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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 2 of 29  ·  575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA CALL TESLA INC Consumer Cyclical 83,400.0 $31.0M 0.95% +82K +6850.0% $371.75 +14.6%
22 LRCX LAM RESEARCH CORP Technology 144,006.0 $30.8M 0.94% -72K -33.3% $213.91 +42.7%
23 IVW ISHARES TR 265,668.0 $30.0M 0.92% -15K -5.3% $113.11 +20.8%
24 DIA STATE STR SPDR DOW JONES IND Financial Services 63,869.0 $29.6M 0.91% +3K +5.4% $464.15 +9.0%
25 DYNF BLACKROCK ETF TRUST 503,502.0 $29.3M 0.90% -167K -24.9% $58.18 +14.6%
26 IEMG ISHARES INC 419,980.0 $29.3M 0.90% -83K -16.5% $69.75 +15.5%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 188,532.0 $27.6M 0.84% -26K -11.9% $146.28 -6.4%
28 ISRG INTUITIVE SURGICAL INC Healthcare 55,906.0 $25.8M 0.79% +46K +451.9% $460.99 -5.0%
29 IWM ISHARES TR 98,806.0 $24.5M 0.75% +19K +24.2% $248.00 +15.0%
30 EFV ISHARES TR 327,574.0 $24.4M 0.74% -37K -10.1% $74.35 +5.8%
31 CVX CHEVRON CORPORATION Energy 115,336.0 $23.9M 0.73% -8K -6.8% $206.90 -7.5%
32 GOOG ALPHABET INC Communication Services 82,841.0 $23.8M 0.73% +14K +20.4% $286.86 +32.3%
33 GOVT ISHARES TR 998,208.0 $22.9M 0.70% +775K +347.8% $22.91 -1.1%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 440,837.0 $22.1M 0.68% +14K +3.3% $50.20 -3.7%
35 JPM JPMORGAN CHASE & CO Financial Services 70,586.0 $20.8M 0.63% +20K +40.7% $294.16 +4.2%
36 QUAL ISHARES TR 101,884.0 $19.5M 0.60% -3K -2.8% $191.81 +11.8%
37 JNJ JOHNSON & JOHNSON Healthcare 78,253.0 $19.1M 0.58% -6K -6.9% $244.44 -4.1%
38 MTUM ISHARES TR 77,484.0 $18.6M 0.57% -3K -3.8% $239.99 +26.5%
39 RIO RIO TINTO PLC Basic Materials 191,195.0 $18.3M 0.56% -7K -3.3% $95.83 +8.8%
40 EFA ISHARES TR 187,780.0 $18.2M 0.56% +45K +31.5% $97.13 +7.1%
Page 2 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%