Silver Grove Financial Group, Inc.
All 13F Filings
- Location
- Orchard Park, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 115,487
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 191 | 115,487 | 13F-HR | Silver Grove Financial Group, Inc. |
| Q3 2025 | 2/13/2026 | 191 | 105,400 | 13F-HR | Silver Grove Financial Group, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 94.38 K | 81.7% | 7.638 K | 0 | 7.638 K |
| ETFs | 18.8 K | 16.3% | 2.361 K | 0 | 2.361 K |
| Debt | 984 | 0.9% | 0 | 0 | 0 |
| Other | 1.311 K | 1.1% | 79 | 0 | 79 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
115,487
Holdings
191
QoQ value change ($000)
10,087
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.