Steele Capital Management
$2.4B Assets Reported
88 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 376,762 | $246M | 10.2% |
| FNDX | SCHWAB STRATEGIC TR | 6,300,154 | $175M | 7.3% |
| SCHF | SCHWAB STRATEGIC TR | 6,911,388 | $171M | 7.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 2,152,149 | $138M | 5.7% |
| VOO | VANGUARD INDEX FDS | 223,899 | $134M | 5.5% |
| QQQ | INVESCO QQQ TR | 201,452 | $116M | 4.8% |
| SCHX | SCHWAB STRATEGIC TR | 4,082,829 | $105M | 4.3% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,918,432 | $104M | 4.3% |
| VCSH | VANGUARD SCOTTSDALE FDS | 1,296,479 | $103M | 4.3% |
| AGG | ISHARES TR | 952,311 | $95M | 3.9% |
Track Steele Capital Management's 13F portfolio: $2.4B in reported holdings, 88 positions. Top holdings, AUM, and quarterly changes on SentiSense.