Universe · entity
Steele Capital Management, Inc.
Institutional manager (13F) · CIK 1646695
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $246M | 376,762 |
| 2 | SCHWAB STRATEGIC TR | $175M | 6,300,154 |
| 3 | SCHWAB STRATEGIC TR | $171M | 6,911,388 |
| 4 | VANGUARD TAX-MANAGED FDS | $138M | 2,152,149 |
| 5 | VANGUARD INDEX FDS | $134M | 223,899 |
| 6 | INVESCO QQQ TR | $116M | 201,452 |
| 7 | SCHWAB STRATEGIC TR | $105M | 4,082,829 |
| 8 | VANGUARD INTL EQUITY INDEX F | $104M | 1,918,432 |
| 9 | VANGUARD SCOTTSDALE FDS | $103M | 1,296,479 |
| 10 | ISHARES TR | $95M | 952,311 |
| 11 | ISHARES TR | $81M | 650,861 |
| 12 | SCHWAB STRATEGIC TR | $68M | 2,107,699 |
| 13 | SCHWAB STRATEGIC TR | $66M | 2,262,086 |
| 14 | ISHARES TR | $62M | 670,175 |
| 15 | VANGUARD SCOTTSDALE FDS | $59M | 710,291 |
| 16 | VANGUARD BD INDEX FDS | $56M | 760,472 |
| 17 | INVESCO EXCHANGE TRADED FD T | $41M | 212,953 |
| 18 | SCHWAB STRATEGIC TR | $35M | 1,126,574 |
| 19 | APPLE INC | $35M | 136,131 |
| 20 | VANGUARD SCOTTSDALE FDS | $34M | 306,128 |
| 21 | VANGUARD WHITEHALL FDS | $27M | 180,206 |
| 22 | ISHARES TR | $25M | 492,482 |
| 23 | SPDR SERIES TRUST | $24M | 313,521 |
| 24 | VANGUARD INDEX FDS | $23M | 119,739 |
| 25 | J P MORGAN EXCHANGE TRADED F | $23M | 483,143 |
| 26 | ISHARES TR | $21M | 209,516 |
| 27 | STATE STR SPDR S&P MIDCAP 40 | $20M | 33,057 |
| 28 | NVIDIA CORPORATION | $20M | 116,270 |
| 29 | BERKSHIRE HATHAWAY INC DEL | $19M | 38,769 |
| 30 | ISHARES TR | $18M | 207,319 |
| 31 | J P MORGAN EXCHANGE TRADED F | $18M | 308,905 |
| 32 | SELECT SECTOR SPDR TR | $16M | 264,736 |
| 33 | ISHARES TR | $16M | 203,880 |
| 34 | ISHARES TR | $16M | 191,542 |
| 35 | VANGUARD INDEX FDS | $15M | 70,714 |
| 36 | ISHARES TR | $13M | 187,603 |
| 37 | AMAZON COM INC | $13M | 62,209 |
| 38 | VANGUARD INDEX FDS | $10M | 32,438 |
| 39 | GLOBAL X FDS | $10M | 214,100 |
| 40 | ISHARES TR | $10M | 178,503 |
| 41 | SCHWAB STRATEGIC TR | $10M | 292,361 |
| 42 | ISHARES TR | $9M | 111,400 |
| 43 | NEOS ETF TRUST | $8M | 161,913 |
| 44 | SELECT SECTOR SPDR TR | $6M | 57,360 |
| 45 | VANECK ETF TRUST | $6M | 43,990 |
| 46 | DEERE & CO | $6M | 10,005 |
| 47 | VANGUARD SCOTTSDALE FDS | $6M | 96,314 |
| 48 | ISHARES INC | $5M | 77,388 |
| 49 | SCHWAB STRATEGIC TR | $5M | 176,330 |
| 50 | MICROSOFT CORP | $5M | 13,607 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.