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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 17 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 LMBS FIRST TR EXCHANGE-TRADED FD 48.0 $2K 0.00% +29.0 +152.6% $49.79 -0.5%
322 SPTL SPDR SERIES TRUST 84.0 $2K 0.00% +56.0 +200.0% $26.23 -3.6%
323 GBIL GOLDMAN SACHS ETF TR 20.0 $2K 0.00% +2.0 +11.1% $97.85 +2.4%
324 YETI YETI HLDGS INC Consumer Cyclical 36.0 $2K 0.00% +4.0 +12.5% $49.56 -16.1%
325 JKHY HENRY JACK & ASSOC INC Technology 9.0 $1K 0.00% +6.0 +200.0% $137.67 +23.3%
326 GTIP Goldman Sachs Access Inflation Protected USD Bond ETF 24.0 $1K 0.00% +3.0 +14.3% $49.79 -4.5%
327 BALL BALL CORP Consumer Cyclical 19.0 $1K 0.00% +11.0 +137.5% $62.37 +2.2%
328 ARRY ARRAY TECHNOLOGIES INC Energy 146.0 $1K 0.00% +21.0 +16.8% $7.41 -38.1%
329 ESGU iShares ESG Aware MSCI USA ETF 6.0 $902.0 +1.0 +20.0% $150.33 +12.2%
330 EBND SPDR SERIES TRUST 38.0 $795.0 +21.0 +123.5% $20.92 +1.0%
331 GEMD Goldman Sachs Access Emerging Markets USD Bond ETF 19.0 $788.0 +2.0 +11.8% $41.47 +0.4%
332 VGLT Vanguard Long-Term Treasury ETF 11.0 $609.0 +2.0 +22.2% $55.36 -3.9%
333 SPDW State Street SPDR Portfolio Developed World ex-US ETF 10.0 $507.0 +1.0 +11.1% $50.70 +2.2%
334 JMSI JPMorgan Sustainable Municipal Income ETF 8.0 $398.0 +2.0 +33.3% $49.75 -0.9%
335 SUSC iShares ESG Aware USD Corporate Bond ETF 5.0 $120.0 +1.0 +25.0% $24.00 -5.4%
Page 17 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%