Steele Capital Management, Inc. — 13F Holdings & Portfolio

CIK 1646695 · latest 13F-HR filed 2026-07-28

Steele Capital Management, Inc. manages $2.72B in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (10.41%), FNDX (7.35%), SCHF (7.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 4, added to 54, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1000 JACKSON STREET
SUITE 201
DUBUQUE, IA 52001
Phone
(563) 588-2097
Filing Manager
Steele Capital Management, Inc.
DUBUQUE, IA
Signatory
Kathryn Moran
CCO
Loading holdings…
AUM

$2.72B

Long-equity book

Holdings

85

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+3 / −4 / ↑54 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$36.7M +14.9%
  • INVESCO QQQ TR$31.8M +27.4%
  • SCHWAB STRATEGIC TR$24.7M +14.5%
  • SCHWAB STRATEGIC TR$24.3M +13.9%
  • ISHARES TR$23.6M +29.2%
Show all 54

Top Trims

  • VANGUARD BD INDEX FDS-$6.3M -11.3%
  • VANGUARD SCOTTSDALE FDS-$3.6M -63.5%
  • VANGUARD WHITEHALL FDS-$2.6M -9.9%
  • SELECT SECTOR SPDR TR-$2.5M -15.1%
  • VANGUARD STAR FDS-$1.8M -37.9%
Show all 17

New Positions

  • ISHARES TR$6.5M
  • VANGUARD INDEX FDS$1.8M
  • SCHWAB STRATEGIC TR$291.1K
Show all 3

Exited Positions

  • NICOLET BANKSHARES INC$1.7M
  • VANGUARD INSTL INDEX FD$1.2M
  • DIREXION SHARES ETF TRUST$372.4K
  • COUPANG INC$209.6K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $282.8M 10.41% 377,597 SH
2 SCHWAB STRATEGIC TR FNDX 808524771 $199.8M 7.35% 6,423,407 SH
3 SCHWAB STRATEGIC TR SCHF 808524805 $195.8M 7.20% 7,056,392 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $158.5M 5.83% 2,224,154 SH
5 VANGUARD INDEX FDS VOO 922908363 $154.7M 5.69% 225,206 SH
6 INVESCO QQQ TR QQQ 46090E103 $148.1M 5.45% 200,903 SH
7 SCHWAB STRATEGIC TR SCHX 808524201 $121.1M 4.46% 4,110,047 SH
8 VANGUARD INTL EQUITY INDEX F VWO 922042858 $117.7M 4.33% 1,972,443 SH
9 ISHARES TR IJR 464287804 $104.5M 3.85% 704,827 SH
10 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $102.4M 3.77% 1,295,469 SH
11 ISHARES TR AGG 464287226 $98.2M 3.61% 991,812 SH
12 SCHWAB STRATEGIC TR FNDA 808524763 $82.8M 3.05% 2,176,267 SH
13 SCHWAB STRATEGIC TR SCHA 808524607 $82.2M 3.03% 2,273,743 SH
14 ISHARES TR ILCV 464288109 $68.3M 2.51% 674,771 SH
15 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $63.0M 2.32% 762,109 SH
16 VANGUARD BD INDEX FDS BND 921937835 $49.7M 1.83% 676,531 SH
17 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $47.2M 1.74% 221,915 SH
18 VANGUARD SCOTTSDALE FDS VONG 92206C680 $39.1M 1.44% 306,208 SH
19 APPLE INC AAPL 037833100 $38.2M 1.41% 132,054 SH
20 SCHWAB STRATEGIC TR SCHD 808524797 $37.1M 1.36% 1,169,147 SH
21 VANGUARD INDEX FDS VTV 922908744 $27.8M 1.02% 127,476 SH
22 SPDR SERIES TRUST SPYM 78464A854 $27.4M 1.01% 311,237 SH
23 ISHARES TR ICSH 46434V878 $26.2M 0.96% 518,375 SH
24 VANGUARD WHITEHALL FDS VYM 921946406 $24.1M 0.89% 152,205 SH
25 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $23.2M 0.86% 32,975 SH
26 NVIDIA CORPORATION NVDA 67066G104 $22.9M 0.84% 114,599 SH
27 ISHARES TR IUSV 464287663 $22.8M 0.84% 206,988 SH
28 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $22.1M 0.81% 471,492 SH
29 ISHARES TR IMCG 464288307 $20.2M 0.74% 205,307 SH
30 ISHARES TR IMCV 464288406 $19.2M 0.71% 209,721 SH
31 ISHARES TR IMCB 464288208 $18.7M 0.69% 193,311 SH
32 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $18.3M 0.67% 36,537 SH
33 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $16.6M 0.61% 293,175 SH
34 VANGUARD INDEX FDS VBR 922908611 $16.1M 0.59% 66,141 SH
35 GLOBAL X FDS AIQ 37954Y632 $14.9M 0.55% 227,715 SH
36 AMAZON COM INC AMZN 023135106 $14.9M 0.55% 62,468 SH
37 ISHARES TR ISCV 464288703 $14.8M 0.55% 189,142 SH
38 SELECT SECTOR SPDR TR XLE 81369Y506 $13.8M 0.51% 259,203 SH
39 ISHARES TR ISCG 464288604 $11.8M 0.43% 180,159 SH
40 SCHWAB STRATEGIC TR SCHE 808524706 $10.4M 0.38% 287,095 SH
41 ISHARES TR IDEV 46435G326 $9.7M 0.36% 109,178 SH
42 NEOS ETF TRUST SPYI 78433H303 $9.2M 0.34% 173,620 SH
43 VANGUARD INDEX FDS VTI 922908769 $8.7M 0.32% 23,584 SH
44 ISHARES INC IEMG 46434G103 $6.8M 0.25% 81,760 SH
45 SELECT SECTOR SPDR TR XLY 81369Y407 $6.6M 0.24% 56,671 SH
46 ISHARES TR SOXX 464287523 $6.5M 0.24% 10,121 SH
47 DEERE & CO DE 244199105 $6.4M 0.23% 10,006 SH
48 SCHWAB STRATEGIC TR SCHG 808524300 $5.9M 0.22% 175,472 SH
49 ISHARES TR ITA 464288760 $5.7M 0.21% 23,467 SH
50 SCHWAB STRATEGIC TR SCHM 808524508 $5.6M 0.21% 151,201 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $2.72B 85 0001646695-26-000003
2026-03-31 2026-04-29 $2.41B 86 0001646695-26-000002
2025-12-31 2026-01-27 $2.33B 79 0001646695-26-000001