Steele Capital Management, Inc.
•CIK: 1646695•Filing: Q4 2025
**Steele Capital Management, Inc.** manages $2.3B across a diversified portfolio of 79 positions. The firm exhibits a notable allocation to core U.S. equity exposure, highlighted by significant holdings in IVV ($258.5M) and VOO ($137.3M). Further diversification is evident through substantial allocations to international and sector-specific indices, including VEA ($131.8M) and SCHF ($161.7M). This positioning suggests a systematic, multi-asset approach targeting broad market capture.
Total AUM
$2.3B
QoQ Performance
+3.3%
Positions
44
Top 10 Concentration
59.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
FNDX
SCHF
VOO
VEA
NDQ
IVV11.1%
FNDX7.1%
SCHF6.9%
VOO5.9%
VEA5.7%
NDQ5.4%
SCHX4.6%
VWO4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.2%
ETF17.0%
Technology2.9%
Financial0.8%
Consumer0.6%
Industrial0.2%
Healthcare0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$950.3K
—
ISHARES TR
SOLD
$497.9K
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
↑44 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023