Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Steele Capital Management, Inc. (CIK 1646695) reported $2.41B across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($246.1M, 10.19%), FNDX ($175.5M, 7.27%), SCHF ($171.1M, 7.09%), VEA ($137.9M, 5.71%), VOO ($133.8M, 5.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $246.1M | 10.19% | 376,762 | Trimmed |
| 2 | FNDX | SCHWAB STRATEGIC TR | $175.5M | 7.27% | 6.3M | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $171.1M | 7.09% | 6.9M | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $137.9M | 5.71% | 2.2M | Added |
| 5 | VOO | VANGUARD INDEX FDS | $133.8M | 5.54% | 223,899 | Added |
| 6 | QQQ | INVESCO QQQ TR | $116.3M | 4.82% | 201,452 | Trimmed |
| 7 | SCHX | SCHWAB STRATEGIC TR | $104.8M | 4.34% | 4.1M | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $103.7M | 4.30% | 1.9M | Added |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $102.8M | 4.26% | 1.3M | Added |
| 10 | AGG | ISHARES TR | $94.5M | 3.92% | 952,311 | Added |
| 11 | IJR | ISHARES TR | $80.9M | 3.35% | 650,861 | Added |
| 12 | FNDA | SCHWAB STRATEGIC TR | $68.4M | 2.83% | 2.1M | Added |
| 13 | SCHA | SCHWAB STRATEGIC TR | $65.8M | 2.73% | 2.3M | Trimmed |
| 14 | ILCV | ISHARES TR | $62.4M | 2.59% | 670,175 | Added |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $58.8M | 2.43% | 710,291 | Added |
| 16 | BND | VANGUARD BD INDEX FDS | $56.0M | 2.32% | 760,472 | Added |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $40.9M | 1.69% | 212,953 | Added |
| 18 | AAPL | APPLE INC | $34.5M | 1.43% | 136,131 | Added |
| 19 | SCHD | SCHWAB STRATEGIC TR | $34.6M | 1.43% | 1.1M | Added |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $33.6M | 1.39% | 306,128 | Added |
| 21 | VYM | VANGUARD WHITEHALL FDS | $26.7M | 1.11% | 180,206 | Added |
| 22 | ICSH | ISHARES TR | $24.9M | 1.03% | 492,482 | Added |
| 23 | SPLG | SPDR SERIES TRUST | $24.0M | 0.99% | 313,521 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $23.5M | 0.97% | 119,739 | Added |
| 25 | JCPB | J P MORGAN EXCHANGE TRADED F | $22.7M | 0.94% | 483,143 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31