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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 21 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MU CALL MICRON TECHNOLOGY INC Technology 500.0 $577K 0.01% -500.0 -50.0% $1154.29 -18.7%
402 RCAT RED CAT HLDGS INC Technology 53,935.0 $574K 0.01% NEW $10.65 -16.2%
403 SPYX SPDR SERIES TRUST 9,280.0 $567K 0.01% $61.10 +2.7%
404 MOD MODINE MFG CO Consumer Cyclical 2,123.0 $567K 0.01% NEW $267.02 -29.9%
405 IJR ISHARES TR 3,807.0 $565K 0.01% $148.33 -1.0%
406 PSN PARSONS CORP DEL Industrials 10,755.0 $563K 0.01% -4K -27.9% $52.39 -7.2%
407 LRCX CALL LAM RESEARCH CORP Technology 1,300.0 $563K 0.01% +200.0 +18.2% $433.33 -27.8%
408 GNRC GENERAC HLDGS INC Industrials 1,916.0 $561K 0.01% NEW $292.81 -29.4%
409 SPHD INVESCO EXCH TRADED FD TR II 10,993.0 $559K 0.01% +2K +26.1% $50.84 +4.9%
410 IFRA ISHARES TR 8,845.0 $558K 0.01% $63.04 -4.5%
411 XSLV INVESCO EXCH TRADED FD TR II 10,564.0 $554K 0.01% -1K -11.2% $52.41 +1.3%
412 VNO VORNADO RLTY TR Real Estate 13,671.0 $537K 0.01% +3K +32.7% $39.30 -0.9%
413 VRSN VERISIGN INC Technology 2,123.0 $534K 0.01% NEW $251.56 +16.5%
414 FISV FISERV INC Technology 10,860.0 $533K 0.01% -4K -24.9% $49.05 +6.9%
415 ONDS ONDAS INC Technology 64,607.0 $532K 0.01% -22K -25.3% $8.24 -0.2%
416 DAL DELTA AIR LINES INC Industrials 5,657.0 $530K 0.01% +298.0 +5.6% $93.66 -11.3%
417 SCHW SCHWAB CHARLES CORP Financial Services 5,737.0 $529K 0.01% +3K +96.2% $92.27 +18.6%
418 FNDE SCHWAB STRATEGIC TR 13,257.0 $526K 0.01% NEW $39.68 +5.6%
419 OSIS OSI SYSTEMS INC Technology 2,383.0 $521K 0.01% -508.0 -17.6% $218.70 -3.5%
420 SLG CALL SL GREEN RLTY CORP Real Estate 10,000.0 $518K 0.01% $51.77 +13.3%
Page 21 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%