Steele Capital Management, Inc.
RIA/Wealth
Steele Capital Management, Inc. is a RIA/Wealth based in Dubuque, IA led by Michael Daniel Steele, reporting $3.0B in AUM as of Q3 2025 with 94% ETF concentration and 59% concentrated in top 10 holdings.
CEOMichael Daniel Steele
- Portfolio Value
- $2.3B
- Positions
- 82
- Top Holding
- IVV at 11.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Steele Capital Management, Inc.'s portfolio (58.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $251.0M | 11.13% | +$973.2K Bought | — 375.1K shares | |
ETF ETF | $159.1M | 7.06% | -$257.1K Sold | — 6.1M shares | |
ETF ETF | $152.8M | 6.78% | -$3.2M Sold | — 6.6M shares | |
ETF ETF | $132.9M | 5.90% | +$3.7M Bought | — 216.6K shares | |
ETF ETF | $125.3M | 5.55% | -$989.4K Sold | — 208.4K shares | |
ETF ETF | $122.9M | 5.45% | -$3.8M Sold | — 2.1M shares | |
ETF ETF | $103.2M | 4.58% | -$556.9K Sold | — 3.9M shares | |
ETF ETF | $97.5M | 4.32% | -$5.0M Sold | — 1.8M shares | |
ETF ETF | $88.3M | 3.92% | -$4.6M Sold | — 1.1M shares | |
ETF ETF | $88.0M | 3.90% | +$6.7M Bought | — 877.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Steele Capital Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+83.88% | |
+75.41% | |
+64.47% | |
+43.69% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-57.2% | |
-50.31% | |
-19.84% | |
-12.88% |
Analytics
Portfolio insights and performance metrics for Steele Capital Management, Inc.
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