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Portfolio (Quarterly) Guide ↗

SteelPeak Wealth, LLC

· CIK 0001801868
13F Portfolio $3.9B AUM 643 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 139 New 244 Added 203 Reduced 71 Exited
Page 1 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 927,363.0 $185.6M 4.80% +31K +3.4% $200.09 +6.5%
2 IVV ISHARES TR 150,012.0 $112.3M 2.91% +54K +56.1% $748.89 +2.8%
3 TSLA TESLA INC Consumer Cyclical 203,996.0 $85.8M 2.22% +17K +8.8% $420.60 -16.7%
4 MSFT MICROSOFT CORP Technology 195,044.0 $72.8M 1.88% +17K +9.7% $373.02 +31.8%
5 AMGN AMGEN INC Healthcare 188,790.0 $68.4M 1.77% +53K +39.0% $362.12 +22.1%
6 META META PLATFORMS INC Communication Services 119,604.0 $67.4M 1.74% +12K +11.1% $563.29 +1.2%
7 IUSB ISHARES TR 1,376,841.0 $63.5M 1.65% +286K +26.2% $46.15 -0.9%
8 AVGO BROADCOM INC Technology 162,837.0 $61.5M 1.59% +39K +31.2% $377.75 -5.6%
9 NFLX NETFLIX INC. Communication Services 735,898.0 $52.5M 1.36% +352K +91.9% $71.40 +15.2%
10 DYNF BLACKROCK ETF TRUST 507,775.0 $34.5M 0.89% +4K +0.8% $68.01 +1.5%
11 TXN TEXAS INSTRS INC Technology 107,762.0 $32.1M 0.83% +34K +45.4% $298.07 -12.8%
12 TMUS T-MOBILE US INC Communication Services 171,871.0 $28.8M 0.75% +113K +191.7% $167.73 +8.3%
13 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 29,775.0 $27.9M 0.72% +14K +92.8% $935.47 +2.6%
14 GOVT ISHARES TR 1,050,429.0 $23.9M 0.62% +52K +5.2% $22.78 -0.9%
15 JNJ JOHNSON & JOHNSON Healthcare 90,701.0 $23.0M 0.60% +12K +15.9% $253.97 +7.5%
16 KLAC KLA CORP Technology 74,626.0 $22.5M 0.58% +68K +1038.6% $301.71 -39.2%
17 VTI VANGUARD INDEX FDS 60,449.0 $22.4M 0.58% +15K +31.6% $370.04 +2.2%
18 QCOM QUALCOMM INC Technology 120,222.0 $22.2M 0.57% +5K +4.0% $184.79 -13.1%
19 MRK MERCK & CO INC Healthcare 170,247.0 $22.0M 0.57% +34K +25.2% $129.35 +20.9%
20 CVX CHEVRON CORPORATION Energy 118,919.0 $19.7M 0.51% +4K +3.1% $165.76 +20.6%
Page 1 of 13  ·  244 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.7%
Financial Services 14.7%
Consumer Cyclical 10.8%
Communication Services 10.6%
Healthcare 7.6%
Industrials 4.2%
Consumer Defensive 3.4%
Energy 2.0%
Basic Materials 1.3%
Utilities 0.9%