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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 23 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PTC PTC INC Technology 4,126.0 $469K 0.01% -2K -37.0% $113.61 +33.4%
442 MGK VANGUARD WORLD FD 5,202.0 $457K 0.01% NEW $87.91 +1.1%
443 TLN TALEN ENERGY CORP Utilities 1,189.0 $457K 0.01% NEW $384.26 -20.3%
444 STLD STEEL DYNAMICS INC Basic Materials 1,983.0 $456K 0.01% -15K -88.0% $229.99 +2.6%
445 IWD ISHARES TR 1,874.0 $454K 0.01% $242.37 +6.6%
446 XLI SELECT SECTOR SPDR TR 2,439.0 $452K 0.01% -65K -96.4% $185.23 -2.6%
447 ORA ORMAT TECHNOLOGIES INC Utilities 4,138.0 $451K 0.01% -3K -39.7% $108.90 -5.0%
448 STK COLUMBIA SELIGM PREM TECH GR Financial Services 8,328.0 $449K 0.01% +73.0 +0.9% $53.87 -3.3%
449 IYW ISHARES TR 1,776.0 $448K 0.01% -30.0 -1.7% $252.28 -2.2%
450 GM GENERAL MTRS CO Consumer Cyclical 5,807.0 $448K 0.01% -34K -85.3% $77.09 +12.0%
451 VV VANGUARD INDEX FDS 1,293.0 $445K 0.01% NEW $343.82 +2.6%
452 VBR VANGUARD INDEX FDS 1,824.0 $443K 0.01% +887.0 +94.7% $242.99 +2.5%
453 THC TENET HEALTHCARE CORP Healthcare 2,339.0 $438K 0.01% $187.08 +46.6%
454 GKOS GLAUKOS CORP Healthcare 3,118.0 $436K 0.01% +79.0 +2.6% $139.76 +29.2%
455 TGT TARGET CORP Consumer Defensive 3,331.0 $435K 0.01% +105.0 +3.2% $130.62 +25.6%
456 ROST ROSS STORES INC Consumer Cyclical 2,032.0 $432K 0.01% +184.0 +10.0% $212.81 +11.0%
457 RKLB ROCKET LAB CORP Industrials 4,236.0 $431K 0.01% -4K -50.9% $101.65 -34.9%
458 BILS SPDR SERIES TRUST 4,323.0 $430K 0.01% NEW $99.38 +0.0%
459 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,153.0 $427K 0.01% NEW $370.48 -3.2%
460 DE DEERE & CO Industrials 655.0 $417K 0.01% -2K -75.3% $636.36 -0.3%
Page 23 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%