STEEL GROVE CAPITAL ADVISORS, LLC - Portfolio overview

STEEL GROVE CAPITAL ADVISORS, LLC has 242 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500 ETF, 22.18%
2. QQQ - INVESCO QQQ TRUST SERIES I, 15.21%
3. NVDA - NVIDIA CORPORATION COM, 8.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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