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, IVV, TSLA, and represent 20.93% of SteelPeak Wealth's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$40M), NFLX (+$25M), KLAC (+$21M), AMGN (+$19M), TMUS (+$19M), BKNG (+$15M), ADI (+$15M), AVGO (+$15M), REGN (+$14M), COST (+$14M).
- Started 128 new stock positions in COHR, TXG, TM, PDD, PAAS, Roundhill Memory Etf, AEE, NSP, IXN, CLSK.
- Reduced shares in these 10 stocks: AMD (-$59M), MU (-$50M), CSCO (-$46M), TSLA (-$25M), INTC (-$21M), AAPL (-$17M), SPY (-$16M), GILD (-$16M), EFV (-$15M), MRVL (-$14M).
- Sold out of its positions in AEM, BABA, AMRC, AMT, APLD, ACHR, ARCC, WRB, BBY, BSM.
- SteelPeak Wealth was a net seller of stock by $-107M.
- SteelPeak Wealth has $3.9B in assets under management (AUM), dropping by 17.96%.
- Central Index Key (CIK): 0001801868
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Portfolio Holdings for SteelPeak Wealth
SteelPeak Wealth holds 596 positions in its portfolio as reported in the June 2026 quarterly 13F filing
SteelPeak Wealth has 596 total positions. Only the first 250 positions are shown.
- Sign up to view all of the SteelPeak Wealth June 30, 2026 positions
- Download the SteelPeak Wealth June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $278M | -5% | 959k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 5.0 | $193M | +3% | 963k | 200.09 |
|
| Amazon (AMZN) | 3.1 | $118M | -8% | 495k | 238.34 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $112M | +56% | 150k | 748.89 |
|
| Tesla Motors (TSLA) | 2.8 | $108M | -18% | 257k | 420.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $107M | -10% | 299k | 357.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $106M | -2% | 144k | 737.18 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.5 | $97M | -14% | 129k | 748.61 |
|
| Intel Corporation (INTC) | 2.1 | $81M | -20% | 580k | 139.63 |
|
| Advanced Micro Devices (AMD) | 2.0 | $79M | -42% | 136k | 580.91 |
|
| Microsoft Corporation (MSFT) | 1.9 | $74M | 200k | 373.02 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $69M | +9% | 123k | 563.29 |
|
| Amgen (AMGN) | 1.8 | $68M | +38% | 189k | 362.12 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.6 | $64M | +26% | 1.4M | 46.15 |
|
| Micron Technology (MU) | 1.6 | $63M | -44% | 54k | 1154.29 |
|
| Broadcom (AVGO) | 1.6 | $62M | +31% | 163k | 377.75 |
|
| Applied Materials (AMAT) | 1.6 | $62M | -15% | 85k | 723.00 |
|
| Lam Research Corp Com New (LRCX) | 1.6 | $61M | -3% | 139k | 433.63 |
|
| Netflix (NFLX) | 1.4 | $53M | +92% | 739k | 71.40 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $35M | -3% | 258k | 137.53 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.9 | $35M | 508k | 68.01 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $34M | 96k | 353.33 |
|
|
| Marvell Technology (MRVL) | 0.8 | $33M | -30% | 110k | 297.89 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $32M | +45% | 108k | 298.07 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $30M | -20% | 132k | 227.06 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.8 | $29M | -13% | 56k | 523.36 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $29M | -2% | 97k | 300.45 |
|
| Metropcs Communications (TMUS) | 0.7 | $29M | +191% | 172k | 167.73 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $28M | +94% | 30k | 935.47 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $24M | -8% | 71k | 342.83 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $24M | +5% | 1.1M | 22.78 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $24M | -31% | 287k | 82.84 |
|
| Johnson & Johnson (JNJ) | 0.6 | $24M | +16% | 93k | 253.97 |
|
| Qualcomm (QCOM) | 0.6 | $23M | +7% | 124k | 184.79 |
|
| Merck & Co (MRK) | 0.6 | $23M | +24% | 175k | 129.35 |
|
| Kla Corp Com New (KLAC) | 0.6 | $23M | +1038% | 75k | 301.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $22M | +31% | 60k | 370.04 |
|
| Astrana Health Com New (ASTH) | 0.6 | $22M | -16% | 465k | 46.41 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $21M | -19% | 108k | 190.52 |
|
| Chevron Corporation (CVX) | 0.5 | $20M | +3% | 120k | 165.76 |
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $20M | +8% | 207k | 94.52 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.5 | $18M | 191k | 94.93 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $18M | +5% | 145k | 124.42 |
|
| Verizon Communications (VZ) | 0.5 | $18M | -3% | 425k | 42.34 |
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.5 | $18M | -20% | 335k | 52.72 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $18M | -10% | 169k | 103.88 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $16M | -29% | 39k | 397.68 |
|
| Booking Holdings (BKNG) | 0.4 | $15M | +134442% | 86k | 178.24 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.4 | $15M | -2% | 586k | 25.95 |
|
| Analog Devices (ADI) | 0.4 | $15M | NEW | 38k | 397.17 |
|
| Caterpillar (CAT) | 0.4 | $15M | -42% | 14k | 1064.89 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $15M | -21% | 212k | 68.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $14M | -37% | 44k | 327.33 |
|
| Travelers Companies (TRV) | 0.4 | $14M | +916% | 43k | 330.12 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $14M | -2% | 28k | 500.39 |
|
| Cisco Systems (CSCO) | 0.4 | $14M | -77% | 117k | 117.46 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $14M | -14% | 137k | 100.35 |
|
| Procter & Gamble Company (PG) | 0.4 | $14M | +39% | 94k | 146.64 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $14M | +10% | 21k | 640.76 |
|
| Regeneron Pharmaceuticals (REGN) | 0.4 | $14M | NEW | 22k | 623.54 |
|
| Honeywell International (HON) | 0.3 | $14M | NEW | 60k | 223.90 |
|
| UnitedHealth (UNH) | 0.3 | $13M | -39% | 32k | 415.64 |
|
| Intuit (INTU) | 0.3 | $13M | +343% | 51k | 261.00 |
|
| Honeywell Aerospace (HONA) | 0.3 | $13M | NEW | 60k | 221.08 |
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.3 | $13M | +13% | 263k | 50.37 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.3 | $13M | NEW | 171k | 76.28 |
|
| Goldman Sachs (GS) | 0.3 | $13M | -22% | 12k | 1011.37 |
|
| Home Depot (HD) | 0.3 | $13M | 36k | 352.68 |
|
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.3 | $12M | NEW | 333k | 36.60 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $12M | +38% | 18k | 686.81 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.3 | $12M | -24% | 230k | 52.34 |
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.3 | $12M | +19% | 377k | 31.78 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $12M | -46% | 101k | 116.67 |
|
| Visa Com Cl A (V) | 0.3 | $12M | +8% | 34k | 343.09 |
|
| Coca-Cola Company (KO) | 0.3 | $12M | -21% | 143k | 81.69 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.3 | $12M | +4546% | 99k | 117.28 |
|
| Niagen Bioscience Com New (NAGE) | 0.3 | $11M | +3% | 3.5M | 3.19 |
|
| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.3 | $11M | NEW | 390k | 28.05 |
|
| Pgim Short Duration High Yie (ISD) | 0.3 | $11M | 804k | 13.06 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $10M | +42% | 20k | 513.61 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $9.9M | +91% | 39k | 255.67 |
|
| Citigroup Com New (C) | 0.3 | $9.7M | -14% | 70k | 139.96 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $9.7M | -61% | 126k | 76.55 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.3 | $9.7M | -38% | 224k | 43.11 |
|
| Abbvie (ABBV) | 0.2 | $9.3M | 37k | 251.64 |
|
|
| eBay (EBAY) | 0.2 | $9.2M | +101% | 83k | 111.75 |
|
| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.2 | $9.0M | NEW | 179k | 50.29 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $9.0M | -59% | 41k | 219.43 |
|
| T Rowe Price Exchange-traded Floating Rate (TFLR) | 0.2 | $8.9M | -8% | 176k | 50.41 |
|
| McDonald's Corporation (MCD) | 0.2 | $8.8M | -10% | 32k | 270.31 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $8.6M | -36% | 11k | 763.14 |
|
| CF Industries Holdings (CF) | 0.2 | $8.6M | NEW | 79k | 108.26 |
|
| International Business Machines (IBM) | 0.2 | $8.1M | -15% | 29k | 281.21 |
|
| Uber Technologies (UBER) | 0.2 | $8.1M | +20% | 112k | 72.16 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $8.0M | +25% | 24k | 334.82 |
|
| Nike CL B (NKE) | 0.2 | $8.0M | +984% | 194k | 41.43 |
|
| Kroger (KR) | 0.2 | $7.9M | +38% | 143k | 55.53 |
|
| Nextera Energy (NEE) | 0.2 | $7.5M | +5% | 85k | 87.77 |
|
| Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) | 0.2 | $7.4M | +22% | 28k | 266.71 |
|
| Western Digital (WDC) | 0.2 | $7.4M | -26% | 12k | 638.72 |
|
| Lowe's Companies (LOW) | 0.2 | $7.3M | +9% | 33k | 220.49 |
|
| Palo Alto Networks (PANW) | 0.2 | $7.2M | +3% | 21k | 341.03 |
|
| Wells Fargo & Company (WFC) | 0.2 | $7.1M | +67% | 86k | 82.64 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.2 | $7.0M | +3% | 132k | 53.09 |
|
| Pfizer (PFE) | 0.2 | $7.0M | -3% | 289k | 24.08 |
|
| Bank of America Corporation (BAC) | 0.2 | $6.9M | +12% | 121k | 56.98 |
|
| Ge Vernova (GEV) | 0.2 | $6.6M | +33% | 5.6k | 1175.41 |
|
| At&t (T) | 0.2 | $6.5M | +28% | 312k | 20.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $6.4M | +14% | 85k | 74.90 |
|
| Wal-Mart Stores (WMT) | 0.2 | $6.4M | +29% | 56k | 113.26 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $6.3M | +20% | 5.2k | 1199.43 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $6.0M | 37k | 161.54 |
|
|
| Pepsi (PEP) | 0.1 | $5.8M | -57% | 43k | 135.40 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $5.7M | 71k | 81.00 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $5.7M | -3% | 113k | 50.63 |
|
| First Solar (FSLR) | 0.1 | $5.5M | +91% | 24k | 235.96 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $5.5M | +32% | 55k | 98.98 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $5.5M | +501% | 63k | 86.14 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $5.4M | -63% | 48k | 114.18 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $5.4M | +4% | 76k | 71.25 |
|
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.1 | $5.4M | -9% | 213k | 25.06 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $5.3M | +14% | 11k | 478.53 |
|
| AFLAC Incorporated (AFL) | 0.1 | $5.2M | +1326% | 45k | 117.25 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.1 | $5.0M | 57k | 88.72 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $5.0M | 52k | 96.58 |
|
|
| M&T Bank Corporation (MTB) | 0.1 | $4.9M | NEW | 21k | 238.01 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $4.7M | 49k | 96.76 |
|
|
| Tidal Trust I Fund Gran Us Etf (GRNY) | 0.1 | $4.7M | 169k | 27.65 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $4.7M | +75% | 63k | 74.53 |
|
| Corning Incorporated (GLW) | 0.1 | $4.6M | NEW | 18k | 255.43 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $4.6M | +13% | 48k | 95.44 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.1 | $4.5M | +3% | 47k | 97.60 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $4.5M | -40% | 29k | 156.97 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $4.5M | -11% | 15k | 302.70 |
|
| Morgan Stanley Com New (MS) | 0.1 | $4.5M | +6% | 21k | 209.04 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $4.4M | NEW | 53k | 83.07 |
|
| S&p Global (SPGI) | 0.1 | $4.4M | +10% | 11k | 407.26 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.4M | +16% | 58k | 75.51 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $4.4M | +103% | 28k | 158.66 |
|
| American Electric Power Company (AEP) | 0.1 | $4.2M | +4% | 31k | 136.81 |
|
| Argan (AGX) | 0.1 | $4.2M | -22% | 5.2k | 798.59 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $4.1M | +21% | 156k | 26.52 |
|
| Comfort Systems USA (FIX) | 0.1 | $4.1M | -6% | 2.1k | 1982.04 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $4.0M | NEW | 18k | 226.97 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $4.0M | 6.5k | 616.84 |
|
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.1 | $3.9M | NEW | 78k | 50.83 |
|
| Starbucks Corporation (SBUX) | 0.1 | $3.9M | +14% | 38k | 102.19 |
|
| Dollar General (DG) | 0.1 | $3.9M | +27% | 34k | 115.11 |
|
| Apa Corporation (APA) | 0.1 | $3.8M | NEW | 118k | 32.57 |
|
| Quanta Services (PWR) | 0.1 | $3.8M | +595% | 5.3k | 720.11 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $3.8M | 74k | 51.85 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $3.8M | NEW | 51k | 73.35 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $3.7M | +13% | 72k | 52.16 |
|
| Globe Life (GL) | 0.1 | $3.7M | -21% | 21k | 178.68 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.7M | +49% | 9.9k | 368.38 |
|
| Ameren Corporation (AEE) | 0.1 | $3.7M | NEW | 32k | 113.04 |
|
| Sterling Construction Company (STRL) | 0.1 | $3.6M | NEW | 4.3k | 839.36 |
|
| Electronic Arts (EA) | 0.1 | $3.6M | NEW | 18k | 205.04 |
|
| Textron (TXT) | 0.1 | $3.6M | NEW | 39k | 91.75 |
|
| Dycom Industries (DY) | 0.1 | $3.5M | +7% | 7.0k | 505.59 |
|
| Tapestry (TPR) | 0.1 | $3.5M | +16% | 24k | 146.38 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $3.5M | +23% | 24k | 145.78 |
|
| Darden Restaurants (DRI) | 0.1 | $3.5M | NEW | 17k | 206.01 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $3.5M | +3% | 37k | 93.40 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $3.5M | NEW | 24k | 146.53 |
|
| Leidos Holdings (LDOS) | 0.1 | $3.4M | +26% | 33k | 102.97 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $3.4M | -2% | 17k | 199.81 |
|
| Celestica (CLS) | 0.1 | $3.4M | -2% | 9.2k | 364.80 |
|
| Howmet Aerospace (HWM) | 0.1 | $3.4M | +9% | 13k | 268.87 |
|
| Woodward Governor Company (WWD) | 0.1 | $3.3M | 7.9k | 425.44 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $3.3M | 16k | 212.77 |
|
|
| Walt Disney Company (DIS) | 0.1 | $3.3M | -13% | 34k | 97.00 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.1 | $3.3M | NEW | 42k | 77.93 |
|
| Charter Communications Cl A (CHTR) | 0.1 | $3.3M | NEW | 23k | 142.21 |
|
| Synchrony Financial (SYF) | 0.1 | $3.2M | -21% | 43k | 76.05 |
|
| Sandisk Corp (SNDK) | 0.1 | $3.2M | -46% | 1.4k | 2273.73 |
|
| D.R. Horton (DHI) | 0.1 | $3.1M | -28% | 19k | 162.88 |
|
| Dell Technologies CL C (DELL) | 0.1 | $3.1M | -34% | 7.2k | 431.46 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $3.1M | NEW | 100k | 31.10 |
|
| Emcor (EME) | 0.1 | $3.1M | +3% | 3.7k | 829.89 |
|
| Allegheny Technologies Incorporated (ATI) | 0.1 | $3.1M | NEW | 16k | 197.10 |
|
| Altria (MO) | 0.1 | $3.0M | -3% | 41k | 73.04 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.9M | 27k | 107.62 |
|
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.1 | $2.9M | +132% | 124k | 23.42 |
|
| Elbit Sys Ord (ESLT) | 0.1 | $2.9M | +95% | 3.8k | 758.72 |
|
| Powell Industries (POWL) | 0.1 | $2.9M | NEW | 10k | 286.36 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $2.9M | -2% | 16k | 176.46 |
|
| Howard Hughes Holdings (HHH) | 0.1 | $2.9M | NEW | 40k | 71.49 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.8M | -20% | 10k | 272.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.8M | +6% | 13k | 217.93 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.8M | +80% | 48k | 57.62 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $2.8M | NEW | 17k | 163.58 |
|
| Vici Pptys (VICI) | 0.1 | $2.7M | 102k | 27.00 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.7M | -29% | 4.2k | 655.87 |
|
| Monster Beverage Corp (MNST) | 0.1 | $2.7M | 29k | 96.12 |
|
|
| Boeing Company (BA) | 0.1 | $2.7M | -55% | 13k | 216.47 |
|
| Cameco Corporation (CCJ) | 0.1 | $2.7M | -5% | 26k | 101.86 |
|
| ConocoPhillips (COP) | 0.1 | $2.6M | +1242% | 25k | 103.96 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $2.5M | 10k | 245.28 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.4M | +26% | 20k | 119.52 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $2.4M | 36k | 68.54 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $2.4M | +66% | 22k | 111.31 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $2.4M | +8% | 42k | 56.79 |
|
| Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) | 0.1 | $2.4M | +740% | 78k | 30.61 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.4M | +37% | 13k | 189.74 |
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.1 | $2.4M | 60k | 40.01 |
|
|
| Philip Morris International (PM) | 0.1 | $2.4M | +5% | 13k | 182.38 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $2.3M | -9% | 41k | 57.64 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.3M | -15% | 14k | 169.88 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.3M | -63% | 2.4k | 965.71 |
|
| Duolingo Cl A Com (DUOL) | 0.1 | $2.3M | -16% | 20k | 115.02 |
|
| United Rentals (URI) | 0.1 | $2.3M | 2.0k | 1132.82 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $2.3M | -76% | 43k | 53.61 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.3M | -4% | 45k | 50.58 |
|
| Prologis (PLD) | 0.1 | $2.3M | NEW | 17k | 135.47 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $2.3M | +249% | 46k | 49.71 |
|
| Teradyne (TER) | 0.1 | $2.2M | +80% | 4.5k | 483.84 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $2.1M | -41% | 4.2k | 509.35 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.1M | -36% | 14k | 146.55 |
|
| Eaton Corp SHS (ETN) | 0.1 | $2.1M | +127% | 4.9k | 426.16 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.1M | -61% | 5.6k | 373.75 |
|
| Stubhub Hldgs Cl A (STUB) | 0.1 | $2.1M | NEW | 161k | 12.87 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $2.1M | +71% | 39k | 53.11 |
|
| Capital Group International SHS (CGIC) | 0.1 | $2.1M | NEW | 56k | 36.74 |
|
| AeroVironment (AVAV) | 0.1 | $2.1M | -7% | 13k | 165.07 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.0M | -3% | 19k | 109.07 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.0M | -2% | 70k | 28.96 |
|
| FedEx Corporation (FDX) | 0.1 | $2.0M | +6% | 6.4k | 314.37 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $2.0M | 27k | 73.23 |
|
|
| Kinross Gold Corp (KGC) | 0.1 | $2.0M | +14% | 85k | 23.62 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $2.0M | -66% | 20k | 100.28 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.0M | -11% | 19k | 106.47 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $2.0M | -11% | 83k | 23.52 |
|
| MercadoLibre (MELI) | 0.0 | $1.9M | +54% | 1.1k | 1697.39 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.9M | +9% | 34k | 56.48 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $1.9M | 4.1k | 459.13 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.9M | -2% | 56k | 33.29 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.9M | +12% | 15k | 124.44 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $1.8M | -13% | 75k | 24.51 |
|
| Turn Therapeutics (TTRX) | 0.0 | $1.8M | NEW | 250k | 7.30 |
|
| Spdr Series Trust St Nuve Term Etf (SHM) | 0.0 | $1.8M | -12% | 37k | 47.97 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.8M | +816% | 4.3k | 416.49 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.8M | +22% | 5.9k | 303.12 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $1.7M | -12% | 34k | 50.65 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $1.7M | -13% | 34k | 51.00 |
|
| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.0 | $1.7M | -11% | 63k | 27.47 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $1.7M | 62k | 27.70 |
|
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $1.7M | -73% | 28k | 60.79 |
|
| Servicenow (NOW) | 0.0 | $1.7M | +23% | 17k | 99.28 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $1.7M | 20k | 81.55 |
|
Past Filings by SteelPeak Wealth
SEC 13F filings are viewable for SteelPeak Wealth going back to 2019
- SteelPeak Wealth 2026 Q2 filed July 13, 2026
- 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