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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 2 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF BLACKROCK ETF TRUST 507,775.0 $34.5M 0.89% +4K +0.8% $68.01 +1.5%
22 MRVL MARVELL TECHNOLOGY INC Technology 109,543.0 $32.6M 0.84% -48K -30.5% $297.89 -19.3%
23 TXN TEXAS INSTRS INC Technology 107,762.0 $32.1M 0.83% +34K +45.4% $298.07 -12.8%
24 IVE ISHARES TR 131,659.0 $29.9M 0.77% -34K -20.6% $227.06 +4.6%
25 IWM ISHARES TR 96,759.0 $29.1M 0.75% -2K -2.1% $300.45 -0.4%
26 GOOG ALPHABET INC 82,103.0 $29.0M 0.75% -738.0 -0.9% $353.33
27 DIA STATE STR SPDR DOW JONES IND Financial Services 55,198.0 $28.9M 0.75% -9K -13.6% $523.36 +2.3%
28 TMUS T-MOBILE US INC Communication Services 171,871.0 $28.8M 0.75% +113K +191.7% $167.73 +8.3%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 29,775.0 $27.9M 0.72% +14K +92.8% $935.47 +2.6%
30 MTUM ISHARES TR 71,207.0 $24.4M 0.63% -6K -8.1% $342.83 -11.8%
31 GOVT ISHARES TR 1,050,429.0 $23.9M 0.62% +52K +5.2% $22.78 -0.9%
32 IEMG ISHARES INC 287,273.0 $23.8M 0.62% -133K -31.6% $82.84 -1.1%
33 JNJ JOHNSON & JOHNSON Healthcare 90,701.0 $23.0M 0.60% +12K +15.9% $253.97 +7.5%
34 KLAC KLA CORP Technology 74,626.0 $22.5M 0.58% +68K +1038.6% $301.71 -39.2%
35 VTI VANGUARD INDEX FDS 60,449.0 $22.4M 0.58% +15K +31.6% $370.04 +2.2%
36 QCOM QUALCOMM INC Technology 120,222.0 $22.2M 0.57% +5K +4.0% $184.79 -13.1%
37 MRK MERCK & CO INC Healthcare 170,247.0 $22.0M 0.57% +34K +25.2% $129.35 +20.9%
38 TSLA CALL TESLA INC Consumer Cyclical 52,200.0 $22.0M 0.57% -31K -37.4% $420.60 -16.7%
39 ASTRANA HEALTH INC 464,937.0 $21.6M 0.56% -95K -17.0% $46.41
40 XLK SELECT SECTOR SPDR TR 108,265.0 $20.6M 0.53% -27K -19.8% $190.52 -4.6%
Page 2 of 33  ·  643 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%