Steel Grove Capital Advisors, Llc Portfolio Stock Holdings

Steel Grove Capital Advisors, Llc disclosed 221 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include VANGUARD S&P 500 ETF, INVESCO QQQ TRUST SERIES I, and NVIDIA CORPORATION COM. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.

Report Period
June 30, 2026
No. of Stocks
221
Portfolio Value
$1.1B
Holdings by Sector
Steel Grove Capital Advisors, Llc Portfolio Holdings in Q2 2026

210 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD S&P 500 ETFVOOOther23.57%367,311+3,832+1.05%$252,273,141
INVESCO QQQ TRUST SERIES IQQQOther17.75%257,895-120-0.05%$189,914,062
NVIDIA CORPORATION COMNVDATechnology8.75%468,033+1,024+0.22%$93,648,629
ALPHABET INC CAP STK CL AGOOGLCommunication Services6.17%184,630-376-0.20%$65,981,336
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIAOther4.13%84,570--$44,178,522
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETFDSTLOther3.50%625,849+5,786+0.93%$37,488,342
META PLATFORMS INC CL AMETACommunication Services2.29%43,436--$24,467,064
ISHARES CORE S&P 500 ETFIVVOther1.65%23,553-2,680-10.22%$17,638,795
ISHARES BITCOIN TRUST ETFIBITOther1.41%452,615-475-0.10%$15,067,553
GOLDMAN SACHS GROUP INC COMGSFinancial Services1.36%14,384-20-0.14%$14,547,522
ANGEL OAK ULTRASHORT INCOME ETFUYLDOther0.99%207,597-65,632-24.02%$10,588,474
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services0.96%20,609+217+1.06%$10,312,537
APPLE INC COMAAPLTechnology0.95%35,200+1,045+3.06%$10,185,523
VANGUARD FTSE DEVELOPED MARKETS ETFVEAOther0.73%109,163+1,094+1.01%$7,777,836
JPMORGAN CHASE & CO COMJPMFinancial Services0.70%22,985+316+1.39%$7,523,704
GOLDMAN SACHS ULTRA SHORT BOND ETFGSSTOther0.67%142,452-56,979-28.57%$7,204,509
INVESCO BULLETSHARES 2026 CORPORATE BOND ETFBSCQOther0.65%356,219+7,809+2.24%$6,955,183
INVESCO S&P 500 EQUAL WEIGHT ETFRSPOther0.56%28,339+234+0.83%$6,029,691
AMAZON COM INC COMAMZNConsumer Cyclical0.55%24,837-28-0.11%$5,919,695
VANGUARD INFORMATION TECHNOLOGY ETFVGTOther0.55%48,925+43,518+804.85%$5,847,543
VANECK GOLD MINERS ETFGDXOther0.51%72,973-117-0.16%$5,505,817
AFLAC INC COMAFLFinancial Services0.41%37,548--$4,402,503
ALPHABET INC CAP STK CL CGOOGCommunication Services0.40%12,229-94-0.76%$4,320,993
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD ANCEFOther0.40%106,115+633+0.60%$4,269,006
COCA COLA CO COMKOConsumer Defensive0.38%49,921--$4,057,078
STATE STREET SPDR S&P 500 ETFSPYOther0.38%5,397+9+0.17%$4,030,522
VIRTUS REAVES UTILITIES ETFUTESOther0.34%44,895+1,042+2.38%$3,669,742
ENTERPRISE PRODS PARTNERS L P COMEPDEnergy0.32%93,220-5,926-5.98%$3,426,754
MICROSOFT CORP COMMSFTTechnology0.31%8,984-772-7.91%$3,351,136
VANGUARD TOTAL BOND MARKET ETFBNDOther0.30%43,416--$3,187,197
ARM HOLDINGS PLC SPONSORED ADSARMTechnology0.29%8,750+100+1.16%$3,102,487
KINDER MORGAN INC DEL COMKMIEnergy0.28%92,850-1,569-1.66%$2,968,417
ISHARES CORE MSCI EAFE ETFIEFAOther0.27%29,940+925+3.19%$2,891,605
STATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDYOther0.27%4,038+43+1.08%$2,839,759
TEXAS INSTRS INC COMTXNTechnology0.25%9,148-8-0.09%$2,726,744
MERCK & CO INC COMMRKHealthcare0.24%20,364-1,261-5.83%$2,616,758
VANECK OIL SERVICES ETFOIHOther0.24%6,967-25-0.36%$2,591,979
VANECK JUNIOR GOLD MINERS ETFGDXJOther0.24%26,304+48+0.18%$2,584,397
FRANKLIN RESOURCES INC COMBENFinancial Services0.24%75,733+229+0.30%$2,519,636
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFVYMIOther0.23%25,040--$2,458,928
MSC INDL DIRECT INC CL AMSMIndustrials0.22%20,197+83+0.41%$2,402,433
VIATRIS INC COMVTRSHealthcare0.22%150,985+794+0.53%$2,397,641
FORD MTR CO COMFConsumer Cyclical0.22%169,494-3,689-2.13%$2,355,969
AVNET INC COMAVTTechnology0.22%26,466-5,084-16.11%$2,350,710
SIRIUSXM HOLDINGS INC COMMON STOCKSIRIConsumer Discretionary0.22%77,924+283+0.36%$2,301,874
TARGET CORP COMTGTConsumer Defensive0.21%17,313-128-0.73%$2,261,250
HF SINCLAIR CORP COMDINOEnergy0.21%32,050+38+0.12%$2,232,282
ISHARES RUSSELL 2000 GROWTH ETFIWOOther0.21%5,578--$2,197,508
EVERGY INC COMEVRGUtilities0.20%24,660+154+0.63%$2,131,363
PRICE T ROWE GROUP INC COMTROWFinancial Services0.20%18,730+862+4.82%$2,129,413
SKYWORKS SOLUTIONS INC COMSWKSTechnology0.20%31,008+309+1.01%$2,102,310
BROADCOM INC COMAVGOTechnology0.19%5,485-325-5.59%$2,071,973
PRUDENTIAL FINL INC COMPRUFinancial Services0.19%19,147+2,050+11.99%$2,066,535
US BANCORP COM NEWUSBFinancial Services0.19%34,082+344+1.02%$2,058,552
ALTRIA GROUP INC COMMOConsumer Defensive0.19%28,450+2+0.01%$2,046,977
BEST BUY INC COMBBYConsumer Cyclical0.19%26,794+782+3.01%$2,033,128
VERTIV HOLDINGS CO COM CL AVRTIndustrials0.19%5,999--$2,008,585
CHEVRON CORPORATION COMCVXEnergy0.19%11,983-656-5.19%$1,986,302
NOKIA CORP SPONSORED ADRNOKTechnology0.18%148,700+23,776+19.03%$1,974,736
ENERGY TRANSFER L P COM UT LTD PTNETEnergy0.18%102,436+63+0.06%$1,958,577
ONEOK INC NEW COMOKEEnergy0.18%22,462--$1,952,846
EVERSOURCE ENERGY COMESUtilities0.18%26,692-443-1.63%$1,929,030
BRISTOL-MYERS SQUIBB CO COMBMYHealthcare0.18%33,428+166+0.50%$1,926,121
DOMINION ENERGY INC COMDUtilities0.18%27,876+297+1.08%$1,903,652
VANGUARD MEGA CAP GROWTH ETFMGKOther0.18%21,647+17,352+404.00%$1,903,016
SONOCO PRODS CO COMSONConsumer Cyclical0.18%33,607-14-0.04%$1,893,754
PAYCHEX INC COMPAYXTechnology0.17%18,855+18,855+100.00%$1,854,012
ISHARES RUSSELL 2000 ETFIWMOther0.17%6,114-29-0.47%$1,837,093
HP INC COMHPQTechnology0.17%82,031+3,479+4.43%$1,799,760
DILLARDS INC CL ADDSConsumer Cyclical0.16%3,313+120+3.76%$1,750,655
AT&T INC COMTCommunication Services0.16%84,352+835+1.00%$1,746,086
VERIZON COMMUNICATIONS INC COMVZCommunication Services0.16%41,037-456-1.10%$1,737,506
KENNAMETAL INC COMKMTIndustrials0.16%49,086+64+0.13%$1,720,464
PFIZER INC COMPFEHealthcare0.16%71,307+1,085+1.55%$1,717,072
UGI CORP NEW COMUGIUtilities0.16%49,577+592+1.21%$1,712,389
UNITED PARCEL SVCS INC CL BUPSIndustrials0.16%15,837+394+2.55%$1,702,477
GENERAL MILLS INC COMGISConsumer Defensive0.15%47,185+11,971+34.00%$1,642,038
ISHARES SHORT DURATION BOND ACTIVE ETFNEAROther0.15%32,232-665-2.02%$1,632,873
KRAFT HEINZ CO COMKHCConsumer Defensive0.15%67,514+771+1.16%$1,594,677
EASTMAN CHEM CO COMEMNBasic Materials0.15%23,726+476+2.05%$1,589,167
FTAI AVIATION LTD SHSFTAIOther0.15%5,800--$1,569,074
TARGA RES CORP COMTRGPEnergy0.14%5,719--$1,533,492
SYLVAMO CORP COMMON STOCKSLVMBasic Materials0.14%40,313+7,127+21.48%$1,523,831
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBLOther0.14%26,820+13,360+99.26%$1,506,211
BERKSHIRE HATHAWAY INC DEL CL ABRK-AFinancial Services0.14%2--$1,497,700
COMCAST CORP NEW CL ACMCSACommunication Services0.14%59,294+2,962+5.26%$1,455,656
MOTLEY FOOL 100 INDEX ETFTMFCOther0.14%19,107--$1,455,213
VANGUARD SMALL-CAP GROWTH ETFVBKOther0.13%3,900+3+0.08%$1,426,230
WILLIAMS COS INC COMWMBEnergy0.13%19,140+4+0.02%$1,422,868
ISHARES CORE S&P SMALL CAP ETFIJROther0.13%9,057+625+7.41%$1,343,243
BARINGS BDC INC COMBBDCFinancial Services0.12%152,667-5,595-3.54%$1,300,722
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Other0.12%4,733-1-0.02%$1,287,139
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETFTOTLOther0.12%32,500+2,500+8.33%$1,282,775
VANGUARD UTILITIES ETFVPUOther0.12%6,460--$1,264,415
INVESTAR HOLDING CORP COMISTRFinancial Services0.12%41,805+165+0.40%$1,252,464
FIDELITY TOTAL BOND ETFFBNDOther0.11%26,988--$1,227,684
WHIRLPOOL CORP COMWHRConsumer Cyclical0.11%30,626+9,418+44.41%$1,207,276
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Other0.11%11,720--$1,172,820
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDBONDOther0.11%12,370--$1,140,637
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFBILOther0.10%12,122-5,558-31.44%$1,110,860
Steel Grove Capital Advisors, Llc Options Holdings in Q2 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026NOKNokia Corporation SponsoredCALL150,000$1,992,000
Q2 2026EPDEnterprise Products Partners L.PUT11,000$404,360

Notional value represents the total exposure of the options position.