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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 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DYNF BLACKROCK ETF TRUST 189,809.0 $12.9M 5.20% -3K -1.4% $68.01 +3.0%
2 DBEF DBX ETF TR 110,301.0 $6.0M 2.43% -6K -5.4% $54.62 +2.5%
3 AVUV AMERICAN CENTY ETF TR 33,500.0 $4.2M 1.68% -8K -18.6% $124.75 +1.8%
4 VOO VANGUARD INDEX FDS 5,775.0 $4.0M 1.60% -250.0 -4.2% $686.75 +3.1%
5 QUAL ISHARES TR 13,230.0 $2.9M 1.17% -50K -79.0% $219.43 +1.4%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,730.0 $2.8M 1.12% -29.0 -0.8% $746.65 +3.2%
7 IYW ISHARES TR 10,929.0 $2.8M 1.11% -419.0 -3.7% $252.17 +0.5%
8 VTEB VANGUARD MUN BD FDS 43,428.0 $2.2M 0.88% -8K -15.7% $50.57 -3.3%
9 IEFA ISHARES TR 22,588.0 $2.2M 0.88% -5K -18.4% $96.56 +4.7%
10 ISHARES TR 76,204.0 $1.7M 0.69% -15K -16.8% $22.36
11 IVE ISHARES TR 6,911.0 $1.6M 0.63% -86.0 -1.2% $227.03 +4.3%
12 ISHARES TR 67,379.0 $1.5M 0.62% -22K -24.4% $22.89
13 IVV ISHARES TR 1,670.0 $1.2M 0.50% -263.0 -13.6% $748.50 +3.4%
14 IJR ISHARES TR 7,425.0 $1.1M 0.44% -1K -15.3% $148.28 -2.0%
15 IJH ISHARES TR 10,464.0 $806K 0.32% -4K -27.5% $77.03 -1.5%
16 SGOV ISHARES TR 5,115.0 $514K 0.21% -61.0 -1.2% $100.49 -0.0%
17 SCHF SCHWAB STRATEGIC TR 18,343.0 $508K 0.20% -2K -10.1% $27.69 +3.2%
18 UNP UNION PAC CORP Industrials 1,769.0 $481K 0.19% -83.0 -4.5% $271.90 +6.5%
19 IEMG ISHARES INC 5,733.0 $474K 0.19% -2K -30.3% $82.68 +1.2%
20 VYMI VANGUARD WHITEHALL FDS 3,837.0 $376K 0.15% -49K -92.7% $97.99 +9.2%
Page 1 of 2  ·  26 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%