STEEL GROVE CAPITAL ADVISORS, LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$963K

Holdings

200

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (200 positions)

StockValue
NVDANVIDIA CORPORATION COM
$86.8M
GOOGLALPHABET INC CAP STK CL A
$57.7M
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$40.6M
DSTLDISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
$34.4M
IBITISHARES BITCOIN TRUST ETF
$22.5M
UYLDANGEL OAK ULTRASHORT INCOME ETF
$14.0M
GSSTGOLDMAN SACHS ULTRA SHORT BOND ETF
$9.7M
AAPLAPPLE INC COM
$9.3M
JPMJPMORGAN CHASE & CO COM
$7.4M
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
$6.8M
GDXVANECK GOLD MINERS ETF
$6.7M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$6.6M
AMZNAMAZON COM INC COM
$5.5M
CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
$5.1M
XOMEXXON MOBIL CORP COM
$4.8M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$4.6M
MSFTMICROSOFT CORP COM
$4.6M
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$4.4M
IWDISHARES RUSSELL 1000 VALUE ETF
$4.4M
VONVVANGUARD RUSSELL 1000 VALUE ETF
$4.3M
AFLAFLAC INC COM
$4.1M
GOOGALPHABET INC CAP STK CL C
$3.9M
EPDENTERPRISE PRODS PARTNERS L P COM
$3.6M
PSDMPGIM SHORT DURATION MULTI-SECTOR BOND ETF
$3.5M
KOCOCA COLA CO COM
$3.5M
UTESVIRTUS REAVES UTILITIES ETF
$3.4M
GDXJVANECK JUNIOR GOLD MINERS ETF
$3.2M
BNDVANGUARD TOTAL BOND MARKET ETF
$2.9M
AQLTISHARES CORE MSCI EAFE ETF
$2.7M
KMIKINDER MORGAN INC DEL COM
$2.5M
CSCOCISCO SYS INC COM
$2.4M
NOKNOKIA CORP SPONSORED ADR
$2.3M
MRKMERCK & CO INC COM
$2.3M
VTRSVIATRIS INC COM
$2.3M
FFORD MTR CO COM
$2.2M
OIHVANECK OIL SERVICES ETF
$2.0M
KMTKENNAMETAL INC COM
$1.9M
AVGOBROADCOM INC COM
$1.9M
PCARPACCAR INC COM
$1.9M
CVXCHEVRON CORPORATION COM
$1.8M
IWOISHARES RUSSELL 2000 GROWTH ETF
$1.8M
DUKDUKE ENERGY CORP NEW COM NEW
$1.8M
FANGDIAMONDBACK ENERGY INC COM
$1.8M
MGKVANGUARD MEGA CAP GROWTH ETF
$1.8M
BMYBRISTOL-MYERS SQUIBB CO COM
$1.8M
OKEONEOK INC NEW COM
$1.7M
PRUPRUDENTIAL FINL INC COM
$1.7M
ESEVERSOURCE ENERGY COM
$1.7M
UGIUGI CORP NEW COM
$1.7M
BENFRANKLIN RESOURCES INC COM
$1.7M
ETENERGY TRANSFER L P COM UT LTD PTN
$1.7M
EVRGEVERGY INC COM
$1.7M
USBUS BANCORP DEL COM NEW
$1.6M
TAT&T INC COM
$1.6M
TROWPRICE T ROWE GROUP INC COM
$1.6M
MSMMSC INDL DIRECT INC CL A
$1.6M
NEARISHARES SHORT DURATION BOND ACTIVE ETF
$1.6M
BBYBEST BUY INC COM
$1.6M
PFEPFIZER INC COM
$1.6M
IWMISHARES RUSSELL 2000 ETF
$1.6M
OMCOMNICOM GROUP INC COM
$1.6M
MOALTRIA GROUP INC COM
$1.5M
AKREAKRE FOCUS ETF
$1.5M
BACVERIZON COMMUNICATIONS INC COM
$1.5M
TXNTEXAS INSTRS INC COM
$1.5M
VPUVANGUARD UTILITIES ETF
$1.4M
TMFCMOTLEY FOOL 100 INDEX ETF
$1.4M
GISGENERAL MILLS INC COM
$1.3M
FBNDFIDELITY TOTAL BOND ETF
$1.2M
ISTRINVESTAR HOLDING CORP COM
$1.2M
AEMAGNICO EAGLE MINES LTD COM
$1.2M
VBKVANGUARD SMALL-CAP GROWTH ETF
$1.2M
WMBWILLIAMS COS INC COM
$1.2M
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$1.2M
FTAIFTAI AVIATION LTD SHS
$1.1M
TRYBARINGS BDC INC COM
$1.1M
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$1.1M
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$1.1M
TRGPTARGA RES CORP COM
$1.1M
GQ9SPDR GOLD SHARES
$1.1M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$1.0M
IJRISHARES CORE S&P SMALL CAP ETF
$1.0M
LUMNLUMEN TECHNOLOGIES INC COM
$991K
VRTVERTIV HOLDINGS CO COM CL A
$971K
ARMARM HOLDINGS PLC SPONSORED ADS
$945K
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF
$940K
HDHOME DEPOT INC COM
$915K
VVISA INC COM CL A
$891K
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$792K
MAAMID-AMER APT CMNTYS INC COM
$785K
ABBVABBVIE INC COM
$742K
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
$706K
PNFPPINNACLE FINL PARTNERS INC COM
$683K
TRVTRAVELERS COMPANIES INC COM
$643K
ORCLORACLE CORP COM
$571K
IWFISHARES RUSSELL 1000 GROWTH ETF
$567K
RLRALPH LAUREN CORP CL A
$565K
DYHTARGET CORP COM
$562K
TMFEMOTLEY FOOL CAPITAL EFFICIENCY 100 INDEX ETF
$561K
NOWSERVICENOW INC COM
$539K
Page 1 of 2Next