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Craig Sneed

Steel Grove Capital Advisors, Llc

Assets Managed
$949.216M
Holdings
218
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-1.41%(2Q avg: 6.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Steel Grove Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Steel Grove Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 949.216M in assets, with a quarterly growth rate of -1.41% and a 2-quarter average growth rate of 6.44%. The portfolio is managed by Craig Sneed, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.67%
22.89%
$217.197M
363,479 shares@ $597.56 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.13%
15.69%
$148.921M
258,015 shares@ $577.19 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.3%
8.59%
$81.446M
467,009 shares@ $174.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.44%
5.61%
$53.2M
185,006 shares@ $287.56 avg price
DIA
Spdr Djia Trust
Recent Activity
4.13%
$39.172M
84,570 shares@ $463.19 avg price
DSTL
Distillate Us Fundamental St
Recent Activity
Increased 6.31%
3.79%
$35.889M
620,063 shares@ $57.89 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 0.43%
2.62%
$24.851M
43,436 shares@ $572.14 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Decreased -0.11%
1.84%
$17.408M
453,090 shares@ $38.43 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.48%
1.81%
$17.136M
26,233 shares@ $653.21 avg price
UYLD
Angel Oak Ultrashort Income
Recent Activity
Decreased -0.03%
1.47%
$13.944M
273,229 shares@ $51.04 avg price

1-10 of 218