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Portfolio (Quarterly) Guide ↗

Silver Grove Financial Group, Inc.

· CIK 0002111172
13F Portfolio $115M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 133 New
Page 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APH AMPHENOL CORP NEW Technology 1,602.0 $217K 0.19% NEW $135.14 -7.6%
102 POCT INNOVATOR ETFS TRUST 4,778.0 $210K 0.18% NEW $43.92 +4.7%
103 XLU STATE STREET 4,711.0 $201K 0.17% NEW $42.69 +5.4%
104 IFV FIRST TRUST 8,011.0 $199K 0.17% NEW $24.83 +11.4%
105 QCLN FIRST TRUST 4,019.0 $179K 0.15% NEW $44.59 +39.3%
106 SCHX Schwab US Large-Cap ETF 5,699.0 $153K 0.13% NEW $26.91 +8.5%
107 SPXN PROSHARES S&P 2,030.0 $150K 0.13% NEW $73.95 +11.2%
108 GDX VANECK GOLD 1,750.0 $150K 0.13% NEW $85.77 +0.3%
109 RSPH INVESCO S&P 4,080.0 $130K 0.11% NEW $31.85 -3.3%
110 DFAC DIMENSIONAL US 2,964.0 $117K 0.10% NEW $39.59 +9.5%
111 SEIV SEI Enhanced US Large Cap Value Factor ETF 2,667.0 $111K 0.10% NEW $41.50 +11.0%
112 PTNQ PACER TRENDPILOT 1,397.0 $110K 0.10% NEW $78.65 +9.4%
113 SEIM SEI Enhanced US Large Cap Momentum Factor ETF 2,341.0 $108K 0.09% NEW $46.13 +14.6%
114 SPHY State Street SPDR Portfolio High Yield Bond ETF 4,279.0 $101K 0.09% NEW $23.67 -1.1%
115 DVN DEVON ENERGY Energy 2,500.0 $92K 0.08% NEW $36.63 +28.6%
116 ISHARES HIGH 1,858.0 $90K 0.08% NEW $48.68
117 SCHP Schwab US TIPs ETF 3,339.0 $88K 0.08% NEW $26.49 +0.5%
118 SCHA Schwab US Small-Cap ETF 2,947.0 $84K 0.07% NEW $28.48 +16.5%
119 PUTNAM FRANKLIN 9,999.0 $78K 0.07% NEW $7.84
120 DFAX DIMENSIONAL WORLD 2,002.0 $66K 0.06% NEW $32.73 +13.2%
Page 6 of 7  ·  133 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 41.7%
Financial Services 23.6%
Communication Services 12.3%
Consumer Cyclical 10.2%
Consumer Defensive 4.1%
Energy 4.0%
Healthcare 2.2%
Real Estate 1.0%
Industrials 0.8%