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Silver Grove Financial Group, Inc.

Q2 2026 13F filing

Updated 29 days ago

2,450 disclosed positions worth $184.8M

Portfolio value
$184.8M
Total holdings
2,450
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

NORTHERN LTS FD TR IV

Value
$11.7M
Shares
162.8K
% Port
6.35%
V

VANGUARD INDEX FDS

Value
$8.7M
Shares
12.6K
% Port
4.69%
E

ISHARES TR

Value
$5.7M
Shares
57.7K
% Port
3.09%
?
4.N/A

ADVISORS INNER CIRCLE FD II

Value
$5.7M
Shares
231.4K
% Port
3.09%
N

NVIDIA CORPORATION

Value
$5.6M
Shares
27.9K
% Port
3.02%
A

APPLE INC

Value
$5.1M
Shares
17.6K
% Port
2.75%
Q
7.QQQ

INVESCO QQQ TR

Value
$4.3M
Shares
5.9K
% Port
2.33%
M

MICROSOFT CORP

Value
$3.3M
Shares
8.9K
% Port
1.79%
A

AMAZON COM INC

Value
$2.7M
Shares
11.3K
% Port
1.46%
E
10.ETHA

ISHARES TR

Value
$2.7M
Shares
3.6K
% Port
1.45%
G

ALPHABET INC

Value
$2.6M
Shares
7.4K
% Port
1.43%
A
12.AVGO

BROADCOM INC

Value
$2M
Shares
5.3K
% Port
1.09%
E
13.ETHA

ISHARES TR

Value
$2M
Shares
18.2K
% Port
1.06%
E
14.ETHA

ISHARES TR

Value
$1.9M
Shares
14.1K
% Port
1.05%
V
15.VGES

VANGUARD TAX-MANAGED FDS

Value
$1.8M
Shares
25.1K
% Port
0.97%
E
16.ETHA

ISHARES TR

Value
$1.7M
Shares
7.7K
% Port
0.95%
V
17.VGES

VANGUARD BD INDEX FDS

Value
$1.6M
Shares
21.5K
% Port
0.86%
G

ALPHABET INC

Value
$1.6M
Shares
4.4K
% Port
0.85%
M
19.META

META PLATFORMS INC

Value
$1.5M
Shares
2.7K
% Port
0.81%
?
20.N/A

ADVISORS INNER CIRCLE FD II

Value
$1.5M
Shares
45.9K
% Port
0.79%
C
21.CRDO

DIMENSIONAL ETF TRUST

Value
$1.5M
Shares
35.3K
% Port
0.79%
F
22.FPF

FIRST TR EXCHANGE TRADED FD

Value
$1.4M
Shares
33.1K
% Port
0.77%
V
23.VGES

VANGUARD STAR FDS

Value
$1.4M
Shares
16.2K
% Port
0.75%
B

BERKSHIRE HATHAWAY INC DEL

Value
$1.3M
Shares
2.6K
% Port
0.71%
S
25.SPY

STATE STR SPDR S&P 500 ETF T

Value
$1.3M
Shares
1.8K
% Port
0.71%
J

JPMORGAN CHASE & CO

Value
$1.3M
Shares
4.0K
% Port
0.71%
F
27.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.3M
Shares
62.7K
% Port
0.71%
V
28.VGES

VANGUARD INDEX FDS

Value
$1.3M
Shares
15.1K
% Port
0.70%
T
29.TSLA

TESLA INC

Value
$1.3M
Shares
3.1K
% Port
0.70%
?
30.N/A

ADVISORS INNER CIRCLE FD II

Value
$1.3M
Shares
40.1K
% Port
0.70%
V
31.VGES

VANGUARD INDEX FDS

Value
$1.3M
Shares
5.8K
% Port
0.68%
E
32.ETHA

ISHARES TR

Value
$1.3M
Shares
33.8K
% Port
0.68%
?
33.N/A

NORTHERN LTS FD TR IV

Value
$1.2M
Shares
84.7K
% Port
0.66%
L
34.LRCX

LAM RESEARCH CORP

Value
$1.2M
Shares
2.8K
% Port
0.66%
V
35.VGES

VANGUARD INDEX FDS

Value
$1.2M
Shares
3.2K
% Port
0.65%
A
36.AMD

ADVANCED MICRO DEVICES INC

Value
$1.2M
Shares
2.0K
% Port
0.64%
L
37.LLY

ELI LILLY & CO

Value
$1.2M
Shares
988
% Port
0.64%
M
38.MU

MICRON TECHNOLOGY INC

Value
$1.1M
Shares
992
% Port
0.62%
C
39.CAT

CATERPILLAR INC

Value
$1.1M
Shares
1.1K
% Port
0.61%
A
40.ADI

ANALOG DEVICES INC

Value
$1.1M
Shares
2.7K
% Port
0.58%
E
41.ETHA

ISHARES TR

Value
$1.1M
Shares
10.0K
% Port
0.58%
?
42.N/A

J P MORGAN EXCHANGE TRADED F

Value
$1M
Shares
19.6K
% Port
0.57%
J

J P MORGAN EXCHANGE TRADED F

Value
$974K
Shares
13.5K
% Port
0.53%
V
44.VGES

VANGUARD INDEX FDS

Value
$972K
Shares
3.2K
% Port
0.53%
M

M & T BK CORP

Value
$966K
Shares
4.1K
% Port
0.52%
W
46.WMT

WALMART INC

Value
$869K
Shares
7.7K
% Port
0.47%
V
47.VGES

VANGUARD MUN BD FDS

Value
$863K
Shares
17.1K
% Port
0.47%
G
48.GLD

SPDR GOLD TR

Value
$856K
Shares
2.3K
% Port
0.46%
K
49.KLAC

KLA CORP

Value
$819K
Shares
2.7K
% Port
0.44%
E
50.ETHA

ISHARES TR

Value
$788K
Shares
10.2K
% Port
0.43%