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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 12 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,114.0 $2.0M 0.06% +513.0 +14.2% $484.90 +9.2%
222 JMST J P MORGAN EXCHANGE TRADED F 39,004.0 $2.0M 0.06% NEW $50.98 -0.1%
223 XLV SELECT SECTOR SPDR TR 13,525.0 $2.0M 0.06% +947.0 +7.5% $146.61 +1.3%
224 JMUB J P MORGAN EXCHANGE TRADED F 39,375.0 $2.0M 0.06% NEW $49.99 +0.5%
225 QQQI NEOS ETF TRUST 38,947.0 $1.9M 0.06% NEW $49.69 +14.4%
226 CGMU CAPITAL GRP FIXED INCM ETF T 70,445.0 $1.9M 0.06% NEW $27.15 +0.6%
227 DELL DELL TECHNOLOGIES INC Technology 11,000.0 $1.8M 0.06% -3K -19.5% $164.13 +85.9%
228 SCHB SCHWAB STRATEGIC TR 71,391.0 $1.8M 0.06% -4K -4.7% $25.10 +15.3%
229 JEPI J P MORGAN EXCHANGE TRADED F 31,249.0 $1.8M 0.05% -2K -5.4% $56.68 -0.8%
230 RTX RTX CORPORATION Industrials 9,158.0 $1.8M 0.05% +1K +16.8% $192.90 -7.2%
231 GOOGL CALL ALPHABET INC Communication Services 5,800.0 $1.7M 0.05% +2K +48.7% $287.56 +35.2%
232 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,709.0 $1.6M 0.05% -10K -26.5% $60.65 -4.3%
233 WM WASTE MGMT INC DEL Industrials 6,858.0 $1.6M 0.05% -6K -46.3% $229.80 -5.2%
234 CMDY ISHARES U S ETF TR 26,007.0 $1.5M 0.05% +12K +85.7% $59.42 +2.4%
235 SCHF SCHWAB STRATEGIC TR 62,071.0 $1.5M 0.05% -2K -3.4% $24.75 +12.2%
236 SANDISK CORP 2,367.0 $1.5M 0.05% NEW $635.34
237 DE DEERE & CO Industrials 2,651.0 $1.5M 0.05% +546.0 +25.9% $565.02 -6.4%
238 FRDM EA SERIES TRUST 27,272.0 $1.5M 0.05% -390.0 -1.4% $54.88 +30.3%
239 TIDAL TRUST II 63,163.0 $1.5M 0.04% NEW $23.43
240 URI UNITED RENTALS INC Industrials 2,015.0 $1.5M 0.04% $728.56 +32.2%
Page 12 of 29  ·  575 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%