13F Insight
DOSSIER · 13F-HR · Q1 2026

Silver Grove Financial Group, Inc.

Silver Grove Financial's family office based in Boston, MA — $124M in tracked AUM across 646 positions as of Q1 2026.

SG
Silver Grove Financial·Boston, MA·Family Office
CIK 0002111172 · last filed Mar 31, 2026
Total AUM
$124M
▲ 3.4%
vs prior
Holdings
646
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Silver Grove Financial Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SECT
NORTHERN LTS FD TR IV
$9M153K7.4%
02
VOO
VANGUARD S&P 500
$7M12K5.6%
03
EDGF
ADVISORS INNER CIRCLE FD II
$6M255K5.1%
04
AGG
iShares Core U.S. Aggregate Bond ETF
$6M58K4.6%
05
NVDA
NVIDIA CORPORATION
$5M27K3.9%
06
AAPL
APPLE INC
$4M17K3.5%
07
QQQ
INVESCO QQQ TR
$3M6K2.6%
08
MSFT
MICROSOFT CORP
$3M9K2.6%
09
AMZN
AMAZON COM INC
$2M11K1.9%
10
GOOGL
ALPHABET INC
$2M8K1.7%

Filing history

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