SEC Form 13F · Q2 2026

Silver Grove Financial Group, Inc.

Institutional Holdings Report

13F-HRNY
$184.8M
Portfolio Value
2,450
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Silver Grove Financial Group, Inc.
CIK
2111172
Accession No.
0002111172-26-000004
Location
ORCHARD PARK, NY
Form Type
13F-HR
Portfolio Value
$184.8M
Holdings Reported
2,450
Reporting Period
Q2 2026
Filed
August 13, 2026

About this Filing

Silver Grove Financial Group, Inc. is an institutional investment manager based in ORCHARD PARK, NY reporting approximately $184.8M in 13(f) securities across 2,450 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.