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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 7 of 26  ·  515 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DUHP DIMENSIONAL ETF TRUST 3,978.0 $146K 0.12% -19K -82.7% $36.76 +9.6%
122 SCHX Schwab US Large-Cap ETF 5,669.0 $145K 0.12% -30.0 -0.5% $25.64 +13.9%
123 SPXN PROSHARES S&P 2,030.0 $144K 0.12% $70.87 +16.1%
124 NOC NORTHROP GRUMMAN Industrials 210.0 $143K 0.12% NEW $682.23 -19.2%
125 DVN DEVON ENERGY Energy 2,700.0 $136K 0.11% +200.0 +8.0% $50.32 -6.4%
126 EXR EXTRA SPACE Real Estate 1,031.0 $135K 0.11% NEW $131.07 +9.8%
127 RSPH INVESCO S&P 4,080.0 $123K 0.10% $30.19 +2.0%
128 PAAA PGIM AAA CLO ETF 2,389.0 $122K 0.10% NEW $51.18 +0.5%
129 BSX BOSTON SCIENTIFIC Healthcare 1,836.0 $115K 0.09% NEW $62.75 -8.9%
130 SEIM SEI Enhanced US Large Cap Momentum Factor ETF 2,331.0 $106K 0.09% $45.55 +16.1%
131 SEIV SEI Enhanced US Large Cap Value Factor ETF 2,553.0 $106K 0.09% -114.0 -4.3% $41.56 +10.9%
132 UNH UNITEDHEALTH GROUP Healthcare 389.0 $105K 0.09% NEW $270.59 +41.7%
133 PANW PALO ALTO Technology 654.0 $105K 0.08% NEW $160.32 +57.8%
134 SPHY State Street SPDR Portfolio High Yield Bond ETF 4,483.0 $105K 0.08% +204.0 +4.8% $23.32 +0.3%
135 PTNQ PACER TRENDPILOT 1,402.0 $102K 0.08% $72.97 +17.9%
136 VBIL VANGUARD ULTRA 1,348.0 $102K 0.08% NEW $75.67 -0.1%
137 EFAV ISHARES MSCI 1,076.0 $98K 0.08% NEW $91.37 +0.8%
138 HLT HILTON WORLDWIDE Consumer Cyclical 309.0 $94K 0.08% NEW $304.09 +6.1%
139 SCHP Schwab US TIPs ETF 3,487.0 $93K 0.07% +148.0 +4.4% $26.61 +0.0%
140 ACWV iShares MSCI Global Min Vol Factor ETF 760.0 $91K 0.07% NEW $119.51 +2.2%
Page 7 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%