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Portfolio (Quarterly) Guide ↗

Steelhead Wealth Management LLC

· CIK 0002140776
13F Portfolio $248M AUM 96 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 36 Added 26 Reduced 6 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 REZ ISHARES TR 10,127.0 $958K 0.39% +1K +14.9% $94.60 -1.4%
22 AMZN AMAZON COM INC Consumer Cyclical 3,340.0 $796K 0.32% +789.0 +30.9% $238.32 +8.5%
23 VONG VANGUARD SCOTTSDALE FDS 5,695.0 $727K 0.29% +2K +57.1% $127.66 -0.5%
24 GOOGL ALPHABET INC Communication Services 1,988.0 $710K 0.29% +117.0 +6.2% $357.14 -5.2%
25 MKL MARKEL GROUP INC Financial Services 346.0 $675K 0.27% +9.0 +2.7% $1950.87 -6.4%
26 IWF ISHARES TR 5,392.0 $669K 0.27% +4K +293.3% $124.07 -0.5%
27 MSFT MICROSOFT CORP Technology 1,656.0 $617K 0.25% +392.0 +31.0% $372.58 +34.1%
28 FDIV EA SERIES TRUST 21,341.0 $592K 0.24% +9K +76.2% $27.74 +1.8%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 1,700.0 $478K 0.19% +174.0 +11.4% $281.18 -16.5%
30 GOOG ALPHABET INC 1,253.0 $442K 0.18% +484.0 +62.9% $352.75
31 GOVT ISHARES TR 19,328.0 $440K 0.18% +9K +87.5% $22.76 -1.8%
32 JPM JPMORGAN CHASE & CO Financial Services 1,104.0 $361K 0.14% +336.0 +43.8% $326.99 +9.7%
33 META META PLATFORMS INC Communication Services 634.0 $357K 0.14% +149.0 +30.7% $563.09 +9.5%
34 SCHE SCHWAB STRATEGIC TR 9,455.0 $342K 0.14% +256.0 +2.8% $36.17 +3.9%
35 D DOMINION ENERGY INC Utilities 4,078.0 $278K 0.11% +139.0 +3.5% $68.17 -3.4%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 256.0 $239K 0.10% +46.0 +21.9% $933.59 -1.9%
Page 2 of 2  ·  36 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
Financial Services 86.1%
Technology 6.9%
Industrials 2.2%
Communication Services 1.5%
Consumer Cyclical 1.5%
Healthcare 0.9%
Utilities 0.4%
Consumer Defensive 0.3%
Energy 0.0%