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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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXUS VANGUARD STAR FDS 3,286.0 $280K 0.11% -107.0 -3.1% $85.21 +3.8%
22 VEA VANGUARD TAX-MANAGED FDS 3,853.0 $274K 0.11% -715.0 -15.7% $71.11 +3.7%
23 TLT ISHARES TR 3,144.0 $271K 0.11% -747.0 -19.2% $86.20 -4.6%
24 TLH ISHARES TR 2,599.0 $260K 0.10% -2K -46.8% $100.04 -3.4%
25 IWM ISHARES TR 863.0 $259K 0.10% -38.0 -4.2% $300.12 -1.4%
26 ISHARES TR 4,434.0 $219K 0.09% -2K -31.5% $49.39
Page 2 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%