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Sterling Capital Funds shares owned by LifeWealth Investments

Quarter-by-quarter ownership of Sterling Capital Funds (SCEP) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in Sterling Capital Funds

Tip: Access up to 7 years of quarterly data

All positions including Sterling Capital Funds held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sterling Capital Funds by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8M 163k 23.57

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Sterling Cap Fds National Muni Bd (SCNM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p Mcp Etf (IJH)
Pimco Dynamic Income SHS (PDI)

View all positions for LifeWealth Investments

Top funds holding Sterling Capital Funds

AE Wealth Management
Key Capital Management
Envestnet Asset Management
Branch Banking & Trust Company
LifeWealth Investments
Simplicity Wealth
B.O.S.S. Retirement Advisors
Quest 10 Wealth Builders
Lloyd Advisory Services
Kingdom Financial Group
Centennial Advisors
FLP Wealth Management
Slagle Financial
FSA Advisors
Raleigh Capital Management

View all funds holding Sterling Capital Funds