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Portfolio (Quarterly) Guide ↗

Silver Grove Financial Group, Inc.

· CIK 0002111172
13F Portfolio $124M AUM 646 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 392 New 50 Added 39 Reduced 10 Exited
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SECT MAIN SECTOR 153,271.0 $9.3M 7.44% -3K -2.0% $60.39 +14.8%
2 AGG ISHARES TR 57,777.0 $5.7M 4.61% -4K -6.1% $99.27 -0.9%
3 AAPL APPLE INC Technology 17,334.0 $4.4M 3.54% -153.0 -0.9% $253.78 +20.2%
4 IVE ISHARES TR 7,389.0 $1.6M 1.25% -173.0 -2.3% $211.15 +7.1%
5 ADVISORS INNER CIRCLE FD II 42,536.0 $1.5M 1.17% -12K -22.0% $34.21
6 SDVY FIRST TR EXCHANGE TRADED FD 32,667.0 $1.3M 1.04% -1K -3.1% $39.43 +4.9%
7 BERKSHIRE HATHAWAY 2,482.0 $1.2M 0.96% -1K -35.2% $479.20
8 USHY ISHARES BROAD 32,020.0 $1.2M 0.95% -3K -9.1% $36.84 +0.4%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,754.0 $1.1M 0.92% -332.0 -15.9% $650.42 +14.2%
10 TSLA TESLA INC Consumer Cyclical 2,919.0 $1.1M 0.87% -20.0 -0.7% $371.75 +12.2%
11 VTV VANGUARD INDEX FDS 5,436.0 $1.1M 0.86% -80.0 -1.4% $196.20 +6.5%
12 IVV ISHARES CORE 1,602.0 $1.0M 0.84% -195.0 -10.8% $653.08 +14.3%
13 VTI VANGUARD TOTAL 2,724.0 $874K 0.70% -609.0 -18.3% $320.82 +13.8%
14 XOM EXXON MOBIL Energy 4,754.0 $807K 0.65% -108.0 -2.2% $169.68 -7.9%
15 SLV ISHARES SILVER Financial Services 10,831.0 $738K 0.59% -200.0 -1.8% $68.14 +1.9%
16 STNG SCORPIO TANKERS Energy 9,650.0 $720K 0.58% -100.0 -1.0% $74.66 +9.4%
17 V VISA INC Financial Services 2,305.0 $697K 0.56% -81.0 -3.4% $302.25 +9.4%
18 IJH ISHARES CORE 6,129.0 $414K 0.33% -7K -52.0% $67.53 +8.0%
19 CVX CHEVRON CORP Energy 1,914.0 $396K 0.32% -105.0 -5.2% $206.89 -7.7%
20 TMAT NORTHERN LTS FD TR IV 16,189.0 $375K 0.30% -578.0 -3.5% $23.19 +21.7%
Page 1 of 2  ·  39 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 34.3%
Financial Services 22.0%
Communication Services 9.9%
Consumer Cyclical 8.9%
Industrials 6.4%
Energy 5.9%
Consumer Defensive 5.3%
Healthcare 4.3%
Real Estate 1.3%
Utilities 1.0%