Steele Capital Management, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Jul 22, 2025
Value $
$2.08B
Signature - Title
Kathryn Moran - 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 80 stock holdings with total value $2.08B as of Q2 2025. Top holdings included IVV, FNDX, SCHF, VEA, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 80 $2.08B +$50.2M -$26.8M +$23.4M IVV, FNDX, SCHF, VEA, VOO 13F-HR 7/22/2025, 10:23 AM
Q1 2025 79 $1.92B +$39.4M -$2.14M +$37.2M IVV, FNDX, SCHF, VOO, VEA 13F-HR 4/16/2025, 12:41 PM
Q4 2024 77 $1.92B +$339M -$9.52M +$330M IVV, FNDX, SCHF, VOO, QQQ 13F-HR 1/31/2025, 02:10 PM
Q3 2024 75 $1.91B +$128M -$112M +$15.1M IVV, FNDX, SCHF, VOO, VEA 13F-HR 11/8/2024, 04:13 PM
Q2 2024 177 $1.79B +$53.9M -$10.7M +$43.2M IVV, SCHF, FNDX, QQQ, SCHX 13F-HR 7/16/2024, 03:50 PM
Q1 2024 177 $1.74B +$132M -$15.7M +$116M IVV, SCHF, FNDX, QQQ, AGG 13F-HR 4/18/2024, 03:49 PM
Q4 2023 165 $1.54B SCHF, IVV, FNDX, QQQ, VCSH 13F-HR 2/5/2024, 03:21 PM