Silver Grove Financial Group, Inc.
•CIK: 2111172•Filing: Q4 2025
**Silver Grove Financial Group, Inc.** manages $115M across a diversified portfolio of 133 positions. The fund exhibits notable concentration in technology and sector-specific plays, with SECT representing the largest holding at $10.1M. Core allocations include VOO ($7.2M), AGG ($6.1M), and NVDA ($4.9M), signaling a blend of broad market exposure and high-conviction growth bets. This structure suggests a tactical approach balancing established indices with targeted sector overweighting.
Total AUM
$115.5M
QoQ Performance
N/A
Positions
107
Top 10 Concentration
43.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SECT
VOO
AGG
SECT8.7%
VOO6.3%
AGG5.3%
NVDA4.2%
AAPL4.1%
EDGF3.8%
MSFT3.5%
NDQ3.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other60.8%
Technology19.6%
ETF8.6%
Consumer4.5%
Financial4.4%
Healthcare0.8%
Energy0.5%
Consumer Staples0.4%