Fund HoldingsSteele Capital Management, Inc.

Total Portfolio Value
$2.33B
Total Bought
$132.83M
Total Sold
$65.55M
Net Transaction
+$67.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0311,559+311,559024,9931.07%+24,993
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0271,962+271,962012,1590.52%+12,159
SCHWAB STRATEGIC TR6,562,2366,727,377+165,141152,769161,7266.94%+8,957
VANGUARD TAX-MANAGED FDS2,050,9502,110,333+59,383122,893131,8325.66%+8,940
ISHARES TR375,050377,396+2,346251,021258,49411.09%+7,473
SELECT SECTOR SPDR TR
ST STR DISCR ETF
061,896+61,89607,3910.32%+7,391
SCHWAB STRATEGIC TR6,050,3966,112,690+62,294159,125166,3267.14%+7,201
ISHARES TR877,509933,394+55,88587,97093,2274.00%+5,257
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
1,105,1941,163,215+58,02188,33892,7433.98%+4,405
VANGUARD INDEX FDS216,604218,957+2,353132,943137,3155.89%+4,371
SCHWAB STRATEGIC TR3,915,5803,985,073+69,493103,242107,2384.60%+3,996
ISHARES TR663,259670,081+6,82259,70763,2292.71%+3,522
SCHWAB STRATEGIC TR1,965,4552,047,126+81,67161,24464,5052.77%+3,261
SPDR SERIES TRUST
ST STR NUVEE ETF
058,217+58,21702,6610.11%+2,661
ISHARES TR616,608630,262+13,65473,27275,7453.25%+2,473
SPDR SERIES TRUST
ST STR AGGRE ETF
084,461+84,46102,1750.09%+2,175
VANGUARD INDEX FDS93,663103,185+9,52217,55419,7070.85%+2,153
VANGUARD INTL EQUITY INDEX F1,799,8271,851,829+52,00297,51599,5544.27%+2,040
APPLE INC(AAPL)131,616130,201-1,41533,51335,3971.52%+1,883
NEOS ETF TRUST
NEOS S&P 500 HI
126,005160,190+34,1856,5908,4150.36%+1,825
ISHARES TR
ULTRA SHORT DUR
405,431440,652+35,22120,57622,2880.96%+1,713
SCHWAB STRATEGIC TR2,258,4202,273,570+15,15063,05864,7512.78%+1,693
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
189,509194,782+5,27335,95037,3131.60%+1,363
VANECK ETF TRUST
URANI NUCLE ETF
21,68033,695+12,0152,9414,1850.18%+1,244
GLOBAL X FDS
ARTIFICIAL ETF
187,115205,448+18,3339,24210,4580.45%+1,217
NETFLIX INC(NFLX)011,450+11,45001,0740.05%+1,074
ISHARES TR16,47720,977+4,5003,4484,5040.19%+1,056
VANGUARD WHITEHALL FDS131,725136,510+4,78518,56719,5920.84%+1,025
SELECT SECTOR SPDR TR
ST STR FINL ETF
017,160+17,16009400.04%+940
INVESCO QQQ TR208,391205,424-2,967125,256126,1945.42%+938
ALPHABET INC(GOOG)10,45210,441-112,5463,2760.14%+731
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
298,725301,550+2,82535,99636,7141.58%+717
ISHARES TR204,066206,652+2,58616,39717,0150.73%+618
AMAZON COM INC(AMZN)65,64964,729-92014,41414,9410.64%+526
ISHARES TR184,974187,179+2,20512,32612,8220.55%+495
VANGUARD BD INDEX FDS550,828559,145+8,31740,96541,4161.78%+451
ISHARES TR212,274210,907-1,36721,21721,6260.93%+410
VANGUARD MUN BD FDS48,70556,255+7,5502,4392,8290.12%+390
DIREXION SHS ETF TR
DLY 20 YR TRESUR
010,327+10,32703850.02%+385
VANGUARD INDEX FDS51,04152,268+1,22710,70011,0700.48%+370
ISHARES INC
CORE MSCI EMKT
74,12577,124+2,9994,8865,1840.22%+298
ISHARES TR176,783178,213+1,4309,6019,8840.42%+283
COUPANG INC(CPNG)011,100+11,10002620.01%+262
SPDR S&P MIDCAP 400 ETF TR(MDY)33,33133,223-10819,92020,1150.86%+195
DARLING INGREDIENTS INC(DAR)37,50037,50001,1581,3500.06%+192
SCHWAB STRATEGIC TR147,879151,201+3,3224,3834,5470.20%+163
ISHARES TR
CORE MSCI INTL
114,219112,948-1,2719,1579,3160.40%+159
SPDR INDEX SHS FDS
ST STR PO EX ETF
85,84886,196+3483,6733,8280.16%+155
ISHARES TR187,000189,190+2,19015,53015,6520.67%+121
EXXON MOBIL CORP15,90915,911+21,7941,9150.08%+121
PALANTIR TECHNOLOGIES INC(PLTR)26,64727,987+1,3404,8614,9750.21%+114
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
27,41827,438+203,1443,2420.14%+98
BANK AMERICA CORP19,19919,529+3309901,0740.05%+84
DEERE & CO(DE)10,47010,405-654,8054,8610.21%+56
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
22,76322,76301,3091,3360.06%+27
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
10,56410,56404724920.02%+20
ENTERPRISE PRODS PARTNERS L(EPD)22,82222,82207147320.03%+18
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
10,07410,07407387560.03%+18
FORD MTR CO(F)21,92721,174-7532622780.01%+16
SOFI TECHNOLOGIES INC(SOFI)10,75010,75002842810.01%-3
SCHWAB STRATEGIC TR190,339185,382-4,9576,0746,0470.26%-27
FS CREDIT OPPORTUNITIES CORP(FSCO)60,00060,00004153780.02%-37
ABBVIE INC(ABBV)13,18013,181+13,0523,0120.13%-40
UMB FINL CORP(UMBF)12,36312,367+41,4681,4280.06%-40
AT&T INC(T)14,16314,171+84003520.02%-48
RENASANT CORP33,75033,600-1501,2451,1910.05%-54
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
705,022707,275+2,25359,29959,2342.54%-65
ISHARES TR37,91436,534-1,3802,0111,9320.08%-79
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
51,15044,981-6,1691,0008810.04%-120
SCHWAB STRATEGIC TR108,08499,976-8,1083,1462,9600.13%-186
BERKSHIRE HATHAWAY INC DEL33,67433,225-44916,92916,7010.72%-229
SCHWAB STRATEGIC TR297,239294,008-3,2319,9199,6290.41%-290
NVIDIA CORPORATION(NVDA)119,486117,182-2,30422,29521,8550.94%-440
ISHARES TR
IBONDS DEC2026
18,8760-18,8764590-459
ISHARES TR201,840203,324+1,48416,69816,2330.70%-465
MICROSOFT CORP(MSFT)14,21414,248+347,3626,8900.30%-472
ISHARES TR21,3100-21,3104980-498
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
317,733304,966-12,76718,14317,5830.75%-560
ISHARES TR
TRS FLT RT BD
24,96813,168-11,8001,2636640.03%-599
ISHARES TR30,3030-30,3037090-709
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
519,157501,394-17,76324,68623,8341.02%-852
SELECT SECTOR SPDR TR
ST STR FINL ETF
17,1600-17,1609240-924
ISHARES TR40,9250-40,9259500-950
ISHARES TR44,4910-44,4911,1210-1,121
SCHWAB STRATEGIC TR1,174,4031,124,984-49,41932,06130,8581.32%-1,203
ISHARES TR14,8290-14,8291,4930-1,493
SPDR SERIES TRUST
ST STR AGGRE ETF
85,5550-85,5552,2120-2,212
SPDR SERIES TRUST
ST STR NUVEE ETF
67,7330-67,7333,0870-3,087
SELECT SECTOR SPDR TR
ST STR DISCR ETF
31,2880-31,2887,4980-7,498
SELECT SECTOR SPDR TR
ST STR ENERG ETF
139,3710-139,37112,4510-12,451
SPDR SERIES TRUST
ST STR P500ETF
314,0310-314,03124,6010-24,601
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