account_balance

Investment manager · 13F filer · SEC CIK 1166308

Steel Grove Capital Advisors, LLC

Reported value$1.12Bas of Sep 30, 2026
Positions223 32 new, 30 sold out
Top 10 weight70.2%VOO alone is 23%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard S&P 500 ETF 23.0% Held
QQQ Invesco QQQ Trust Series I 17.1% Held
NVDA NVIDIA Corp 9.5% HeldGOOGL Alphabet Inc. 5.7% HeldDIA SPDR Dow Jones Industrial Average ETF Trust 3.8% Held
DSTL Distillate US Fundamental Stability & Value ETF 3.6% Held
META Meta Platforms, Inc. 2.8% HeldIBIT iShares Bitcoin Trust ETF 1.9% Held
IVV iShares Core S&P 500 ETF 1.6% Held
GS Goldman Sachs Group Inc 1.2% Held
UYLD Angel Oak Ultrashort Income ETF 1.1% Added +22%
AAPL Apple Inc. 1.0% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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