Steele Capital Management, Inc. Portfolio Holdings
Steele Capital Management, Inc.
- $2.33 Trillion
- Q4 2025
Steele Capital Management, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.33 Trillion distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $258B, Schwab Fundamental U S Large C with a value of $166B, Schwab Strategic Tr Intl Eqty with a value of $162B, Vanguard Index Fds S&P 500 ETF with a value of $137B, and Vanguard Ftse Developed Market with a value of $132B.
Examining the 13F form we can see an increase of $75.1B in the current position value, from $2.25T to 2.33T.
Steele Capital Management, Inc. is based out at Dubuque, IA
Below you can find more details about Steele Capital Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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