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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 26  ·  515 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 VOO VANGUARD INDEX FDS 11,688.0 $7.0M 5.62% +158.0 +1.4% $597.56 +14.3%
3 EDGF ADVISORS INNER CIRCLE FD II 254,865.0 $6.3M 5.07% +77K +43.2% $24.74 +0.1%
4 AGG ISHARES TR 57,777.0 $5.7M 4.61% -4K -6.1% $99.27 -0.9%
5 NVDA NVIDIA CORP Technology 27,480.0 $4.8M 3.85% +1K +5.2% $174.40 +25.9%
6 AAPL APPLE INC Technology 17,334.0 $4.4M 3.54% -153.0 -0.9% $253.78 +20.2%
7 QQQ INVESCO QQQ Financial Services 5,653.0 $3.3M 2.62% $577.14 +23.8%
8 MSFT MICROSOFT CORP Technology 8,657.0 $3.2M 2.58% +303.0 +3.6% $370.16 +13.2%
9 AMZN AMAZON COM Consumer Cyclical 11,352.0 $2.4M 1.90% +702.0 +6.6% $208.27 +28.9%
10 GOOGL ALPHABET INC Communication Services 7,514.0 $2.2M 1.74% +184.0 +2.5% $287.54 +34.8%
11 JPM JPMORGAN CHASE Financial Services 5,919.0 $1.7M 1.40% +278.0 +4.9% $294.16 +3.0%
12 AVGO BROADCOM INC Technology 5,545.0 $1.7M 1.38% +559.0 +11.2% $309.53 +33.9%
13 MUB ISHARES TR 15,455.0 $1.6M 1.32% $106.16 -0.1%
14 BND VANGUARD BD INDEX FDS 21,754.0 $1.6M 1.29% +155.0 +0.7% $73.64 -1.0%
15 IVE ISHARES TR 7,389.0 $1.6M 1.25% -173.0 -2.3% $211.15 +7.1%
16 IVW ISHARES TR 13,511.0 $1.5M 1.23% +458.0 +3.5% $113.11 +20.8%
17 VEA VANGUARD TAX-MANAGED FDS 23,661.0 $1.5M 1.22% +321.0 +1.4% $64.08 +10.3%
18 ADVISORS INNER CIRCLE FD II 42,536.0 $1.5M 1.17% -12K -22.0% $34.21
19 META META PLATFORMS Communication Services 2,523.0 $1.4M 1.16% +145.0 +6.1% $572.19 +6.2%
20 DFAI DIMENSIONAL ETF TRUST 34,987.0 $1.4M 1.10% +17K +92.7% $38.96 +6.8%
Page 1 of 26  ·  515 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%