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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 2 of 123  ·  2,450 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAI DIMENSIONAL ETF TRUST 35,320.0 $1.5M 0.79% +333.0 +0.9% $41.25 +4.7%
22 SDVY FIRST TR EXCHANGE TRADED FD 33,064.0 $1.4M 0.77% +397.0 +1.2% $43.14 +1.2%
23 VXUS VANGUARD STAR FDS 16,210.0 $1.4M 0.75% +3K +26.7% $85.49 +2.4%
24 BERKSHIRE HATHAWAY INC DEL 2,637.0 $1.3M 0.71% +155.0 +6.2% $500.39
25 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%
26 JPM JPMORGAN CHASE & CO Financial Services 4,014.0 $1.3M 0.71% -2K -32.2% $327.34 +9.3%
27 FTCB FIRST TR EXCHANGE-TRADED FD 62,700.0 $1.3M 0.71% +2K +2.8% $20.86 -1.7%
28 VUG VANGUARD INDEX FDS 15,120.0 $1.3M 0.70% +13K +537.7% $86.14 +2.8%
29 TSLA TESLA INC Consumer Cyclical 3,056.0 $1.3M 0.70% +137.0 +4.7% $420.60 -17.1%
30 EDGU ADVISORS INNER CIRCLE FD II 40,137.0 $1.3M 0.69% +22K +121.7% $32.00 +0.2%
31 VTV VANGUARD INDEX FDS 5,770.0 $1.3M 0.68% +334.0 +6.1% $217.93 +3.4%
32 USHY ISHARES TR 33,778.0 $1.3M 0.68% +2K +5.5% $37.02 -0.4%
33 BUYW NORTHERN LTS FD TR IV 84,689.0 $1.2M 0.66% +4K +4.7% $14.45 +1.0%
34 LRCX LAM RESEARCH CORP Technology 2,803.0 $1.2M 0.66% -125.0 -4.3% $433.28 -30.3%
35 VTI VANGUARD INDEX FDS 3,223.0 $1.2M 0.65% +499.0 +18.3% $370.05 +2.5%
36 AMD ADVANCED MICRO DEVICES INC Technology 2,044.0 $1.2M 0.64% -73.0 -3.5% $580.91 -19.9%
37 LLY ELI LILLY & CO Healthcare 988.0 $1.2M 0.64% -18.0 -1.8% $1198.90 -2.2%
38 MU MICRON TECHNOLOGY INC Technology 992.0 $1.1M 0.62% +39.0 +4.1% $1154.31 -19.2%
39 CAT CATERPILLAR INC Industrials 1,064.0 $1.1M 0.61% -93.0 -8.0% $1064.94 -24.9%
40 ADI ANALOG DEVICES INC Technology 2,692.0 $1.1M 0.58% +123.0 +4.8% $397.20 -8.9%
Page 2 of 123  ·  2,450 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%