account_balance
Investment manager · 13F filer · SEC CIK 2111172
Silver Grove Financial Group, Inc.
Reported value$214Mas of Sep 30, 2026
Positions2,609 289 new, 130 sold out
Top 10 weight33.3%SECT alone is 7%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SECTNorthern LTS Fd Tr IV
6.9%Added +27%
VOOVanguard Index FDS
4.7%Added +13%
EDGFAdvisors Inner Circle Fd II
4.2%Added +60%
AGGiShares Tr
3.2%Added +25%
NVDANvidia Corporation
3.1%Added +4%
IVViShares Tr
2.8%Added +115%
AAPLApple Inc
2.7%
QQQInvesco QQQ Tr
2.3%Added +15%
MSFTMicrosoft Corp
2.1%
AMZNAmazon Com Inc
1.3%
GOOGLAlphabet Inc
1.3%Added +7%
MUB1.2%
SECTNorthern LTS Fd Tr IV
6.9%Added +27%
VOOVanguard Index FDS
4.7%Added +13%
EDGFAdvisors Inner Circle Fd II
4.2%Added +60%
AGGiShares Tr
3.2%Added +25%
NVDANvidia Corporation
3.1%Added +4%
IVV2.8%
AAPL2.7%QQQ2.3%
MSFT2.1%AMZN1.3%GOOGL1.3%MUB1.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SECT Northern LTS Fd Tr IV 6.9% Added +27%
VOO Vanguard Index FDS 4.7% Added +13%
EDGF Advisors Inner Circle Fd II 4.2% Added +60%
AGG iShares Tr 3.2% Added +25%
NVDA Nvidia Corporation 3.1% Added +4%IVV iShares Tr 2.8% Added +115%
AAPL Apple Inc 2.7% HeldQQQ Invesco QQQ Tr 2.3% Added +15%
MSFT Microsoft Corp 2.1% HeldAMZN Amazon Com Inc 1.3% HeldGOOGL Alphabet Inc 1.3% Added +7%MUB iShares Tr 1.2% Added +38%
What changed