Steele Capital Management, Inc.: 13F holdings
CIK 16466952026Q2
| Positions | 85 |
|---|
| Reported value | $2.7bn |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 85 (-1 vs prior quarter) |
|---|
| Reported value | $2.7bn (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 377,597 | $282.8m | 10.4% |
| FNDX SCHWAB STRATEGIC TR | 6,423,407 | $199.8m | 7.4% |
| SCHF SCHWAB STRATEGIC TR | 7,056,392 | $195.8m | 7.2% |
| VEA VANGUARD TAX-MANAGED FDS | 2,224,154 | $158.5m | 5.8% |
| VOO VANGUARD INDEX FDS | 225,206 | $154.7m | 5.7% |
| QQQ INVESCO QQQ TR | 200,903 | $148.1m | 5.4% |
| SCHX SCHWAB STRATEGIC TR | 4,110,047 | $121.1m | 4.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 1,972,443 | $117.7m | 4.3% |
| IJR ISHARES TR | 704,827 | $104.5m | 3.8% |
| VCSH VANGUARD SCOTTSDALE FDS | 1,295,469 | $102.4m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1646695")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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