Steele Capital Management, Inc. - Portfolio overview

Steele Capital Management, Inc. has 94 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.07%
2. FNDX - SCHWAB STRATEGIC TR, 7.18%
3. SCHF - SCHWAB STRATEGIC TR, 7.00%

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

Explore securities or join Upside Invest to compare portfolios.