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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 5 of 13  ·  244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TPR TAPESTRY INC Consumer Cyclical 24,062.0 $3.5M 0.09% +3K +16.2% $146.38 -11.1%
82 AER AERCAP HOLDINGS NV Industrials 23,980.0 $3.5M 0.09% +5K +23.4% $145.78 +1.1%
83 NEM NEWMONT CORP Basic Materials 37,320.0 $3.5M 0.09% +1K +3.8% $93.40 +44.7%
84 LEIDOS HOLDINGS INC 33,220.0 $3.4M 0.09% +7K +26.5% $102.97
85 HWM HOWMET AEROSPACE INC Industrials 12,526.0 $3.4M 0.09% +1K +9.3% $268.87 -1.8%
86 WWD WOODWARD INC Industrials 7,873.0 $3.3M 0.09% +48.0 +0.6% $425.44 -20.2%
87 RSP INVESCO EXCHANGE TRADED FD T 15,712.0 $3.3M 0.09% +153.0 +1.0% $212.77 +4.2%
88 EME EMCOR GROUP INC Industrials 3,726.0 $3.1M 0.08% +128.0 +3.6% $829.89 -10.8%
89 MUB ISHARES TR 27,122.0 $2.9M 0.08% +370.0 +1.4% $107.62 -1.9%
90 BUCK SIMPLIFY EXCHANGE TRADED FUN 123,900.0 $2.9M 0.07% +71K +132.5% $23.42 +0.2%
91 VTV VANGUARD INDEX FDS 12,822.0 $2.8M 0.07% +755.0 +6.3% $217.93 +4.1%
92 BMY BRISTOL-MYERS SQUIBB CO Healthcare 48,151.0 $2.8M 0.07% +21K +80.3% $57.62 +17.9%
93 VICI VICI PPTYS INC Real Estate 101,837.0 $2.7M 0.07% +1K +1.1% $27.00 -2.6%
94 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 28,555.0 $2.7M 0.07% +277.0 +1.0% $96.12 -49.3%
95 ESLT ELBIT SYS LTD Industrials 3,420.0 $2.6M 0.07% +2K +107.4% $758.72 -4.8%
96 COP CONOCOPHILLIPS Energy 24,663.0 $2.6M 0.07% +23K +1242.6% $103.96 +26.8%
97 VGT VANGUARD WORLD FD 20,394.0 $2.4M 0.06% +4K +26.8% $119.52 -1.7%
98 KMB KIMBERLY-CLARK CORP Consumer Defensive 21,752.0 $2.4M 0.06% +9K +66.2% $111.31 -0.3%
99 QQQI NEOS ETF TRUST 42,328.0 $2.4M 0.06% +3K +8.7% $56.79 -4.7%
100 DBMF LITMAN GREGORY FDS TR 78,326.0 $2.4M 0.06% +69K +740.6% $30.61 +1.3%
Page 5 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%