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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 31 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 LNG CHENIERE ENERGY INC Energy 853.0 $204K 0.01% -437.0 -33.9% $239.01 +16.6%
602 CLSK CLEANSPARK INC Technology 13,936.0 $203K 0.01% NEW $14.55 -12.4%
603 FIRST TR EXCHANGE-TRADED FD 6,335.0 $201K 0.01% -3K -30.3% $31.76
604 SHEL SHELL PLC Energy 2,586.0 $201K 0.01% +352.0 +15.8% $77.54 +18.9%
605 AIS TIDAL TRUST III 2,350.0 $200K 0.01% NEW $85.31 -20.2%
606 FLO FLOWERS FOODS INC Consumer Defensive 25,092.0 $198K 0.01% +7K +40.2% $7.90 -10.0%
607 PRGO PERRIGO CO PLC Healthcare 18,516.0 $192K 0.01% NEW $10.39 +39.4%
608 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 200.0 $187K 0.01% NEW $935.47 +2.6%
609 DFII FIRST TR EXCHANGE-TRADED FD 16,275.0 $181K 0.01% +4K +31.6% $11.12 +23.8%
610 LITE CALL LUMENTUM HLDGS INC Technology 200.0 $172K 0.00% NEW $858.06 +3.2%
611 VCV INVESCO CALIF VALUE MUN INCO Financial Services 15,800.0 $170K 0.00% $10.79 -2.4%
612 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 1,300.0 $152K 0.00% -100.0 -7.1% $116.67 +48.1%
613 SHOP PUT SHOPIFY INC Technology 1,300.0 $148K 0.00% -1K -48.0% $114.18 +34.8%
614 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 13,741.0 $137K 0.00% $10.00 -1.7%
615 FJET STARFIGHTERS SPACE INC Industrials 24,344.0 $130K 0.00% NEW $5.32 -27.4%
616 TSLA PUT TESLA INC Consumer Cyclical 300.0 $126K 0.00% -45K -99.3% $420.60 -16.7%
617 NIO NIO INC Consumer Cyclical 24,704.0 $125K 0.00% -1K -4.5% $5.06 -12.1%
618 ABR ARBOR REALTY TRUST INC Real Estate 22,897.0 $124K 0.00% +1K +5.3% $5.42 -5.0%
619 ARI APOLLO COML REAL ESTATE FIN Real Estate 11,341.0 $121K 0.00% NEW $10.68 -35.8%
620 AVGO CALL BROADCOM INC Technology 300.0 $113K 0.00% -100.0 -25.0% $377.75 -5.6%
Page 31 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%