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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 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CDX SIMPLIFY EXCHANGE TRADED FUN 23,544.0 $497K 0.01% NEW $21.12 -1.5%
82 FLEX FLEX LTD Technology 3,048.0 $494K 0.01% NEW $162.07 -32.6%
83 VXUS VANGUARD STAR FDS 5,563.0 $476K 0.01% NEW $85.49 +3.1%
84 PL PLANET LABS PBC Industrials 14,251.0 $472K 0.01% NEW $33.13 -35.0%
85 MGK VANGUARD WORLD FD 5,202.0 $457K 0.01% NEW $87.91 +1.1%
86 TLN TALEN ENERGY CORP Utilities 1,189.0 $457K 0.01% NEW $384.26 -19.9%
87 VV VANGUARD INDEX FDS 1,293.0 $445K 0.01% NEW $343.82 +2.6%
88 BILS SPDR SERIES TRUST 4,323.0 $430K 0.01% NEW $99.38 -0.0%
89 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,153.0 $427K 0.01% NEW $370.48 -3.4%
90 FEDEX FGHT HLDG CO INC 2,669.0 $403K 0.01% NEW $151.00
91 OKLO OKLO INC Utilities 7,516.0 $393K 0.01% NEW $52.33 -15.4%
92 BSCR INVESCO EXCH TRD SLF IDX FD 19,981.0 $392K 0.01% NEW $19.61 -0.0%
93 GPN CALL GLOBAL PMTS INC Industrials 5,000.0 $363K 0.01% NEW $72.56 +29.3%
94 FTAI AVIATION LTD 1,240.0 $336K 0.01% NEW $270.58
95 GEM GOLDMAN SACHS ETF TR 6,349.0 $330K 0.01% NEW $52.00 -1.3%
96 TGTX TG THERAPEUTICS INC Healthcare 5,933.0 $326K 0.01% NEW $54.94 +0.9%
97 DLR DIGITAL RLTY TR INC Real Estate 1,792.0 $322K 0.01% NEW $179.58 +7.1%
98 QQQM INVESCO EXCH TRADED FD TR II 1,019.0 $309K 0.01% NEW $303.07 -3.4%
99 TXG 10X GENOMICS INC Healthcare 8,050.0 $309K 0.01% NEW $38.34 +68.8%
100 CASY CASEYS GEN STORES INC Consumer Cyclical 380.0 $302K 0.01% NEW $794.79 +3.8%
Page 5 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%