DOSSIER · 13F-HR · Q1 2026

Steele Capital Management, Inc.

$2.4B in tracked AUM across 86 positions as of Q1 2026.

SC
CIK 0001646695 · last filed Mar 31, 2026
Total AUM
$2.4B
as of Q1 2026
Holdings
86
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Steele Capital Management, 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
IVV
ISHARES TR
$246M377K10.2%
02
FNDX
SCHWAB STRATEGIC TR
$175M6.3M7.3%
03
SCHF
SCHWAB STRATEGIC TR
$171M6.9M7.1%
04
VEA
VANGUARD TAX-MANAGED FDS
$138M2.2M5.7%
05
VOO
VANGUARD INDEX FDS
$134M224K5.5%
06
QQQ
INVESCO QQQ TR
$116M201K4.8%
07
SCHX
SCHWAB STRATEGIC TR
$105M4.1M4.3%
08
VWO
VANGUARD INTL EQUITY INDEX F
$104M1.9M4.3%
09
VCSH
VANGUARD SCOTTSDALE FDS
$103M1.3M4.3%
10
AGG
ISHARES TR
$95M952K3.9%

Filing history

2026Q1Mar 31
$2.4B 3.6%
86 positionsView →
2025Q4Dec 31
$2.3B 3.3%
79 positionsView →
2025Q3Sep 30
$2.3B 8.2%
82 positionsView →
2025Q2Jun 30
$2.1B 8.5%
80 positionsLocked
2025Q1Mar 31
$1.9B 0.0%
79 positionsLocked
2024Q4Dec 31
$1.9B 0.4%
77 positionsLocked
2024Q3Sep 30
$1.9B 6.8%
75 positionsLocked
2024Q2Jun 30
$1.8B 2.9%
177 positionsLocked
2024Q1Mar 31
$1.7B 13.3%
177 positionsLocked
2023Q4Dec 31
$1.5B
165 positionsLocked