Steel Peak Wealth Management
Latest statistics and disclosures from SteelPeak Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, AMZN, MSFT, QQQ, and represent 21.24% of SteelPeak Wealth's stock portfolio.
- Added to shares of these 10 stocks: BTC (+$31M), IGM (+$25M), NVDA (+$24M), AAPL (+$17M), MU (+$17M), INTU (+$15M), AVGO (+$15M), SPY (+$14M), OEF (+$13M), MSFT (+$11M).
- Started 104 new stock positions in MUNI, HIMS, GPIX, ETHA, GLDM, MCHP, HST, NBIS, DFII, PRU.
- Reduced shares in these 10 stocks: SPYV (-$16M), FTEC (-$15M), AMGN (-$15M), PEP (-$14M), EFG (-$12M), IYW (-$11M), TMUS (-$11M), GILD (-$11M), , XLP (-$9.7M).
- Sold out of its positions in BABA, AEP, AMT, ARGX, ARM, AVB, AVA, BEAM, BMY, CRDF.
- SteelPeak Wealth was a net buyer of stock by $191M.
- SteelPeak Wealth has $3.0B in assets under management (AUM), dropping by 16.03%.
- Central Index Key (CIK): 0001801868
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Portfolio Holdings for SteelPeak Wealth
SteelPeak Wealth holds 537 positions in its portfolio as reported in the September 2025 quarterly 13F filing
SteelPeak Wealth has 537 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SteelPeak Wealth Sept. 30, 2025 positions
- Download the SteelPeak Wealth September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $223M | +8% | 875k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 5.1 | $152M | +18% | 816k | 186.59 |
|
| Amazon (AMZN) | 3.2 | $97M | +12% | 442k | 219.57 |
|
| Microsoft Corporation (MSFT) | 2.8 | $84M | +15% | 162k | 517.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $82M | +2% | 136k | 600.85 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $80M | +21% | 120k | 666.74 |
|
| Meta Platforms Cl A (META) | 2.5 | $76M | +12% | 104k | 734.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $76M | 311k | 243.10 |
|
|
| Broadcom (AVGO) | 2.0 | $59M | +32% | 180k | 329.91 |
|
| Tesla Motors (TSLA) | 1.9 | $58M | 131k | 444.72 |
|
|
| Advanced Micro Devices (AMD) | 1.8 | $54M | +23% | 336k | 161.79 |
|
| Ishares Tr Core Total Usd (IUSB) | 1.7 | $50M | -10% | 1.1M | 46.71 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $45M | +16% | 68k | 669.30 |
|
| Palantir Technologies Cl A (PLTR) | 1.5 | $44M | -6% | 244k | 182.42 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.3 | $40M | +18% | 671k | 59.20 |
|
| Netflix (NFLX) | 1.2 | $35M | +10% | 30k | 1198.91 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $34M | -3% | 283k | 120.72 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $33M | -14% | 169k | 194.50 |
|
| Cisco Systems (CSCO) | 1.1 | $32M | -3% | 466k | 68.42 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.0 | $31M | NEW | 602k | 50.63 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $30M | +2% | 146k | 206.51 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $29M | -18% | 421k | 67.83 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.9 | $28M | +92% | 84k | 332.84 |
|
| Intuit (INTU) | 0.9 | $28M | +124% | 40k | 682.91 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $27M | -5% | 58k | 464.50 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $27M | +7% | 404k | 65.92 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.9 | $26M | +7006% | 205k | 125.95 |
|
| Qualcomm (QCOM) | 0.9 | $26M | -13% | 155k | 166.36 |
|
| Amgen (AMGN) | 0.8 | $26M | -36% | 90k | 282.20 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $25M | +19% | 137k | 183.73 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $24M | +17% | 77k | 315.43 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $21M | -8% | 86k | 241.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $20M | -6% | 81k | 243.55 |
|
| Verizon Communications (VZ) | 0.6 | $19M | -26% | 435k | 43.95 |
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $19M | +28% | 42k | 447.23 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.6 | $18M | +14% | 175k | 102.99 |
|
| Micron Technology (MU) | 0.6 | $17M | +2514% | 103k | 167.32 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $17M | +27% | 313k | 53.24 |
|
| Astrana Health Com New (ASTH) | 0.5 | $16M | +7% | 580k | 28.35 |
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $16M | +3% | 169k | 95.15 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.5 | $15M | +159% | 451k | 34.16 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.5 | $15M | +3% | 391k | 37.86 |
|
| Marvell Technology (MRVL) | 0.5 | $14M | 171k | 84.07 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $14M | -28% | 77k | 185.42 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $14M | +316% | 43k | 329.07 |
|
| Metropcs Communications (TMUS) | 0.4 | $13M | -45% | 56k | 239.38 |
|
| Applied Materials (AMAT) | 0.4 | $13M | +93% | 65k | 204.74 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.4 | $13M | 199k | 66.01 |
|
|
| Intel Corporation (INTC) | 0.4 | $13M | -6% | 387k | 33.55 |
|
| Chevron Corporation (CVX) | 0.4 | $13M | -42% | 83k | 155.29 |
|
| Home Depot (HD) | 0.4 | $13M | +13% | 32k | 405.19 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $13M | +5% | 137k | 93.37 |
|
| Linde SHS (LIN) | 0.4 | $13M | -42% | 26k | 474.99 |
|
| Merck & Co (MRK) | 0.4 | $12M | +35% | 147k | 84.66 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $12M | +19% | 47k | 256.45 |
|
| Booking Holdings (BKNG) | 0.4 | $12M | +503% | 2.2k | 5399.34 |
|
| At&t (T) | 0.4 | $12M | +13% | 420k | 28.24 |
|
| Procter & Gamble Company (PG) | 0.4 | $12M | +5% | 77k | 153.65 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $12M | -27% | 13k | 925.60 |
|
| Honeywell International (HON) | 0.4 | $12M | +10% | 56k | 210.50 |
|
| Coca-Cola Company (KO) | 0.4 | $12M | +12% | 174k | 66.80 |
|
| UnitedHealth (UNH) | 0.4 | $11M | +229% | 33k | 345.30 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $11M | 210k | 53.40 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $11M | +192% | 18k | 614.11 |
|
| T Rowe Price Etf Floating Rate (TFLR) | 0.3 | $11M | +3% | 204k | 51.45 |
|
| Altria (MO) | 0.3 | $11M | -9% | 156k | 67.10 |
|
| Pgim Short Duration High Yie (ISD) | 0.3 | $10M | +8% | 717k | 14.38 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $10M | +2% | 200k | 51.23 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $10M | +16% | 29k | 352.75 |
|
| Goldman Sachs (GS) | 0.3 | $10M | -12% | 13k | 796.36 |
|
| Caterpillar (CAT) | 0.3 | $10M | +88% | 21k | 477.14 |
|
| Visa Com Cl A (V) | 0.3 | $10M | +45% | 29k | 341.38 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $9.8M | 35k | 281.86 |
|
|
| Credicorp (BAP) | 0.3 | $9.6M | NEW | 36k | 266.28 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $9.3M | 123k | 75.39 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $9.1M | +447% | 19k | 480.12 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $9.0M | +61% | 124k | 72.77 |
|
| International Business Machines (IBM) | 0.3 | $9.0M | -29% | 32k | 282.16 |
|
| McDonald's Corporation (MCD) | 0.3 | $8.8M | +14% | 29k | 303.89 |
|
| Kinder Morgan (KMI) | 0.3 | $8.7M | +75% | 309k | 28.31 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $8.7M | +80% | 191k | 45.72 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $8.6M | +757% | 177k | 48.85 |
|
| Morgan Stanley Com New (MS) | 0.3 | $8.4M | +115% | 53k | 158.96 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $8.2M | -47% | 262k | 31.42 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $7.7M | +2% | 16k | 490.38 |
|
| American Express Company (AXP) | 0.2 | $7.4M | +625% | 22k | 332.16 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $7.0M | NEW | 34k | 209.26 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $6.8M | -2% | 46k | 148.61 |
|
| Nike CL B (NKE) | 0.2 | $6.7M | -6% | 95k | 70.10 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $6.6M | +6% | 122k | 53.87 |
|
| Pfizer (PFE) | 0.2 | $6.4M | -3% | 250k | 25.48 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $6.3M | 124k | 50.59 |
|
|
| Uber Technologies (UBER) | 0.2 | $6.2M | +9% | 64k | 97.97 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $6.1M | 36k | 170.85 |
|
|
| Abbvie (ABBV) | 0.2 | $6.0M | -47% | 26k | 231.54 |
|
| Boeing Company (BA) | 0.2 | $5.7M | +50% | 26k | 215.83 |
|
| Philip Morris International (PM) | 0.2 | $5.6M | +5% | 34k | 162.20 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $5.3M | 35k | 150.86 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $5.2M | +11% | 37k | 143.18 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $5.2M | 55k | 95.19 |
|
|
| Citigroup Com New (C) | 0.2 | $4.8M | NEW | 48k | 101.50 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $4.7M | +57% | 79k | 59.92 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $4.7M | +3% | 6.2k | 763.00 |
|
| Hp (HPQ) | 0.2 | $4.7M | +66% | 169k | 27.52 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $4.6M | +11% | 200k | 23.12 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $4.6M | -5% | 37k | 123.75 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $4.6M | +656% | 30k | 154.23 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $4.4M | +898% | 32k | 137.80 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.4M | +31% | 53k | 83.82 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $4.4M | 74k | 59.74 |
|
|
| AeroVironment (AVAV) | 0.1 | $4.3M | +48% | 14k | 314.89 |
|
| Digital Realty Trust (DLR) | 0.1 | $4.3M | +579% | 25k | 172.88 |
|
| United Parcel Service CL B (UPS) | 0.1 | $4.3M | +303% | 51k | 83.53 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $4.3M | -27% | 29k | 145.71 |
|
| PNC Financial Services (PNC) | 0.1 | $4.2M | NEW | 21k | 200.93 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $4.2M | -12% | 22k | 192.74 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $4.1M | +8% | 88k | 46.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $4.1M | +67% | 7.2k | 568.80 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $4.1M | +94% | 34k | 118.37 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $4.0M | -51% | 36k | 112.75 |
|
| Synchrony Financial (SYF) | 0.1 | $4.0M | NEW | 57k | 71.05 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $4.0M | 38k | 103.36 |
|
|
| eBay (EBAY) | 0.1 | $3.9M | -46% | 43k | 90.95 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $3.8M | +5% | 44k | 88.14 |
|
| Leidos Holdings (LDOS) | 0.1 | $3.8M | -3% | 20k | 188.96 |
|
| Herbalife Com Shs (HLF) | 0.1 | $3.8M | 450k | 8.44 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $3.8M | +61% | 37k | 103.06 |
|
| Valero Energy Corporation (VLO) | 0.1 | $3.7M | -37% | 22k | 170.26 |
|
| Deere & Company (DE) | 0.1 | $3.7M | +139% | 8.1k | 458.88 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $3.6M | 26k | 137.20 |
|
|
| Kroger (KR) | 0.1 | $3.5M | +794% | 52k | 67.41 |
|
| Celestica (CLS) | 0.1 | $3.5M | -19% | 14k | 246.38 |
|
| Ge Vernova (GEV) | 0.1 | $3.5M | +15% | 5.7k | 614.91 |
|
| MetLife (MET) | 0.1 | $3.5M | +23% | 42k | 82.37 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.5M | +175% | 19k | 187.44 |
|
| General Motors Company (GM) | 0.1 | $3.4M | NEW | 56k | 60.97 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.4M | +29% | 4.5k | 746.63 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $3.2M | +24% | 42k | 76.62 |
|
| Kellogg Company (K) | 0.1 | $3.2M | NEW | 39k | 82.02 |
|
| Duolingo Cl A Com (DUOL) | 0.1 | $3.2M | NEW | 10k | 321.84 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $3.2M | -8% | 66k | 48.72 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.2M | -15% | 38k | 84.31 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $3.2M | +87% | 43k | 73.48 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.2M | +19% | 11k | 301.17 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $3.1M | 30k | 103.40 |
|
|
| Phillips 66 (PSX) | 0.1 | $3.1M | -35% | 23k | 136.02 |
|
| AFLAC Incorporated (AFL) | 0.1 | $3.1M | +5% | 28k | 111.70 |
|
| Ameren Corporation (AEE) | 0.1 | $3.1M | NEW | 30k | 104.38 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $3.1M | NEW | 17k | 178.14 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $3.1M | +13% | 14k | 216.25 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $3.1M | -40% | 28k | 108.96 |
|
| Palo Alto Networks (PANW) | 0.1 | $3.1M | +36% | 15k | 203.62 |
|
| Hasbro (HAS) | 0.1 | $3.0M | +4% | 40k | 75.85 |
|
| Wec Energy Group (WEC) | 0.1 | $3.0M | NEW | 27k | 114.59 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $3.0M | NEW | 15k | 201.96 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.0M | +10% | 58k | 51.59 |
|
| Globe Life (GL) | 0.1 | $3.0M | NEW | 21k | 142.97 |
|
| McKesson Corporation (MCK) | 0.1 | $3.0M | +34% | 3.9k | 773.20 |
|
| S&p Global (SPGI) | 0.1 | $3.0M | +191% | 6.1k | 486.71 |
|
| CF Industries Holdings (CF) | 0.1 | $3.0M | NEW | 33k | 89.70 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.9M | +598% | 29k | 100.25 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $2.9M | +107% | 24k | 121.06 |
|
| Waste Management (WM) | 0.1 | $2.9M | +42% | 13k | 220.83 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.9M | -8% | 27k | 106.49 |
|
| Microchip Technology (MCHP) | 0.1 | $2.8M | NEW | 44k | 64.22 |
|
| Darden Restaurants (DRI) | 0.1 | $2.8M | NEW | 15k | 190.36 |
|
| AmerisourceBergen (COR) | 0.1 | $2.8M | NEW | 9.0k | 312.53 |
|
| EOG Resources (EOG) | 0.1 | $2.8M | NEW | 25k | 112.12 |
|
| Comfort Systems USA (FIX) | 0.1 | $2.8M | +2% | 3.3k | 825.20 |
|
| Nrg Energy Com New (NRG) | 0.1 | $2.7M | NEW | 17k | 161.95 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.7M | -20% | 48k | 57.04 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.7M | +13% | 47k | 57.10 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $2.7M | +415% | 11k | 239.65 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.7M | +136% | 14k | 189.70 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.7M | +8% | 20k | 133.94 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $2.7M | +6% | 22k | 121.00 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.7M | +2% | 8.2k | 326.35 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $2.6M | NEW | 14k | 193.35 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $2.6M | +68% | 3.7k | 698.00 |
|
| Vistra Energy (VST) | 0.1 | $2.6M | -45% | 13k | 195.91 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.6M | +79% | 31k | 84.60 |
|
| Argan (AGX) | 0.1 | $2.5M | +14% | 9.4k | 270.05 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $2.5M | -25% | 19k | 134.16 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.5M | +29% | 8.8k | 281.23 |
|
| Primoris Services (PRIM) | 0.1 | $2.5M | NEW | 18k | 137.41 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $2.4M | +7% | 36k | 67.26 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.4M | -20% | 49k | 50.07 |
|
| Travelers Companies (TRV) | 0.1 | $2.4M | -67% | 8.4k | 279.22 |
|
| Howmet Aerospace (HWM) | 0.1 | $2.3M | +12% | 12k | 196.23 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.3M | -18% | 22k | 106.78 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $2.3M | NEW | 60k | 38.50 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.3M | NEW | 18k | 123.92 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $2.2M | -20% | 97k | 23.09 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $2.2M | -19% | 48k | 46.60 |
|
| Cameco Corporation (CCJ) | 0.1 | $2.2M | NEW | 27k | 83.86 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $2.2M | -22% | 93k | 23.92 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $2.2M | NEW | 37k | 60.26 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $2.2M | +289% | 16k | 136.85 |
|
| First Solar (FSLR) | 0.1 | $2.2M | 10k | 220.53 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $2.2M | +141% | 6.4k | 337.49 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $2.2M | 10k | 214.59 |
|
|
| Emcor (EME) | 0.1 | $2.2M | +17% | 3.3k | 649.55 |
|
| Spdr Series Trust Nuveen Ice Short (SHM) | 0.1 | $2.2M | -19% | 45k | 48.22 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $2.1M | +4% | 42k | 50.78 |
|
| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.1 | $2.1M | -23% | 46k | 45.57 |
|
| Woodward Governor Company (WWD) | 0.1 | $2.1M | NEW | 8.2k | 252.71 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.1M | +20% | 15k | 139.17 |
|
| Equifax (EFX) | 0.1 | $2.1M | +164% | 8.0k | 256.53 |
|
| Adtalem Global Ed (ATGE) | 0.1 | $2.1M | NEW | 13k | 154.45 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $2.0M | -25% | 40k | 50.70 |
|
| United Rentals (URI) | 0.1 | $2.0M | 2.1k | 954.66 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.0M | +75% | 7.2k | 280.12 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $2.0M | +5% | 47k | 42.17 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $2.0M | +9% | 20k | 100.05 |
|
| Walt Disney Company (DIS) | 0.1 | $2.0M | +11% | 17k | 114.50 |
|
| Lowe's Companies (LOW) | 0.1 | $2.0M | -8% | 7.8k | 251.32 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $2.0M | +2% | 30k | 65.00 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.9M | 29k | 67.31 |
|
|
| RadNet (RDNT) | 0.1 | $1.9M | 25k | 76.21 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $1.9M | -21% | 20k | 91.37 |
|
| Stride (LRN) | 0.1 | $1.9M | +23% | 13k | 148.94 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $1.9M | NEW | 40k | 46.32 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.1 | $1.9M | NEW | 11k | 173.91 |
|
| Texas Roadhouse (TXRH) | 0.1 | $1.8M | +37% | 11k | 166.15 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $1.8M | -2% | 8.0k | 225.55 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $1.8M | -19% | 18k | 99.77 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.8M | -87% | 16k | 113.88 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.8M | +3% | 17k | 100.69 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.7M | -63% | 2.8k | 609.27 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $1.7M | +29% | 6.6k | 260.45 |
|
| salesforce (CRM) | 0.1 | $1.7M | +7% | 7.1k | 237.40 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.7M | 12k | 141.77 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $1.7M | -90% | 30k | 55.33 |
|
| Proshares Tr Invt Int Rt Hg (IGHG) | 0.1 | $1.7M | NEW | 21k | 79.00 |
|
| FedEx Corporation (FDX) | 0.1 | $1.6M | +7% | 6.6k | 237.15 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.1 | $1.5M | NEW | 12k | 132.58 |
|
| Capital One Financial (COF) | 0.1 | $1.5M | +9% | 7.2k | 212.58 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754200.00 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $1.5M | +70% | 41k | 36.55 |
|
| Amphastar Pharmaceuticals (AMPH) | 0.0 | $1.5M | 56k | 26.65 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $1.5M | 46k | 32.17 |
|
|
| Vici Pptys (VICI) | 0.0 | $1.5M | +77% | 45k | 32.86 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.4M | 62k | 23.28 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.4M | +2% | 13k | 111.47 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.4M | +6% | 16k | 89.34 |
|
| Simon Property (SPG) | 0.0 | $1.4M | +168% | 7.5k | 187.67 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $1.4M | -41% | 24k | 57.52 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $1.4M | +31% | 10k | 138.52 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $1.4M | +127% | 28k | 47.94 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.3M | NEW | 5.2k | 255.08 |
|
Past Filings by SteelPeak Wealth
SEC 13F filings are viewable for SteelPeak Wealth going back to 2019
- SteelPeak Wealth 2025 Q3 filed Oct. 21, 2025
- SteelPeak Wealth 2025 Q2 filed July 23, 2025
- SteelPeak Wealth 2025 Q1 filed May 1, 2025
- SteelPeak Wealth 2024 Q4 filed Jan. 23, 2025
- SteelPeak Wealth 2024 Q3 filed Oct. 25, 2024
- SteelPeak Wealth 2024 Q2 filed July 17, 2024
- SteelPeak Wealth 2024 Q1 filed April 18, 2024
- SteelPeak Wealth 2023 Q4 filed Jan. 24, 2024
- SteelPeak Wealth 2023 Q3 filed Nov. 3, 2023
- Steel Peak Wealth Management 2023 Q2 filed Aug. 3, 2023
- Steel Peak Wealth Management 2023 Q1 filed May 8, 2023
- Steel Peak Wealth Management 2022 Q4 filed Jan. 25, 2023
- Steel Peak Wealth Management 2022 Q3 filed Oct. 26, 2022
- Steel Peak Wealth Management 2022 Q2 filed Aug. 2, 2022
- Steel Peak Wealth Management 2022 Q1 filed May 10, 2022
- Steel Peak Wealth Management 2021 Q4 filed Jan. 31, 2022