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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 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TMAT NORTHERN LTS FD TR IV 16,767.0 $419K 0.36% NEW $25.01 +12.8%
62 ABBV ABBVIE INC Healthcare 1,798.0 $411K 0.36% NEW $228.52 -6.1%
63 EMR EMERSON ELECTRIC Industrials 2,875.0 $382K 0.33% NEW $132.73 +1.6%
64 PLTR PALANTIR TECHNOLOGIES Technology 2,140.0 $380K 0.33% NEW $177.75 -22.8%
65 VTEB VANGUARD MUN BD FDS 7,307.0 $367K 0.32% NEW $50.29 -0.9%
66 FXH FIRST TRUST 3,174.0 $361K 0.31% NEW $113.80 +0.5%
67 IEMG ISHARES CORE 5,412.0 $358K 0.31% NEW $66.06 +22.0%
68 REGL PROSHARES S&P 4,211.0 $355K 0.31% NEW $84.22 +5.0%
69 GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2,624.0 $347K 0.30% NEW $132.38 +6.4%
70 JNJ JOHNSON & JOHNSON Healthcare 1,677.0 $347K 0.30% NEW $206.95 +12.0%
71 IWC ISHARES TR 2,313.0 $345K 0.30% NEW $149.09 +24.3%
72 IJR ISHARES CORE 2,749.0 $327K 0.28% NEW $118.87 +14.6%
73 EDGU ADVISORS INNER CIRCLE FD II 11,458.0 $326K 0.28% NEW $28.47 +9.1%
74 IDEV ISHARES CORE 3,847.0 $317K 0.28% NEW $82.48 +8.9%
75 PG PROCTER & GAMBLE Consumer Defensive 2,199.0 $315K 0.27% NEW $143.30 -0.6%
76 FVAL FIDELITY COVINGTON TRUST 4,517.0 $311K 0.27% NEW $68.87 +13.3%
77 FQAL FIDELITY COVINGTON TRUST 4,149.0 $310K 0.27% NEW $74.72 +7.5%
78 CVX CHEVRON CORP Energy 2,019.0 $308K 0.27% NEW $152.39 +25.3%
79 BSV Vanguard Short-Term Bond ETF 3,895.0 $307K 0.27% NEW $78.82 -1.2%
80 MRSK TOEWS AGILITY 8,128.0 $299K 0.26% NEW $36.80 +3.4%
Page 4 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%