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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 8 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IAU ISHARES GOLD TR Financial Services 58,292.0 $4.4M 0.11% +8K +16.8% $75.51 +14.4%
142 XLV SELECT SECTOR SPDR TR 27,492.0 $4.4M 0.11% +14K +103.3% $158.66 +9.7%
143 AEP AMERICAN ELEC PWR CO INC Utilities 30,784.0 $4.2M 0.11% +1K +5.0% $136.81 -9.8%
144 AGX ARGAN INC Industrials 5,209.0 $4.2M 0.11% -2K -22.4% $798.59 -42.5%
145 PYLD PIMCO ETF TR 156,272.0 $4.1M 0.11% +28K +21.7% $26.52 -1.0%
146 FIX COMFORT SYS USA INC Industrials 2,062.0 $4.1M 0.11% -150.0 -6.8% $1982.04 -19.0%
147 WELL WELLTOWER INC Real Estate 17,697.0 $4.0M 0.10% NEW $226.97 +6.6%
148 CRS CARPENTER TECHNOLOGY CORP Industrials 6,452.0 $4.0M 0.10% -127.0 -1.9% $616.84 -21.7%
149 XLB SELECT SECTOR SPDR TR 77,600.0 $3.9M 0.10% NEW $50.83 +5.7%
150 SBUX STARBUCKS CORP Consumer Cyclical 37,882.0 $3.9M 0.10% +5K +14.1% $102.19 +5.0%
151 DG DOLLAR GEN CORP Consumer Defensive 33,598.0 $3.9M 0.10% +7K +27.9% $115.11 +5.3%
152 APA APA CORPORATION Energy 117,588.0 $3.8M 0.10% NEW $32.57 +28.4%
153 PWR QUANTA SVCS INC Industrials 5,312.0 $3.8M 0.10% +5K +595.3% $720.11 -14.6%
154 AMLP ALPS ETF TR 73,619.0 $3.8M 0.10% -1K -1.7% $51.85 +6.8%
155 CARR CARRIER GLOBAL CORPORATION Industrials 51,154.0 $3.8M 0.10% NEW $73.35 -19.8%
156 FOXA FOX CORP Communication Services 71,583.0 $3.7M 0.10% +9K +13.7% $52.16 +33.6%
157 GL GLOBE LIFE INC Financial Services 20,572.0 $3.7M 0.10% -5K -21.1% $178.68 -1.6%
158 GLD SPDR GOLD TR Financial Services 9,931.0 $3.7M 0.10% +3K +49.6% $368.38 +14.4%
159 AEE AMEREN CORP Utilities 32,325.0 $3.7M 0.10% NEW $113.04 -4.8%
160 STRL STERLING INFRASTRUCTURE INC Industrials 4,345.0 $3.6M 0.09% NEW $839.36 -41.6%
Page 8 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%