Steele Capital Management
$2.7B 13F equity value
89 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Steele Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 377,597 | $283M | 10.4% |
| FNDX | SCHWAB STRATEGIC TR | 6,423,407 | $200M | 7.4% |
| SCHF | SCHWAB STRATEGIC TR | 7,056,392 | $196M | 7.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 2,224,154 | $158M | 5.8% |
| VOO | VANGUARD INDEX FDS | 225,206 | $155M | 5.7% |
| QQQ | INVESCO QQQ TR | 200,903 | $148M | 5.4% |
| SCHX | SCHWAB STRATEGIC TR | 4,110,047 | $121M | 4.5% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,972,443 | $118M | 4.3% |
| IJR | ISHARES TR | 704,827 | $105M | 3.8% |
| VCSH | VANGUARD SCOTTSDALE FDS | 1,295,469 | $102M | 3.8% |
Track Steele Capital Management's 13F portfolio: $2.7B in reported holdings, 89 positions. Top holdings and quarterly changes on SentiSense.
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