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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 3 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NKE NIKE INC Consumer Cyclical 193,772.0 $8.0M 0.21% +176K +984.2% $41.43 -4.7%
42 VRT VERTIV HOLDINGS CO Industrials 23,881.0 $8.0M 0.21% +5K +25.4% $334.82 -23.6%
43 KR KROGER CO Consumer Defensive 142,958.0 $7.9M 0.21% +40K +38.4% $55.53 +5.3%
44 SOXL DIREXION SHARES ETF TRUST 27,858.0 $7.4M 0.19% +5K +22.4% $266.71 -56.6%
45 LOW LOWES COS INC Consumer Cyclical 32,980.0 $7.3M 0.19% +3K +9.6% $220.49 -2.7%
46 PANW PALO ALTO NETWORKS INC Technology 21,255.0 $7.2M 0.19% +774.0 +3.8% $341.03 -0.3%
47 WFC WELLS FARGO & CO Financial Services 85,773.0 $7.1M 0.18% +34K +67.1% $82.64 +2.6%
48 NEE NEXTERA ENERGY INC Utilities 80,295.0 $7.0M 0.18% +3K +4.0% $87.77 -4.0%
49 NVDA CALL NVIDIA CORPORATION Technology 35,100.0 $7.0M 0.18% +20K +137.2% $200.09 +6.5%
50 SPYI NEOS ETF TRUST 131,458.0 $7.0M 0.18% +4K +3.0% $53.09 +0.8%
51 BAC BANK OF AMER CORP Financial Services 120,627.0 $6.9M 0.18% +13K +12.5% $56.98 +9.6%
52 GEV GE VERNOVA INC Utilities 5,606.0 $6.6M 0.17% +1K +33.2% $1175.41 -21.2%
53 T AT&T INC Communication Services 312,302.0 $6.5M 0.17% +69K +28.2% $20.70 +24.4%
54 SPLV INVESCO EXCH TRADED FD TR II 85,394.0 $6.4M 0.17% +11K +14.3% $74.90 +1.0%
55 WMT WALMART INC Consumer Defensive 56,448.0 $6.4M 0.17% +13K +29.9% $113.26 -7.0%
56 GOOGL CALL ALPHABET INC Communication Services 17,800.0 $6.4M 0.17% +12K +206.9% $357.37 -2.9%
57 LLY ELI LILLY & CO Healthcare 5,219.0 $6.3M 0.16% +874.0 +20.1% $1199.43 +2.8%
58 FSLR FIRST SOLAR INC Energy 23,483.0 $5.5M 0.14% +11K +91.7% $235.96 -12.3%
59 AGG ISHARES TR 55,226.0 $5.5M 0.14% +13K +32.3% $98.98 -1.0%
60 VUG VANGUARD INDEX FDS 63,375.0 $5.5M 0.14% +53K +501.5% $86.14 +1.5%
Page 3 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%