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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 3 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QUAL ISHARES TR 40,941.0 $9.0M 0.23% -61K -59.8% $219.43 +2.1%
42 TFLR T ROWE PRICE EXCHANGE-TRADED 176,281.0 $8.9M 0.23% -16K -8.5% $50.41 +0.7%
43 MCD MCDONALDS CORP Consumer Cyclical 32,439.0 $8.8M 0.23% -4K -10.1% $270.31 -0.8%
44 CRWD CROWDSTRIKE HLDGS INC Technology 11,235.0 $8.6M 0.22% -6K -36.5% $190.78 -2.8%
45 IBM INTERNATIONAL BUSINESS MACHS Technology 28,833.0 $8.1M 0.21% -5K -15.6% $281.21 -16.7%
46 PFE PFIZER INC Healthcare 289,182.0 $7.0M 0.18% -11K -3.6% $24.08 +18.6%
47 WDC WESTERN DIGITAL CORP Technology 10,220.0 $6.5M 0.17% -4K -25.8% $638.72 -29.4%
48 PEP PEPSICO INC Consumer Defensive 42,736.0 $5.8M 0.15% -58K -57.4% $135.40 +5.1%
49 TQQQ PROSHARES TR 70,549.0 $5.7M 0.15% -1K -1.4% $81.00 -13.2%
50 TFLO ISHARES TR 112,820.0 $5.7M 0.15% -5K -3.9% $50.63 -0.0%
51 SHOP SHOPIFY INC Technology 46,162.0 $5.3M 0.14% -81K -63.6% $114.18 +34.8%
52 ACWI ISHARES TR 28,716.0 $4.5M 0.12% -20K -40.9% $156.97 +2.6%
53 BE BLOOM ENERGY CORP Industrials 14,838.0 $4.5M 0.12% -2K -11.1% $302.70 -28.2%
54 AGX ARGAN INC Industrials 5,209.0 $4.2M 0.11% -2K -22.4% $798.59 -43.6%
55 FIX COMFORT SYS USA INC Industrials 2,062.0 $4.1M 0.11% -150.0 -6.8% $1982.04 -21.2%
56 CRS CARPENTER TECHNOLOGY CORP Industrials 6,452.0 $4.0M 0.10% -127.0 -1.9% $616.84 -21.2%
57 AMLP ALPS ETF TR 73,619.0 $3.8M 0.10% -1K -1.7% $51.85 +5.3%
58 GL GLOBE LIFE INC Financial Services 20,572.0 $3.7M 0.10% -5K -21.1% $178.68 -3.6%
59 VLUE ISHARES TR 17,089.0 $3.4M 0.09% -467.0 -2.7% $199.81 +0.7%
60 CLS CELESTICA INC Technology 9,240.0 $3.4M 0.09% -208.0 -2.2% $364.80 -15.9%
Page 3 of 11  ·  203 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%