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Portfolio (Quarterly) Guide ↗

SteelPeak Wealth, LLC

· CIK 0001801868
13F Portfolio $3.3B AUM 575 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 130 New 219 Added 169 Reduced 89 Exited
Page 10 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SPYG SPDR SERIES TRUST 5,814.0 $569K 0.02% +438.0 +8.2% $97.91 +20.8%
182 RKLB ROCKET LAB CORP Industrials 8,634.0 $554K 0.02% +4K +90.2% $64.22 +111.4%
183 DHR DANAHER CORP DEL Healthcare 2,746.0 $521K 0.02% +480.0 +21.2% $189.87 -9.4%
184 NUE NUCOR CORP Basic Materials 2,972.0 $504K 0.01% +543.0 +22.4% $169.68 +36.7%
185 SO SOUTHERN CO Utilities 5,027.0 $485K 0.01% +145.0 +3.0% $96.52 -2.0%
186 IJR ISHARES TR 3,808.0 $473K 0.01% +2K +77.2% $124.31 +10.5%
187 ULTA ULTA BEAUTY INC Consumer Cyclical 852.0 $445K 0.01% +472.0 +124.2% $522.87 -1.5%
188 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 29,554.0 $445K 0.01% +5K +20.4% $15.05 -5.5%
189 TEM TEMPUS AI INC Healthcare 9,245.0 $418K 0.01% +1K +14.0% $45.22 +2.1%
190 OKTA OKTA INC Technology 5,166.0 $407K 0.01% +140.0 +2.8% $78.71 +17.2%
191 IWD ISHARES TR 1,874.0 $400K 0.01% +811.0 +76.3% $213.62 +10.6%
192 VBK VANGUARD INDEX FDS 1,319.0 $399K 0.01% +58.0 +4.6% $302.26 +14.8%
193 VNQ VANGUARD INDEX FDS 4,136.0 $367K 0.01% +41.0 +1.0% $88.70 +9.1%
194 AJG GALLAGHER ARTHUR J & CO Financial Services 1,626.0 $352K 0.01% +12.0 +0.7% $216.62 -5.5%
195 VSGX VANGUARD WORLD FD 4,878.0 $350K 0.01% +26.0 +0.5% $71.72 +11.8%
196 VCIT VANGUARD SCOTTSDALE FDS 4,146.0 $343K 0.01% +1K +37.9% $82.74 -0.6%
197 EFAV ISHARES TR 3,648.0 $333K 0.01% +245.0 +7.2% $91.37 +0.1%
198 IYW ISHARES TR 1,806.0 $328K 0.01% +40.0 +2.3% $181.45 +33.2%
199 STK COLUMBIA SELIGM PREM TECH GR Financial Services 8,255.0 $313K 0.01% +119.0 +1.5% $37.93 +42.4%
200 UCON FIRST TR EXCHNG TRADED FD VI 12,449.0 $308K 0.01% +988.0 +8.6% $24.77 +0.0%
Page 10 of 11  ·  219 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 39.7%
Financial Services 16.0%
Communication Services 11.6%
Consumer Cyclical 10.3%
Healthcare 8.3%
Industrials 4.3%
Consumer Defensive 3.6%
Energy 2.6%
Basic Materials 2.1%
Utilities 0.9%