account_balance
Investment manager · 13F filer · SEC CIK 1646695
Steele Capital Management, Inc.
Reported value$2.7Bas of Sep 30, 2026
Positions85 3 new, 3 sold out
Top 10 weight58.8%IVV alone is 11%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.7%
FNDXSchwab Strategic Tr
7.5%
SCHFSchwab Strategic Tr
7.2%
VOOVanguard Index FDS
5.9%
VEAVanguard Tax-Managed FDS
5.8%
QQQInvesco QQQ Tr
5.5%
SCHXSchwab Strategic Tr
4.6%
VWOVanguard Intl Equity Index F
4.4%
VCSHVanguard Scottsdale FDS
3.7%
IJRiShares Tr
3.6%
AGGiShares Tr
3.5%
FNDASchwab Strategic Tr
2.8%
IVViShares Tr
10.7%
FNDXSchwab Strategic Tr
7.5%
SCHFSchwab Strategic Tr
7.2%
VOOVanguard Index FDS
5.9%
VEAVanguard Tax-Managed FDS
5.8%
QQQInvesco QQQ Tr
5.5%
SCHXSchwab Strategic Tr
4.6%
VWOVanguard Intl Equity Index F
4.4%
VCSHVanguard Scottsdale FDS
3.7%
IJR3.6%
AGG3.5%
FNDA
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
IVV iShares Tr 10.7% Held
FNDX Schwab Strategic Tr 7.5% Held
SCHF Schwab Strategic Tr 7.2% Held
VOO Vanguard Index FDS 5.9% Held
VEA Vanguard Tax-Managed FDS 5.8% Held
QQQ Invesco QQQ Tr 5.5% Held
SCHX Schwab Strategic Tr 4.6% Held
VWO Vanguard Intl Equity Index F 4.4% Held
VCSH Vanguard Scottsdale FDS 3.7% Held
IJR iShares Tr 3.6% Held
AGG iShares Tr 3.5% Held
FNDA Schwab Strategic Tr 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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