Steel Peak Wealth Management
Latest statistics and disclosures from SteelPeak Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, TSLA, AMZN, SPY, and represent 22.85% of SteelPeak Wealth's stock portfolio.
- Added to shares of these 10 stocks: TSLA (+$65M), AAPL (+$45M), NVDA (+$32M), MSFT (+$26M), IVV (+$23M), ISRG (+$21M), AMZN (+$18M), CSCO (+$18M), GOVT (+$18M), GILD (+$18M).
- Started 111 new stock positions in IGV, VRTX, DLTR, BABA, IDEF, NTSI, BSM, CIFR, OSIS, PLG.
- Reduced shares in these 10 stocks: QQQE (-$55M), MGV (-$43M), OEF (-$26M), FTEC (-$22M), MU (-$20M), QQQ (-$16M), LRCX (-$15M), HDV (-$11M), COP (-$10M), DYNF (-$9.7M).
- Sold out of its positions in AIN, ALNY, COR, APPF, ADP, BKR, BXSL, CVS, CGIC, CAVA.
- SteelPeak Wealth was a net buyer of stock by $296M.
- SteelPeak Wealth has $3.3B in assets under management (AUM), dropping by 6.71%.
- Central Index Key (CIK): 0001801868
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Portfolio Holdings for SteelPeak Wealth
SteelPeak Wealth holds 527 positions in its portfolio as reported in the March 2026 quarterly 13F filing
SteelPeak Wealth has 527 total positions. Only the first 250 positions are shown.
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- Download the SteelPeak Wealth March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.9 | $258M | +21% | 1.0M | 253.79 |
|
| NVIDIA Corporation (NVDA) | 5.0 | $162M | +24% | 931k | 174.41 |
|
| Tesla Motors (TSLA) | 3.6 | $118M | +122% | 316k | 371.75 |
|
| Amazon (AMZN) | 3.4 | $112M | +19% | 539k | 208.27 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.0 | $98M | +18% | 150k | 651.88 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $96M | +6% | 333k | 287.56 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $85M | -15% | 147k | 577.18 |
|
| Microsoft Corporation (MSFT) | 2.2 | $73M | +57% | 196k | 370.17 |
|
| Meta Platforms Cl A (META) | 2.0 | $64M | +21% | 112k | 572.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $63M | +57% | 96k | 653.21 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.5 | $50M | 1.1M | 46.19 |
|
|
| Advanced Micro Devices (AMD) | 1.5 | $48M | +26% | 238k | 203.43 |
|
| Amgen (AMGN) | 1.5 | $48M | +17% | 136k | 351.85 |
|
| Cisco Systems (CSCO) | 1.2 | $40M | +84% | 512k | 77.59 |
|
| Broadcom (AVGO) | 1.2 | $39M | 125k | 309.51 |
|
|
| Netflix (NFLX) | 1.1 | $37M | +17% | 385k | 96.15 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $35M | -19% | 166k | 211.15 |
|
| Applied Materials (AMAT) | 1.1 | $35M | +64% | 101k | 341.79 |
|
| Micron Technology (MU) | 1.0 | $33M | -37% | 98k | 337.99 |
|
| Intel Corporation (INTC) | 1.0 | $32M | +36% | 730k | 44.13 |
|
| Lam Research Corp Com New (LRCX) | 0.9 | $31M | -33% | 145k | 213.91 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $30M | -5% | 266k | 113.11 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.9 | $30M | +5% | 65k | 464.15 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.9 | $29M | -24% | 504k | 58.18 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $29M | -16% | 420k | 69.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $28M | +22% | 97k | 286.86 |
|
| Palantir Technologies Cl A (PLTR) | 0.8 | $28M | -12% | 190k | 146.28 |
|
| Intuitive Surgical Com New (ISRG) | 0.8 | $26M | +451% | 56k | 460.99 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $25M | +24% | 99k | 248.00 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.7 | $24M | -10% | 328k | 74.35 |
|
| Chevron Corporation (CVX) | 0.7 | $24M | -5% | 117k | 206.90 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $23M | +347% | 998k | 22.91 |
|
| Verizon Communications (VZ) | 0.7 | $22M | +3% | 441k | 50.20 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $21M | +40% | 71k | 294.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $20M | -2% | 102k | 191.81 |
|
| Johnson & Johnson (JNJ) | 0.6 | $19M | -5% | 79k | 244.44 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $19M | -3% | 78k | 239.99 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.6 | $18M | -3% | 191k | 95.83 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $18M | +31% | 188k | 97.13 |
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $18M | +8% | 191k | 94.95 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.5 | $18M | 600k | 29.99 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $18M | +73% | 135k | 132.90 |
|
| Gilead Sciences (GILD) | 0.5 | $18M | NEW | 126k | 139.37 |
|
| Merck & Co (MRK) | 0.5 | $17M | -26% | 140k | 121.10 |
|
| Caterpillar (CAT) | 0.5 | $17M | 24k | 708.45 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $16M | +5% | 161k | 100.72 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.5 | $16M | -14% | 306k | 51.93 |
|
| Marvell Technology (MRVL) | 0.5 | $16M | 158k | 99.05 |
|
|
| Pepsi (PEP) | 0.5 | $16M | 100k | 155.29 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $15M | +11% | 15k | 996.43 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $15M | +5% | 129k | 118.62 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $15M | +20% | 269k | 56.79 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $15M | +6424% | 137k | 111.37 |
|
| Qualcomm (QCOM) | 0.5 | $15M | -31% | 116k | 128.78 |
|
| Niagen Bioscience Com New (NAGE) | 0.5 | $15M | NEW | 3.4M | 4.41 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $15M | +62% | 46k | 320.81 |
|
| UnitedHealth (UNH) | 0.4 | $14M | +24% | 53k | 270.59 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $14M | +637% | 74k | 194.14 |
|
| Coca-Cola Company (KO) | 0.4 | $14M | +103% | 183k | 76.54 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $14M | +39% | 29k | 479.19 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.4 | $14M | -3% | 422k | 32.95 |
|
| Astrana Health Com New (ASTH) | 0.4 | $14M | -3% | 560k | 24.52 |
|
| Goldman Sachs (GS) | 0.4 | $14M | +10% | 16k | 846.01 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.4 | $13M | -6% | 364k | 36.22 |
|
| Metropcs Communications (TMUS) | 0.4 | $12M | -24% | 59k | 210.03 |
|
| Linde SHS (LIN) | 0.4 | $12M | -30% | 25k | 495.76 |
|
| Applovin Corp Com Cl A (APP) | 0.4 | $12M | +7% | 29k | 397.99 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $12M | NEW | 252k | 45.89 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $12M | +10% | 68k | 169.66 |
|
| Home Depot (HD) | 0.4 | $12M | +18% | 35k | 328.89 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $11M | +510% | 16k | 697.73 |
|
| McDonald's Corporation (MCD) | 0.3 | $11M | +44% | 36k | 310.79 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.3 | $11M | +444% | 99k | 110.86 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $11M | +153% | 68k | 161.73 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $11M | +9% | 212k | 50.04 |
|
| Pgim Short Duration High Yie (ISD) | 0.3 | $11M | +7% | 795k | 13.16 |
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.3 | $10M | NEW | 316k | 32.72 |
|
| T Rowe Price Etf Floating Rate (TFLR) | 0.3 | $9.7M | -2% | 193k | 50.36 |
|
| Procter & Gamble Company (PG) | 0.3 | $9.7M | +81% | 67k | 144.44 |
|
| Kla Corp Com New (KLAC) | 0.3 | $9.7M | +24% | 6.6k | 1472.43 |
|
| Visa Com Cl A (V) | 0.3 | $9.6M | +22% | 32k | 302.24 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.3 | $9.5M | NEW | 231k | 41.06 |
|
| Honeywell International (HON) | 0.3 | $9.3M | +1446% | 41k | 226.03 |
|
| Citigroup Com New (C) | 0.3 | $9.2M | +223% | 81k | 113.41 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $9.0M | +135% | 182k | 49.37 |
|
| Pfizer (PFE) | 0.3 | $8.4M | -12% | 300k | 28.08 |
|
| International Business Machines (IBM) | 0.3 | $8.3M | +459% | 34k | 242.39 |
|
| Abbvie (ABBV) | 0.2 | $8.0M | -10% | 37k | 217.49 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $7.7M | +4% | 13k | 597.55 |
|
| Kroger (KR) | 0.2 | $7.5M | +51% | 103k | 72.36 |
|
| Nextera Energy (NEE) | 0.2 | $7.5M | +2741% | 80k | 92.88 |
|
| Lowe's Companies (LOW) | 0.2 | $7.1M | +272% | 30k | 236.28 |
|
| At&t (T) | 0.2 | $7.1M | +13% | 244k | 28.99 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $7.0M | +50% | 14k | 499.64 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $6.9M | +6% | 18k | 390.42 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $6.7M | +73% | 49k | 138.37 |
|
| Uber Technologies (UBER) | 0.2 | $6.7M | +10% | 93k | 71.93 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $6.4M | +45% | 19k | 328.66 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.2 | $6.3M | NEW | 128k | 49.37 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $5.9M | +271% | 105k | 56.58 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $5.9M | -7% | 117k | 50.63 |
|
| Boeing Company (BA) | 0.2 | $5.6M | +38% | 28k | 199.03 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $5.5M | +6% | 75k | 73.14 |
|
| Wal-Mart Stores (WMT) | 0.2 | $5.4M | +13% | 43k | 124.52 |
|
| Bank of America Corporation (BAC) | 0.2 | $5.2M | -4% | 107k | 48.75 |
|
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.2 | $5.1M | NEW | 235k | 21.53 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.2 | $5.1M | +29% | 57k | 89.00 |
|
| Intuit (INTU) | 0.2 | $5.0M | -53% | 12k | 432.39 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $4.9M | +42% | 20k | 244.18 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $4.8M | +56% | 7.1k | 682.26 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $4.8M | -22% | 19k | 250.58 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.6M | -37% | 72k | 64.08 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.6M | -4% | 11k | 436.79 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $4.6M | +352% | 51k | 90.53 |
|
| Corteva (CTVA) | 0.1 | $4.6M | -6% | 54k | 83.71 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.4M | -62% | 50k | 88.16 |
|
| Western Digital (WDC) | 0.1 | $4.3M | -57% | 16k | 270.48 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.3M | -11% | 37k | 114.99 |
|
| salesforce (CRM) | 0.1 | $4.2M | +216% | 22k | 186.67 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $4.2M | +26% | 37k | 112.11 |
|
| S&p Global (SPGI) | 0.1 | $4.2M | +21% | 9.8k | 425.34 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.1M | -17% | 42k | 99.27 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $4.1M | +68% | 59k | 69.30 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.1M | +27% | 51k | 79.61 |
|
| Leidos Holdings (LDOS) | 0.1 | $4.1M | +9% | 26k | 155.52 |
|
| Ge Aerospace Com New (GE) | 0.1 | $4.1M | +21% | 14k | 284.18 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $4.0M | +3% | 169k | 23.87 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $4.0M | 4.3k | 919.69 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $4.0M | +5% | 45k | 88.49 |
|
| MetLife (MET) | 0.1 | $4.0M | +43% | 56k | 70.72 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $3.9M | +2% | 75k | 52.64 |
|
| EQT Corporation (EQT) | 0.1 | $3.9M | 61k | 63.64 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.9M | -4% | 36k | 108.25 |
|
| American Electric Power Company (AEP) | 0.1 | $3.8M | -17% | 29k | 131.08 |
|
| Walt Disney Company (DIS) | 0.1 | $3.8M | +181% | 40k | 96.38 |
|
| Consolidated Edison (ED) | 0.1 | $3.8M | NEW | 33k | 113.18 |
|
| eBay (EBAY) | 0.1 | $3.7M | +27% | 41k | 91.02 |
|
| D.R. Horton (DHI) | 0.1 | $3.7M | +46% | 27k | 137.22 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $3.7M | NEW | 43k | 86.64 |
|
| Synchrony Financial (SYF) | 0.1 | $3.7M | +5% | 54k | 68.02 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $3.7M | NEW | 63k | 58.40 |
|
| Ge Vernova (GEV) | 0.1 | $3.7M | +304% | 4.2k | 873.11 |
|
| Argan (AGX) | 0.1 | $3.7M | -11% | 6.7k | 544.67 |
|
| Globe Life (GL) | 0.1 | $3.6M | +34% | 26k | 139.17 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $3.6M | NEW | 31k | 118.05 |
|
| Ford Motor Company (F) | 0.1 | $3.6M | NEW | 309k | 11.54 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $3.5M | -3% | 53k | 66.28 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $3.4M | +512% | 128k | 26.20 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.3M | +88% | 23k | 147.11 |
|
| Morgan Stanley Com New (MS) | 0.1 | $3.3M | -3% | 20k | 164.57 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $3.3M | +16% | 9.7k | 338.89 |
|
| Palo Alto Networks (PANW) | 0.1 | $3.3M | +12% | 21k | 160.32 |
|
| American Tower Reit (AMT) | 0.1 | $3.3M | NEW | 19k | 172.58 |
|
| Union Pacific Corporation (UNP) | 0.1 | $3.1M | +701% | 13k | 242.62 |
|
| Dollar General (DG) | 0.1 | $3.1M | +983% | 26k | 118.73 |
|
| Comfort Systems USA (FIX) | 0.1 | $3.1M | -13% | 2.2k | 1379.05 |
|
| McKesson Corporation (MCK) | 0.1 | $3.0M | -17% | 3.5k | 866.14 |
|
| Cameco Corporation (CCJ) | 0.1 | $3.0M | +9% | 28k | 108.61 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $3.0M | -6% | 49k | 61.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $3.0M | +190% | 16k | 191.92 |
|
| Steel Dynamics (STLD) | 0.1 | $3.0M | -16% | 17k | 180.54 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $3.0M | 72k | 41.68 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $3.0M | +52% | 33k | 89.59 |
|
| General Motors Company (GM) | 0.1 | $2.9M | 40k | 74.50 |
|
|
| Herbalife Com Shs (HLF) | 0.1 | $2.9M | -20% | 200k | 14.72 |
|
| Tapestry (TPR) | 0.1 | $2.9M | +41% | 21k | 141.11 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $2.9M | NEW | 17k | 172.11 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.9M | -39% | 6.6k | 430.29 |
|
| Genuine Parts Company (GPC) | 0.1 | $2.8M | +61% | 27k | 106.80 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.8M | -20% | 27k | 106.15 |
|
| Altria (MO) | 0.1 | $2.8M | -17% | 42k | 66.97 |
|
| Woodward Governor Company (WWD) | 0.1 | $2.8M | -4% | 7.8k | 357.92 |
|
| Cigna Corp (CI) | 0.1 | $2.8M | +72% | 11k | 266.75 |
|
| Agnico (AEM) | 0.1 | $2.8M | +5% | 14k | 202.98 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $2.8M | 60k | 46.70 |
|
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $2.8M | +497% | 54k | 51.09 |
|
| Vici Pptys (VICI) | 0.1 | $2.8M | +66% | 101k | 27.32 |
|
| American Intl Group Com New (AIG) | 0.1 | $2.7M | +55% | 36k | 75.25 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $2.7M | NEW | 19k | 137.18 |
|
| CRH Ord (CRH) | 0.1 | $2.7M | NEW | 25k | 105.47 |
|
| Celestica (CLS) | 0.1 | $2.7M | -6% | 9.4k | 281.68 |
|
| Emcor (EME) | 0.1 | $2.7M | +4% | 3.6k | 738.32 |
|
| Howmet Aerospace (HWM) | 0.1 | $2.6M | -2% | 12k | 230.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.6M | NEW | 13k | 198.30 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $2.6M | NEW | 6.6k | 394.15 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.6M | 45k | 56.86 |
|
|
| Primoris Services (PRIM) | 0.1 | $2.6M | -5% | 18k | 143.12 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.5M | -44% | 6.5k | 392.50 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $2.5M | +35% | 18k | 142.19 |
|
| AeroVironment (AVAV) | 0.1 | $2.5M | +12% | 13k | 183.05 |
|
| Anglogold Ashanti Com Shs (AU) | 0.1 | $2.4M | NEW | 25k | 97.36 |
|
| First Solar (FSLR) | 0.1 | $2.4M | +10% | 12k | 197.26 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.4M | +6% | 19k | 126.59 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.4M | 12k | 196.20 |
|
|
| Duolingo Cl A Com (DUOL) | 0.1 | $2.4M | +33% | 24k | 98.57 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.4M | 47k | 49.89 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.3M | -19% | 5.9k | 383.39 |
|
| Kinross Gold Corp (KGC) | 0.1 | $2.3M | NEW | 74k | 30.52 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $2.3M | NEW | 17k | 135.49 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.2M | 21k | 106.50 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $2.2M | +49% | 58k | 38.42 |
|
| Dycom Industries (DY) | 0.1 | $2.2M | 6.5k | 338.82 |
|
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $2.2M | 94k | 22.98 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $2.1M | -2% | 36k | 60.12 |
|
| FedEx Corporation (FDX) | 0.1 | $2.1M | -18% | 6.0k | 357.61 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.1M | 19k | 108.99 |
|
|
| Cloudflare Cl A Com (NET) | 0.1 | $2.1M | 10k | 206.33 |
|
|
| Philip Morris International (PM) | 0.1 | $2.1M | +49% | 12k | 166.76 |
|
| Monster Beverage Corp (MNST) | 0.1 | $2.0M | 28k | 72.46 |
|
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $2.0M | 86k | 23.87 |
|
|
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $2.0M | 43k | 47.83 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.0M | -45% | 16k | 122.78 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $2.0M | +14% | 4.1k | 484.90 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $2.0M | NEW | 39k | 50.98 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $2.0M | +7% | 14k | 146.61 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $2.0M | NEW | 39k | 49.99 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $1.9M | NEW | 39k | 49.69 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $1.9M | NEW | 70k | 27.15 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.8M | -19% | 11k | 164.13 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.8M | -4% | 71k | 25.10 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.8M | -5% | 31k | 56.68 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | +16% | 9.2k | 192.90 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.7M | NEW | 2.7k | 635.34 |
|
| Elbit Sys Ord (ESLT) | 0.1 | $1.7M | +61% | 1.9k | 849.09 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.6M | -26% | 27k | 60.65 |
|
| Waste Management (WM) | 0.0 | $1.6M | -46% | 6.9k | 229.80 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.5M | NEW | 6.3k | 247.08 |
|
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $1.5M | +85% | 26k | 59.42 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.5M | -3% | 62k | 24.75 |
|
| Deere & Company (DE) | 0.0 | $1.5M | +25% | 2.7k | 565.02 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $1.5M | 27k | 54.88 |
|
|
| Tidal Trust Ii Return Stacked U (RSSX) | 0.0 | $1.5M | NEW | 63k | 23.43 |
|
| United Rentals (URI) | 0.0 | $1.5M | 2.0k | 728.56 |
|
|
| Servicenow (NOW) | 0.0 | $1.5M | +71% | 14k | 104.55 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.4M | 2.00 | 718140.00 |
|
|
| RadNet (RDNT) | 0.0 | $1.4M | 25k | 55.89 |
|
|
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.0 | $1.4M | NEW | 51k | 27.65 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.4M | +84% | 8.0k | 174.62 |
|
| Proshares Tr Invt Int Rt Hg (IGHG) | 0.0 | $1.4M | -11% | 18k | 77.66 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $1.4M | -13% | 23k | 61.26 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $1.3M | -14% | 14k | 98.38 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $1.3M | -62% | 23k | 59.03 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.3M | 17k | 78.41 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.3M | NEW | 13k | 97.47 |
|
| MercadoLibre (MELI) | 0.0 | $1.3M | +49% | 733.00 | 1729.02 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.3M | 4.8k | 261.93 |
|
|
| Tidal Trust Ii Return Stacked B (RSBY) | 0.0 | $1.3M | +86% | 68k | 18.59 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.0 | $1.3M | -6% | 53k | 23.50 |
|
| Travelers Companies (TRV) | 0.0 | $1.2M | -83% | 4.3k | 291.70 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.2M | +128% | 2.1k | 604.25 |
|
Past Filings by SteelPeak Wealth
SEC 13F filings are viewable for SteelPeak Wealth going back to 2019
- SteelPeak Wealth 2026 Q1 filed May 5, 2026
- SteelPeak Wealth 2025 Q4 filed Jan. 20, 2026
- 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