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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 6 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TDY TELEDYNE TECHNOLOGIES INC Technology 1,683.0 $1.1M 0.03% -188.0 -10.1% $666.90 -5.0%
102 HOOD ROBINHOOD MKTS INC Financial Services 10,836.0 $1.1M 0.03% -39K -78.3% $100.28 +8.2%
103 LIN LINDE PLC Basic Materials 2,067.0 $1.1M 0.03% -23K -91.6% $518.98 -5.5%
104 FTEC FIDELITY COVINGTON TRUST 3,436.0 $981K 0.03% -49.0 -1.4% $285.61 -1.4%
105 ARKK ARK ETF TR 11,454.0 $926K 0.02% -2K -11.7% $80.82 +6.1%
106 HOOD CALL ROBINHOOD MKTS INC Financial Services 9,000.0 $903K 0.02% -400.0 -4.3% $100.28 +8.2%
107 WDC CALL WESTERN DIGITAL CORP Technology 1,400.0 $894K 0.02% -600.0 -30.0% $638.72 -26.6%
108 MINT PIMCO ETF TR 8,864.0 $894K 0.02% -462.0 -5.0% $100.81 -0.0%
109 COIN COINBASE GLOBAL INC Financial Services 6,084.0 $889K 0.02% -2K -22.7% $146.20 +24.3%
110 APP APPLOVIN CORP Technology 1,669.0 $860K 0.02% -28K -94.3% $515.14 -40.2%
111 JAAA JANUS DETROIT STR TR 16,236.0 $823K 0.02% -7K -31.5% $50.69 -0.0%
112 CRM SALESFORCE INC Technology 5,161.0 $811K 0.02% -17K -77.0% $157.09 +30.9%
113 SPYM SPDR SERIES TRUST 9,040.0 $794K 0.02% -117.0 -1.3% $87.88 +2.6%
114 SNOW SNOWFLAKE INC Technology 3,098.0 $788K 0.02% -1K -26.9% $254.50 +23.9%
115 MPLX MPLX LP Energy 13,595.0 $766K 0.02% -790.0 -5.5% $56.33 +5.3%
116 ON ON SEMICONDUCTOR CORP Technology 7,998.0 $756K 0.02% -8K -51.0% $94.54 -22.6%
117 IGHG PROSHARES TR 9,420.0 $738K 0.02% -8K -47.4% $78.33 -0.5%
118 KMI KINDER MORGAN INC DEL Energy 23,040.0 $737K 0.02% -3K -12.0% $31.97 +0.2%
119 CEG CONSTELLATION ENERGY CORP Utilities 2,919.0 $725K 0.02% -485.0 -14.2% $248.39 +12.5%
120 CDNS CADENCE DESIGN SYSTEM INC Technology 1,894.0 $711K 0.02% -463.0 -19.6% $375.32 -10.8%
Page 6 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%