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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 2 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASTRANA HEALTH INC 559,937.0 $13.7M 0.42% -20K -3.5% $24.52
22 THRO BLACKROCK ETF TRUST 363,538.0 $13.2M 0.40% -26K -6.8% $36.22 +17.9%
23 TMUS T-MOBILE US INC Communication Services 58,917.0 $12.4M 0.38% -19K -24.9% $210.03 -8.8%
24 LIN LINDE PLC Basic Materials 24,589.0 $12.2M 0.37% -11K -30.3% $495.76 +4.4%
25 TFLR T ROWE PRICE ETF INC 192,618.0 $9.7M 0.30% -5K -2.8% $50.36 +1.2%
26 PFE PFIZER INC Healthcare 299,943.0 $8.4M 0.26% -44K -12.8% $28.08 -7.8%
27 ABBV ABBVIE INC Healthcare 36,637.0 $8.0M 0.24% -4K -10.5% $217.49 -0.8%
28 TFLO ISHARES TR 117,397.0 $5.9M 0.18% -10K -7.5% $50.63 -0.0%
29 BAC BANK AMERICA CORP Financial Services 107,240.0 $5.2M 0.16% -5K -4.7% $48.75 +6.3%
30 INTU INTUIT Technology 11,587.0 $5.0M 0.15% -13K -53.6% $432.39 -26.0%
31 VRT VERTIV HOLDINGS CO Industrials 19,046.0 $4.8M 0.15% -6K -22.5% $250.58 +30.7%
32 VEA VANGUARD TAX-MANAGED FDS 72,263.0 $4.6M 0.14% -43K -37.3% $64.08 +10.0%
33 VUG VANGUARD INDEX FDS 10,536.0 $4.6M 0.14% -520.0 -4.7% $436.79 -80.0%
34 CTVA CORTEVA INC Basic Materials 54,431.0 $4.6M 0.14% -4K -6.2% $83.71 -5.0%
35 IAU ISHARES GOLD TR Financial Services 49,904.0 $4.4M 0.13% -82K -62.1% $88.16 -3.8%
36 BX BLACKSTONE INC Financial Services 36,987.0 $4.3M 0.13% -5K -11.6% $114.99 +3.1%
37 AGG ISHARES TR 41,755.0 $4.1M 0.13% -9K -17.7% $99.27 -0.8%
38 NEM NEWMONT CORP Basic Materials 35,947.0 $3.9M 0.12% -2K -4.6% $108.25 -0.6%
39 AEP AMERICAN ELEC PWR CO INC Utilities 29,321.0 $3.8M 0.12% -6K -17.3% $131.08 +0.4%
40 WDC WESTERN DIGITAL CORP Technology 13,776.0 $3.7M 0.11% -21K -60.7% $270.48 +79.0%
Page 2 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%