STEEL GROVE CAPITAL ADVISORS, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$843K

Holdings

178

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (178 positions)

StockValue
NVDANVIDIA CORPORATION COM
$67.7M
GOOGLALPHABET INC CAP STK CL A
$44.5M
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$37.3M
DSTLDISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
$33.5M
BXBLACKSTONE INC COM
$11.4M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$10.6M
UYLDANGEL OAK ULTRASHORT INCOME ETF
$8.3M
JPMJPMORGAN CHASE & CO. COM
$7.2M
AMZNAMAZON COM INC COM
$6.9M
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
$6.6M
AAPLAPPLE INC COM
$6.0M
GSSTGOLDMAN SACHS ULTRA SHORT BOND ETF
$5.6M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$5.1M
MSFTMICROSOFT CORP COM
$4.9M
AFLAFLAC INC COM
$4.8M
XOMEXXON MOBIL CORP COM
$4.5M
GDXVANECK GOLD MINERS ETF
$4.1M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$4.0M
KOCOCA COLA CO COM
$3.6M
GOOGALPHABET INC CAP STK CL C
$3.6M
CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
$3.3M
TRYBARINGS BDC INC COM
$3.3M
EPDENTERPRISE PRODS PARTNERS L P COM
$3.0M
UTESVIRTUS REAVES UTILITIES ETF
$2.9M
KMIKINDER MORGAN INC DEL COM
$2.8M
OBDCBLUE OWL CAPITAL CORPORATION COM
$2.5M
CSCOCISCO SYS INC COM
$2.4M
GBDCGOLUB CAP BDC INC COM
$2.4M
BENFRANKLIN RESOURCES INC COM
$2.4M
DDSDILLARDS INC CL A
$2.3M
AQLTISHARES CORE MSCI EAFE ETF
$2.3M
IBMINTERNATIONAL BUSINESS MACHS COM
$2.2M
TRVCCITIGROUP INC COM NEW
$2.2M
OKEONEOK INC NEW COM
$2.2M
FFORD MTR CO COM
$2.2M
TAT&T INC COM
$2.1M
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$2.1M
TXNTEXAS INSTRS INC COM
$2.1M
ADMARCHER DANIELS MIDLAND CO COM
$2.0M
DUKDUKE ENERGY CORP NEW COM NEW
$2.0M
PSDMPGIM SHORT DURATION MULTI-SECTOR BOND ETF
$2.0M
BBYBEST BUY INC COM
$2.0M
WHRWHIRLPOOL CORP COM
$2.0M
MRKMERCK & CO INC COM
$1.9M
CVXCHEVRON CORP NEW COM
$1.9M
EVRGEVERGY INC COM
$1.9M
FMCFMC CORP COM NEW
$1.9M
ESEVERSOURCE ENERGY COM
$1.9M
MSMMSC INDL DIRECT INC CL A
$1.9M
TROWPRICE T ROWE GROUP INC COM
$1.9M
VTRSVIATRIS INC COM
$1.9M
MOALTRIA GROUP INC COM
$1.9M
ETENERGY TRANSFER L P COM UT LTD PTN
$1.9M
PEOEXELON CORP COM
$1.8M
PRUPRUDENTIAL FINL INC COM
$1.8M
7HPHP INC COM
$1.8M
IWOISHARES RUSSELL 2000 GROWTH ETF
$1.8M
BACVERIZON COMMUNICATIONS INC COM
$1.8M
PCARPACCAR INC COM
$1.8M
BNDVANGUARD TOTAL BOND MARKET ETF
$1.8M
PFEPFIZER INC COM
$1.7M
GDXJVANECK JUNIOR GOLD MINERS ETF
$1.7M
FANGDIAMONDBACK ENERGY INC COM
$1.7M
CMCSACOMCAST CORP NEW CL A
$1.7M
BCCBOISE CASCADE CO DEL COM
$1.7M
SONSONOCO PRODS CO COM
$1.7M
NEARISHARES SHORT DURATION BOND ACTIVE ETF
$1.7M
IPGINTERPUBLIC GROUP COS INC COM
$1.6M
OIHVANECK OIL SERVICES ETF
$1.6M
KHCKRAFT HEINZ CO COM
$1.6M
UPSUNITED PARCEL SERVICE INC CL B
$1.6M
BMYBRISTOL-MYERS SQUIBB CO COM
$1.5M
DOWDOW INC COM
$1.5M
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$1.5M
ARMARM HOLDINGS PLC SPONSORED ADS
$1.4M
IWMISHARES RUSSELL 2000 ETF
$1.4M
CPBTHE CAMPBELLS COMPANY COM
$1.3M
MGKVANGUARD MEGA CAP GROWTH ETF
$1.3M
VPUVANGUARD UTILITIES ETF
$1.3M
TMFCMOTLEY FOOL 100 INDEX ETF
$1.2M
WMBWILLIAMS COS INC COM
$1.2M
AVGOBROADCOM INC COM
$1.2M
ROFKFORCE INC COM
$1.2M
MUBISHARES NATIONAL MUNI BOND ETF
$1.1M
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$1.1M
VBKVANGUARD SMALL-CAP GROWTH ETF
$1.1M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$1.0M
TRGPTARGA RES CORP COM
$995K
LLYELI LILLY & CO COM
$977K
IWNISHARES RUSSELL 2000 VALUE ETF
$927K
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF
$920K
ISTRINVESTAR HLDG CORP COM
$888K
MAAMID-AMER APT CMNTYS INC COM
$864K
IJRISHARES CORE S&P SMALL CAP ETF
$858K
AEMAGNICO EAGLE MINES LTD COM
$853K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$817K
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$806K
VVISA INC COM CL A
$783K
VRTVERTIV HOLDINGS CO COM CL A
$706K
PNFPPINNACLE FINL PARTNERS INC COM
$699K
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