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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 10 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JNJ CALL JOHNSON & JOHNSON Healthcare 1,900.0 $483K 0.01% +800.0 +72.7% $253.97 +6.5%
182 STK COLUMBIA SELIGM PREM TECH GR Financial Services 8,328.0 $449K 0.01% +73.0 +0.9% $53.87 -3.4%
183 VBR VANGUARD INDEX FDS 1,824.0 $443K 0.01% +887.0 +94.7% $242.99 +2.5%
184 GKOS GLAUKOS CORP Healthcare 3,118.0 $436K 0.01% +79.0 +2.6% $139.76 +28.9%
185 TGT TARGET CORP Consumer Defensive 3,331.0 $435K 0.01% +105.0 +3.2% $130.62 +25.9%
186 ROST ROSS STORES INC Consumer Cyclical 2,032.0 $432K 0.01% +184.0 +10.0% $212.81 +11.1%
187 BND VANGUARD BD INDEX FDS 5,652.0 $415K 0.01% +985.0 +21.1% $73.41 -1.1%
188 TMO THERMO FISHER SCIENTIFIC INC Healthcare 823.0 $413K 0.01% +75.0 +10.0% $502.13 +26.1%
189 NEE CALL NEXTERA ENERGY INC Utilities 4,700.0 $413K 0.01% +2K +56.7% $87.77 -4.0%
190 VNQ VANGUARD INDEX FDS 4,210.0 $406K 0.01% +74.0 +1.8% $96.44 +2.7%
191 VSGX VANGUARD WORLD FD 4,913.0 $405K 0.01% +35.0 +0.7% $82.34 +1.8%
192 CB CHUBB LIMITED Financial Services 1,167.0 $398K 0.01% +545.0 +87.6% $341.36 +0.7%
193 CIFR CIPHER DIGITAL INC Financial Services 16,241.0 $398K 0.01% +5K +46.5% $24.50 -34.2%
194 BOTZ GLOBAL X FDS 10,430.0 $396K 0.01% +3K +36.5% $37.96 -6.0%
195 OXY OCCIDENTAL PETE CORP Energy 8,088.0 $395K 0.01% +767.0 +10.5% $48.84 +19.8%
196 ALL ALLSTATE CORP Financial Services 1,541.0 $368K 0.01% +16.0 +1.1% $239.01 +8.9%
197 BKSY BLACKSKY TECHNOLOGY INC Technology 12,684.0 $354K 0.01% +2K +17.4% $27.92 -12.2%
198 VLO VALERO ENERGY CORP Energy 1,345.0 $350K 0.01% +78.0 +6.2% $260.44 +31.8%
199 EAGG ISHARES TR 7,276.0 $345K 0.01% +54.0 +0.8% $47.41 -1.2%
200 EFAV ISHARES TR 3,836.0 $336K 0.01% +188.0 +5.2% $87.71 +7.7%
Page 10 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%