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Portfolio (Quarterly) Guide ↗

Silver Grove Financial Group, Inc.

· CIK 0002111172
13F Portfolio $185M AUM 2,450 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1965 New 335 Added 70 Reduced 29 Exited
Page 1 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SECT NORTHERN LTS FD TR IV 162,820.0 $11.7M 6.35% +10K +6.2% $72.06 -0.0%
2 VOO VANGUARD INDEX FDS 12,627.0 $8.7M 4.69% +939.0 +8.0% $686.83 +3.0%
3 NVDA NVIDIA CORPORATION Technology 27,861.0 $5.6M 3.02% +381.0 +1.4% $200.09 +8.7%
4 AAPL APPLE INC Technology 17,581.0 $5.1M 2.75% +247.0 +1.4% $289.35 +10.5%
5 QQQ INVESCO QQQ TR Financial Services 5,857.0 $4.3M 2.33% +204.0 +3.6% $736.35 -2.7%
6 MSFT MICROSOFT CORP Technology 8,884.0 $3.3M 1.79% +227.0 +2.6% $373.01 +37.7%
7 IVV ISHARES TR 3,588.0 $2.7M 1.45% +2K +124.0% $748.84 +3.2%
8 MUB ISHARES TR 18,247.0 $2.0M 1.06% +3K +18.1% $107.62 -2.2%
9 IVW ISHARES TR 14,127.0 $1.9M 1.05% +616.0 +4.6% $137.53 +1.8%
10 VEA VANGUARD TAX-MANAGED FDS 25,078.0 $1.8M 0.97% +1K +6.0% $71.25 +2.5%
11 IVE ISHARES TR 7,703.0 $1.7M 0.95% +314.0 +4.2% $227.06 +4.5%
12 GOOG ALPHABET INC 4,432.0 $1.6M 0.85% +85.0 +2.0% $353.33
13 META META PLATFORMS INC Communication Services 2,652.0 $1.5M 0.81% +129.0 +5.1% $563.37 +2.6%
14 ADVISORS INNER CIRCLE FD II 45,926.0 $1.5M 0.79% +3K +8.0% $31.81
15 DFAI DIMENSIONAL ETF TRUST 35,320.0 $1.5M 0.79% +333.0 +0.9% $41.25 +4.7%
16 SDVY FIRST TR EXCHANGE TRADED FD 33,064.0 $1.4M 0.77% +397.0 +1.2% $43.14 +1.2%
17 VXUS VANGUARD STAR FDS 16,210.0 $1.4M 0.75% +3K +26.7% $85.49 +2.4%
18 BERKSHIRE HATHAWAY INC DEL 2,637.0 $1.3M 0.71% +155.0 +6.2% $500.39
19 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,766.0 $1.3M 0.71% +12.0 +0.7% $746.62 +3.0%
20 FTCB FIRST TR EXCHANGE-TRADED FD 62,700.0 $1.3M 0.71% +2K +2.8% $20.86 -1.7%
Page 1 of 17  ·  335 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 20.2%
Industrials 9.5%
Consumer Cyclical 8.7%
Healthcare 7.1%
Communication Services 6.4%
Energy 4.8%
Consumer Defensive 4.3%
Utilities 1.9%
Real Estate 1.8%