Silver Grove Financial Group, Inc.
All 13F Filings
- Location
- Orchard Park, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 184,789
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 2,450 | 184,789 | 13F-HR | Silver Grove Financial Group, Inc. |
| Q1 2026 | 5/15/2026 | 646 | 124,374 | 13F-HR | Silver Grove Financial Group, Inc. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.4 K | 57.1% | 31.78 K | 0 | 31.78 K |
| ETFs | 77.53 K | 42.0% | 27.87 K | 0 | 27.87 K |
| Debt | 1.732 K | 0.9% | 686 | 0 | 686 |
| Other | 26 | 0.0% | 26 | 0 | 26 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
184,789
Holdings
2450
QoQ value change ($000)
60,415
(48.6%)
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.