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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 7 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AXP AMERICAN EXPRESS CO Financial Services 2,064.0 $698K 0.02% -1K -36.1% $338.25 -0.6%
122 OKTA OKTA INC Technology 5,060.0 $690K 0.02% -106.0 -2.0% $136.45 -1.5%
123 MCK MCKESSON CORP Healthcare 911.0 $689K 0.02% -3K -74.1% $756.10 +18.6%
124 USB US BANCORP Financial Services 11,103.0 $676K 0.02% -101.0 -0.9% $60.92 +3.1%
125 HLF HERBALIFE LTD Consumer Defensive 50,000.0 $658K 0.02% -150K -75.0% $13.15 -5.8%
126 ICVT ISHARES TR 4,973.0 $605K 0.02% -7K -57.5% $121.74 -5.1%
127 UPS UNITED PARCEL SVCS INC Industrials 5,496.0 $591K 0.01% -8K -59.4% $107.51 -1.7%
128 TWST TWIST BIOSCIENCE CORP Healthcare 5,677.0 $584K 0.01% -14K -70.9% $102.88 +45.9%
129 MMM 3M CO Industrials 3,599.0 $583K 0.01% -596.0 -14.2% $161.89 +11.2%
130 MU CALL MICRON TECHNOLOGY INC Technology 500.0 $577K 0.01% -500.0 -50.0% $1154.29 -18.7%
131 PSN PARSONS CORP DEL Industrials 10,755.0 $563K 0.01% -4K -27.9% $52.39 -7.2%
132 XSLV INVESCO EXCH TRADED FD TR II 10,564.0 $554K 0.01% -1K -11.2% $52.41 +1.3%
133 FISV FISERV INC Technology 10,860.0 $533K 0.01% -4K -24.9% $49.05 +6.9%
134 ONDS ONDAS INC Technology 64,607.0 $532K 0.01% -22K -25.3% $8.24 -0.2%
135 OSIS OSI SYSTEMS INC Technology 2,383.0 $521K 0.01% -508.0 -17.6% $218.70 -3.5%
136 VONG VANGUARD SCOTTSDALE FDS 3,949.0 $505K 0.01% -3K -40.1% $127.80 -1.9%
137 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 28,642.0 $497K 0.01% -912.0 -3.1% $17.35 -5.9%
138 BRKR BRUKER CORP Healthcare 8,215.0 $494K 0.01% -16K -66.1% $60.19 -5.2%
139 VCSH VANGUARD SCOTTSDALE FDS 6,197.0 $490K 0.01% -4K -36.7% $79.03 -0.4%
140 BK BANK OF NY MELLON CORP Financial Services 3,360.0 $486K 0.01% -53.0 -1.6% $144.61 -0.6%
Page 7 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%