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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 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS DISNEY WALT CO Communication Services 34,436.0 $3.3M 0.09% -5K -13.2% $97.00 +14.7%
62 SYF SYNCHRONY FINANCIAL Financial Services 42,605.0 $3.2M 0.08% -12K -21.5% $76.05 +6.2%
63 DHI D R HORTON INC Consumer Cyclical 19,206.0 $3.1M 0.08% -8K -28.9% $162.88 -7.4%
64 DELL DELL TECHNOLOGIES INC Technology 7,243.0 $3.1M 0.08% -4K -34.1% $431.46 +4.5%
65 SNDK SANDISK CORP Technology 1,314.0 $3.0M 0.08% -1K -44.5% $2273.73 -34.9%
66 MO ALTRIA GROUP INC Consumer Defensive 40,601.0 $3.0M 0.08% -1K -3.1% $73.04 -6.8%
67 SBAC SBA COMMUNICATIONS CORP Real Estate 16,314.0 $2.9M 0.07% -463.0 -2.8% $176.46 +6.3%
68 UNP UNION PAC CORP Industrials 10,351.0 $2.8M 0.07% -3K -20.3% $272.00 +13.8%
69 SMH VANECK ETF TRUST 4,192.0 $2.7M 0.07% -2K -29.3% $655.87 -15.3%
70 BA BOEING CO Industrials 12,497.0 $2.7M 0.07% -16K -55.7% $216.47 -2.5%
71 CCJ CAMECO CORP Energy 26,350.0 $2.7M 0.07% -2K -5.9% $101.86 +5.0%
72 OMFL INVESCO EXCH TRD SLF IDX FD 35,552.0 $2.4M 0.06% -202.0 -0.6% $68.54 +3.5%
73 CMF ISHARES TR 40,675.0 $2.3M 0.06% -4K -9.9% $57.64 -1.9%
74 ANET ARISTA NETWORKS INC Technology 13,791.0 $2.3M 0.06% -3K -15.8% $169.88 +12.4%
75 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,390.0 $2.3M 0.06% -4K -63.2% $965.71 -14.9%
76 DUOL DUOLINGO INC Technology 20,045.0 $2.3M 0.06% -4K -16.5% $115.02 +27.0%
77 XLF SELECT SECTOR SPDR TR 42,556.0 $2.3M 0.06% -140K -76.7% $53.61 +8.8%
78 VTEB VANGUARD MUN BD FDS 45,081.0 $2.3M 0.06% -2K -4.6% $50.58 -2.0%
79 NOC NORTHROP GRUMMAN CORP Industrials 4,166.0 $2.1M 0.06% -3K -41.1% $509.35 +6.5%
80 ORCL ORACLE CORP Technology 14,262.0 $2.1M 0.05% -8K -36.7% $146.55 -1.3%
Page 4 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%