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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
Q2 2026 Q1 2026 · All 130 New 219 Added 169 Reduced
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 -6.8%
22 LRCX LAM RESEARCH CORP Technology 144,006.0 $30.8M 0.94% -72K -33.3% $213.91 +46.7%
23 IVW ISHARES TR 265,668.0 $30.0M 0.92% -15K -5.3% $113.11 +22.5%
24 DIA STATE STR SPDR DOW JONES IND Financial Services 63,869.0 $29.6M 0.91% +3K +5.4% $464.15 +15.1%
25 DYNF BLACKROCK ETF TRUST 503,502.0 $29.3M 0.90% -167K -24.9% $58.18 +18.8%
26 IEMG ISHARES INC 419,980.0 $29.3M 0.90% -83K -16.5% $69.75 +17.5%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 188,532.0 $27.6M 0.84% -26K -11.9% $146.28 +20.7%
28 ISRG INTUITIVE SURGICAL INC Healthcare 55,906.0 $25.8M 0.79% +46K +451.9% $460.99 -19.9%
29 IWM ISHARES TR 98,806.0 $24.5M 0.75% +19K +24.2% $248.00 +20.5%
30 EFV ISHARES TR 327,574.0 $24.4M 0.74% -37K -10.1% $74.35 +10.6%
31 CVX CHEVRON CORPORATION Energy 115,336.0 $23.9M 0.73% -8K -6.8% $206.90 -2.9%
32 GOOG ALPHABET INC 82,841.0 $23.8M 0.73% +14K +20.4% $286.86
33 GOVT ISHARES TR 998,208.0 $22.9M 0.70% +775K +347.8% $22.91 -1.7%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 440,837.0 $22.1M 0.68% +14K +3.3% $50.20 +0.1%
35 JPM JPMORGAN CHASE & CO Financial Services 70,586.0 $20.8M 0.63% +20K +40.7% $294.16 +21.4%
36 QUAL ISHARES TR 101,884.0 $19.5M 0.60% -3K -2.8% $191.81 +16.7%
37 JNJ JOHNSON & JOHNSON Healthcare 78,253.0 $19.1M 0.58% -6K -6.9% $244.44 +10.5%
38 MTUM ISHARES TR 77,484.0 $18.6M 0.57% -3K -3.8% $239.99 +26.6%
39 RIO RIO TINTO PLC Basic Materials 191,195.0 $18.3M 0.56% -7K -3.3% $95.83 +9.5%
40 EFA ISHARES TR 187,780.0 $18.2M 0.56% +45K +31.5% $97.13 +11.5%
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 40.2%
Financial Services 16.2%
Communication Services 10.6%
Consumer Cyclical 10.4%
Healthcare 8.4%
Industrials 4.3%
Consumer Defensive 3.7%
Energy 2.6%
Basic Materials 2.2%
Utilities 1.0%