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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 1 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 146,100.0 $84.3M 2.58% -15K -9.0% $577.18 +24.3%
2 IVE ISHARES TR 165,861.0 $35.0M 1.07% -39K -19.1% $211.15 +8.0%
3 MU MICRON TECHNOLOGY INC Technology 96,640.0 $32.7M 1.00% -58K -37.6% $337.99 +122.2%
4 LRCX LAM RESEARCH CORP Technology 144,006.0 $30.8M 0.94% -72K -33.3% $213.91 +42.7%
5 IVW ISHARES TR 265,668.0 $30.0M 0.92% -15K -5.3% $113.11 +20.8%
6 DYNF BLACKROCK ETF TRUST 503,502.0 $29.3M 0.90% -167K -24.9% $58.18 +14.6%
7 IEMG ISHARES INC 419,980.0 $29.3M 0.90% -83K -16.5% $69.75 +15.5%
8 PLTR PALANTIR TECHNOLOGIES INC Technology 188,532.0 $27.6M 0.84% -26K -11.9% $146.28 -6.4%
9 EFV ISHARES TR 327,574.0 $24.4M 0.74% -37K -10.1% $74.35 +5.8%
10 CVX CHEVRON CORPORATION Energy 115,336.0 $23.9M 0.73% -8K -6.8% $206.90 -7.5%
11 QUAL ISHARES TR 101,884.0 $19.5M 0.60% -3K -2.8% $191.81 +11.8%
12 JNJ JOHNSON & JOHNSON Healthcare 78,253.0 $19.1M 0.58% -6K -6.9% $244.44 -4.1%
13 MTUM ISHARES TR 77,484.0 $18.6M 0.57% -3K -3.8% $239.99 +26.5%
14 RIO RIO TINTO PLC Basic Materials 191,195.0 $18.3M 0.56% -7K -3.3% $95.83 +8.8%
15 MRK MERCK & CO INC Healthcare 135,983.0 $16.5M 0.50% -55K -28.6% $121.10 +1.1%
16 BINC BLACKROCK ETF TRUST II 305,829.0 $15.9M 0.48% -51K -14.2% $51.93 +0.5%
17 MRVL MARVELL TECHNOLOGY INC Technology 157,536.0 $15.6M 0.48% -2K -1.3% $99.05 +98.2%
18 PEP PEPSICO INC Consumer Defensive 100,290.0 $15.6M 0.48% -2K -1.7% $155.29 -3.0%
19 QCOM QUALCOMM INC Technology 115,572.0 $14.9M 0.46% -54K -31.8% $128.78 +84.9%
20 BAI BLACKROCK ETF TRUST 421,583.0 $13.9M 0.42% -17K -3.8% $32.95 +45.1%
Page 1 of 9  ·  169 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%