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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COHR COHERENT CORP Technology 2,068.0 $816K 0.02% NEW $394.47 -27.0%
62 UNOV INNOVATOR ETFS TRUST 20,273.0 $814K 0.02% NEW $40.16 +2.1%
63 GIS GENERAL MILLS INC Consumer Defensive 23,044.0 $802K 0.02% NEW $34.80 +14.3%
64 DRAM ROUNDHILL ETF TRUST 10,856.0 $802K 0.02% NEW $73.85 -23.8%
65 O REALTY INCOME CORP Real Estate 11,933.0 $743K 0.02% NEW $62.23 +1.0%
66 QCOM CALL QUALCOMM INC Technology 4,000.0 $739K 0.02% NEW $184.79 -13.1%
67 VANGUARD MALVERN FDS 14,020.0 $719K 0.02% NEW $51.29
68 ES EVERSOURCE ENERGY Utilities 9,798.0 $708K 0.02% NEW $72.27 -1.7%
69 OII OCEANEERING INTL INC Energy 16,508.0 $669K 0.02% NEW $40.52 +23.2%
70 GSIE GOLDMAN SACHS ETF TR 14,085.0 $644K 0.02% NEW $45.70 +6.0%
71 SPACE EXPLORATION TECHN CORP 3,738.0 $639K 0.02% NEW $170.84
72 BDC BELDEN INC Technology 5,049.0 $606K 0.02% NEW $119.96 -2.5%
73 MTBA SIMPLIFY EXCHANGE TRADED FUN 12,054.0 $591K 0.01% NEW $49.07 -0.4%
74 RCAT RED CAT HLDGS INC Technology 53,935.0 $574K 0.01% NEW $10.65 -14.6%
75 MOD MODINE MFG CO Consumer Cyclical 2,123.0 $567K 0.01% NEW $267.02 -29.6%
76 GNRC GENERAC HLDGS INC Industrials 1,916.0 $561K 0.01% NEW $292.81 -31.1%
77 VRSN VERISIGN INC Technology 2,123.0 $534K 0.01% NEW $251.56 +16.8%
78 FNDE SCHWAB STRATEGIC TR 13,257.0 $526K 0.01% NEW $39.68 +5.7%
79 GAEM SIMPLIFY EXCHANGE TRADED FUN 18,758.0 $505K 0.01% NEW $26.91 +0.4%
80 KNRG SIMPLIFY EXCHANGE TRADED FUN 19,504.0 $501K 0.01% NEW $25.70 +0.3%
Page 4 of 7  ·  139 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%