Silver Grove Financial Group, Inc.
All 13F Filings
- Location
- Orchard Park, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 214,266
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 2,609 | 214,266 | 13F-HR | Silver Grove Financial Group, Inc. |
| 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 | 116.9 K | 54.6% | 11.45 K | 0 | 11.45 K |
| ETFs | 95.52 K | 44.6% | 17.99 K | 0 | 17.99 K |
| Debt | 1.785 K | 0.8% | 53 | 0 | 53 |
| Other | 27 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
214,266
Holdings
2609
QoQ value change ($000)
29,477
(16.0%)
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.