $0 | $666,811 | +$666,811 |
|---|
DFUS
DIMENSIONAL ETF TRUST | | US EQUI MARK ETF | 0 | 7,691 | +7,691 | $0 | $630,227 | +$630,227 |
|---|
SGOV
ISHARES TR | | 0-3 MTH TREASURY | 0 | 5,962 | +5,962 | $0 | $600,156 | +$600,156 |
|---|
CPAI
NORTHERN LTS FD TR III | | COUN QUA EQU ETF | 0 | 11,284 | +11,284 | $0 | $586,308 | +$586,308 |
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PYPY
TIDAL TRUST II | | YIEL PYPL OPT IN | 0 | 20,214 | +20,214 | $0 | $505,986 | +$505,986 |
|---|
XLV
SELECT SECTOR SPDR TR | | ST STR CARE ETF | 0 | 3,182 | +3,182 | $0 | $504,829 | +$504,829 |
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GDX
VANECK ETF TRUST | | GOLD MINERS ETF | 0 | 5,939 | +5,939 | $0 | $448,075 | +$448,075 |
|---|
SPSM
SPDR SERIES TRUST | | ST STR SP600 SML | 0 | 7,535 | +7,535 | $0 | $434,553 | +$434,553 |
|---|
JANW
AIM ETF PRODUCTS TRUST | | ALLIA US JAN ETF | 0 | 10,858 | +10,858 | $0 | $419,932 | +$419,932 |
|---|
OCTW
AIM ETF PRODUCTS TRUST | | ALLIA US OCT ETF | 0 | 10,198 | +10,198 | $0 | $417,200 | +$417,200 |
|---|
XYZY
TIDAL TRUST II | | YIEL XYZ OPT ETF | 0 | 16,102 | +16,102 | $0 | $415,444 | +$415,444 |
|---|
ICVT
ISHARES TR | | CONV BD ETF | 0 | 3,040 | +3,040 | $0 | $370,144 | +$370,144 |
|---|
VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 0 | 4,308 | +4,308 | $0 | $368,327 | +$368,327 |
|---|
MHD
BLACKROCK MUNIHOLDINGS FD IN | | COM | 0 | 30,000 | +30,000 | $0 | $358,786 | +$358,786 |
|---|
XBI
SPDR SERIES TRUST | | ST STR SP BIOT | 0 | 2,252 | +2,252 | $0 | $356,395 | +$356,395 |
|---|
CIBR
FIRST TR EXCHANGE-TRADED FD | | NASDAQ CYB ETF | 0 | 3,844 | +3,844 | $0 | $345,387 | +$345,387 |
|---|
MSOS
ADVISORSHARES TR | | PURE US CANN ETF | 0 | 66,892 | +66,892 | $0 | $339,811 | +$339,811 |
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SPIB
SPDR SERIES TRUST | | ST INTER BD ETF | 0 | 9,912 | +9,912 | $0 | $331,661 | +$331,661 |
|---|
DBMF
LITMAN GREGORY FDS TR | | IMGP DBI MAN ETF | 0 | 10,278 | +10,278 | $0 | $314,597 | +$314,597 |
|---|
DFGX
DIMENSIONAL ETF TRUST | | INTL COR FIX ETF | 0 | 5,761 | +5,761 | $0 | $308,767 | +$308,767 |
|---|
DFCF
DIMENSIONAL ETF TRUST | | CORE FIXE IN ETF | 0 | 7,219 | +7,219 | $0 | $304,707 | +$304,707 |
|---|
BAI
BLACKROCK ETF TRUST | | ISHA I IN TE ETF | 0 | 5,773 | +5,773 | $0 | $304,352 | +$304,352 |
|---|
ITOT
ISHARES TR | | CORE S&P TTL STK | 0 | 1,846 | +1,846 | $0 | $303,269 | +$303,269 |
|---|
GRID
FIRST TR EXCHANGE-TRADED FD | | NASDQ CLN EDGE | 0 | 1,518 | +1,518 | $0 | $291,006 | +$291,006 |
|---|
AOR
ISHARES TR | | CORE 60 BALA ETF | 0 | 4,118 | +4,118 | $0 | $286,202 | +$286,202 |
|---|
MQY
BLACKROCK MUNIYILD QULT FD I | | COM | 0 | 24,505 | +24,505 | $0 | $285,679 | +$285,679 |
|---|
IGLD
FIRST TR EXCHANGE-TRADED FD | | FT VEST GOLD | 0 | 12,731 | +12,731 | $0 | $268,106 | +$268,106 |
|---|
QQQ
INVESCO QQQ TR | | UNIT SER 1 | 0 | 363 | +363 | $0 | $267,466 | +$267,466 |
|---|
CONY
TIDAL TRUST II | | YIELD COIN ETF | 0 | 13,990 | +13,990 | $0 | $264,550 | +$264,550 |
|---|
SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 0 | 8,752 | +8,752 | $0 | $253,461 | +$253,461 |
|---|
BLCR
BLACKROCK ETF TRUST | | ISHA LA CORE ETF | 0 | 4,904 | +4,904 | $0 | $246,992 | +$246,992 |
|---|
SCYB
SCHWAB STRATEGIC TR | | HIGH YIEL BD ETF | 0 | 9,235 | +9,235 | $0 | $241,761 | +$241,761 |
|---|
IALT
BLACKROCK ETF TRUST | | ISHA SYST AL ETF | 0 | 8,612 | +8,612 | $0 | $241,577 | +$241,577 |
|---|
SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 0 | 9,780 | +9,780 | $0 | $236,294 | +$236,294 |
|---|
FIW
FIRST TR EXCHANGE-TRADED FD | | WTR ETF | 0 | 2,154 | +2,154 | $0 | $235,956 | +$235,956 |
|---|
DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 0 | 5,670 | +5,670 | $0 | $233,884 | +$233,884 |
|---|
LODI
ETF SER SOLUTIONS | | AAM SLC LOW DUR | 0 | 9,132 | +9,132 | $0 | $230,998 | +$230,998 |
|---|
SPYV
SPDR SERIES TRUST | | ST STR P500VAL | 0 | 3,752 | +3,752 | $0 | $228,102 | +$228,102 |
|---|
GSLC
GOLDMAN SACHS ETF TR | | ACTIVEBETA US LG | 0 | 1,547 | +1,547 | $0 | $219,467 | +$219,467 |
|---|
THRO
BLACKROCK ETF TRUST | | ISHA US THEM ETF | 0 | 4,903 | +4,903 | $0 | $211,366 | +$211,366 |
|---|
CORO
BLACKROCK ETF TRUST | | ISHA IN CTRY ETF | 0 | 5,737 | +5,737 | $0 | $209,974 | +$209,974 |
|---|
MGK
VANGUARD WORLD FD | | MEGA GRWTH IND | 0 | 2,329 | +2,329 | $0 | $204,766 | +$204,766 |
|---|
APLY
TIDAL TRUST II | | YIELDMAX AAPL | 0 | 11,233 | +11,233 | $0 | $129,971 | +$129,971 |
|---|
DSU
BLACKROCK DEBT STRATEGIES FD | | COM NEW | 0 | 10,886 | +10,886 | $0 | $105,594 | +$105,594 |
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