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Ryan Seufert

Silver Grove Financial Group, Inc.

Assets Managed
$124.374M
Holdings
515
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
7.7%(2Q avg: 8.64%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Silver Grove Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 515 positions.

Assets under management

The assets under management (AUM) of Silver Grove Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 124.374M in assets, with a quarterly growth rate of 7.7% and a 2-quarter average growth rate of 8.64%. The portfolio is managed by Ryan Seufert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SECT
Main Sector Rotation Etf
Recent Activity
Decreased -1.99%
7.45%
$9.256M
153,271 shares@ $60.39 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.38%
5.62%
$6.984M
11,688 shares@ $597.57 avg price
EDGF
3edge Dynamic Fixed Incm Etf
Recent Activity
Increased 43.23%
5.07%
$6.304M
254,865 shares@ $24.74 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -6.06%
4.62%
$5.735M
57,777 shares@ $99.27 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.22%
3.86%
$4.792M
27,480 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.87%
3.54%
$4.399M
17,334 shares@ $253.79 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.06%
2.63%
$3.263M
5,653 shares@ $577.15 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.63%
2.58%
$3.204M
8,657 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 6.6%
1.91%
$2.364M
11,352 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.52%
1.74%
$2.161M
7,514 shares@ $287.55 avg price

1-10 of 515