What does Steele Capital Management, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$246M377K10.2%

SCHWAB STRATEGIC TR

$175M6.3M7.3%

SCHWAB STRATEGIC TR

$171M6.9M7.1%

VANGUARD TAX-MANAGED FDS

$138M2.2M5.7%

VANGUARD INDEX FDS

$134M224K5.5%

INVESCO QQQ TR

$116M201K4.8%

SCHWAB STRATEGIC TR

$105M4.1M4.3%

VANGUARD INTL EQUITY INDEX F

$104M1.9M4.3%

VANGUARD SCOTTSDALE FDS

$103M1.3M4.3%

ISHARES TR

$95M952K3.9%

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