13F Filings History of Steele Capital Management, Inc.

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$2,329,967,928
Signature - Title
Kathryn L Moran - CFO/CCO
Location
Dubuque, IA
Summary
This page shows a list of all the recent 13F filings made by Steele Capital Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Steele Capital Management, Inc. reported 79 stock holdings with total value $2,329,967,928 as of Q4 2025. Top holdings included IVV, FNDX, SCHF, VOO, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $2,329,967,928 +$57,532,763 -$13,558,423 +$43,974,340 IVV, FNDX, SCHF, VOO, VEA 13F-HR 27 Jan 2026, 14:47
Q3 2025 82 $2,254,885,391 +$74,124,427 -$41,967,938 +$32,156,489 IVV, FNDX, SCHF, VOO, QQQ 13F-HR 24 Oct 2025, 10:44
Q2 2025 80 $2,084,248,675 +$50,163,566 -$26,782,465 +$23,381,101 IVV, FNDX, SCHF, VEA, VOO 13F-HR 22 Jul 2025, 10:23
Q1 2025 79 $1,920,993,191 +$39,374,136 -$2,137,096 +$37,237,040 IVV, FNDX, SCHF, VOO, VEA 13F-HR 16 Apr 2025, 12:41
Q4 2024 77 $1,920,788,223 +$339,223,220 -$9,515,968 +$329,707,252 IVV, FNDX, SCHF, VOO, QQQ 13F-HR 31 Jan 2025, 14:10
Q3 2024 75 $1,913,274,056 +$127,559,576 -$112,494,622 +$15,064,954 IVV, FNDX, SCHF, VOO, VEA 13F-HR 08 Nov 2024, 16:13
Q2 2024 177 $1,792,000,034 +$53,918,582 -$10,717,739 +$43,200,843 IVV, SCHF, FNDX, QQQ, SCHX 13F-HR 16 Jul 2024, 15:50
Q1 2024 177 $1,741,367,282 +$131,525,966 -$15,662,445 +$115,863,521 IVV, SCHF, FNDX, QQQ, AGG 13F-HR 18 Apr 2024, 15:49
Q4 2023 165 $1,536,410,559 $0 $0 $0 SCHF, IVV, FNDX, QQQ, VCSH 13F-HR 05 Feb 2024, 15:21