§ 13F · FUND PROFILE
Steele Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2084.2T (13F)Positions · 80Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 377K | $258.5T | 11.1% | +1% |
| 2 | FNDX | SCHWAB STRATEGIC TR | 6.11M | $166.3T | 7.1% | +1% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 6.73M | $161.7T | 6.9% | +3% |
| 4 | VOO | VANGUARD INDEX FDS | 219K | $137.3T | 5.9% | +1% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 2.11M | $131.8T | 5.7% | +3% |
| 6 | QQQ | INVESCO QQQ TR | 205K | $126.2T | 5.4% | −1% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 3.99M | $107.2T | 4.6% | +2% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 1.85M | $99.6T | 4.3% | +3% |
| 9 | AGG | ISHARES TR | 933K | $93.2T | 4.0% | +6% |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 1.16M | $92.7T | 4.0% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEELE SIGNAL
AC read
Steele Capital Management, Inc. is a Other fund managing $2084248.7 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed