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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 2 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 82,841.0 $23.8M 0.73% +14K +20.4% $286.86 +32.3%
22 GOVT ISHARES TR 998,208.0 $22.9M 0.70% +775K +347.8% $22.91 -1.1%
23 VZ VERIZON COMMUNICATIONS INC Communication Services 440,837.0 $22.1M 0.68% +14K +3.3% $50.20 -3.7%
24 JPM JPMORGAN CHASE & CO Financial Services 70,586.0 $20.8M 0.63% +20K +40.7% $294.16 +4.2%
25 EFA ISHARES TR 187,780.0 $18.2M 0.56% +45K +31.5% $97.13 +7.1%
26 MBB ISHARES TR 190,554.0 $18.1M 0.55% +15K +8.4% $94.95 -0.9%
27 XLK SELECT SECTOR SPDR TR 134,931.0 $17.9M 0.55% +57K +73.2% $132.90 +35.7%
28 CAT CATERPILLAR INC Industrials 23,903.0 $16.9M 0.52% +447.0 +1.9% $708.45 +24.2%
29 TLH ISHARES TR 160,719.0 $16.2M 0.49% +9K +5.9% $100.72 -2.0%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 15,440.0 $15.4M 0.47% +2K +11.2% $996.43 +3.2%
31 EFG ISHARES TR 137,214.0 $15.3M 0.47% +135K +6424.7% $111.37 +9.1%
32 EEM ISHARES TR 268,404.0 $15.2M 0.47% +46K +20.9% $56.79 +16.0%
33 SHOP SHOPIFY INC Technology 126,682.0 $15.0M 0.46% +7K +5.5% $118.62 -13.2%
34 VTI VANGUARD INDEX FDS 45,932.0 $14.7M 0.45% +18K +62.7% $320.81 +14.3%
35 TXN TEXAS INSTRS INC Technology 74,135.0 $14.4M 0.44% +64K +637.4% $194.14 +59.3%
36 KO COCA COLA CO Consumer Defensive 182,944.0 $14.0M 0.43% +93K +103.7% $76.54 +6.5%
37 BERKSHIRE HATHAWAY INC DEL 29,200.0 $14.0M 0.43% +8K +39.8% $479.19
38 GS GOLDMAN SACHS GROUP INC Financial Services 15,797.0 $13.4M 0.41% +1K +8.8% $846.01 +17.8%
39 UNH UNITEDHEALTH GROUP INC Healthcare 44,238.0 $12.0M 0.37% +2K +3.5% $270.59 +43.6%
40 APP APPLOVIN CORP Technology 29,186.0 $11.6M 0.35% +2K +9.2% $397.99 +21.0%
Page 2 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%