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Portfolio (Quarterly) Guide ↗

Steelhead Wealth Management LLC

· CIK 0002140776
13F Portfolio $197M AUM 84 positions Filed Jun 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 84 New
Page 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,759.0 $2.4M 1.24% NEW $650.17 +12.3%
22 SPHQ INVESCO EXCHANGE TRADED FD T 30,111.0 $2.3M 1.15% NEW $75.19 +15.5%
23 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 95,569.0 $2.1M 1.09% NEW $22.42 +32.8%
24 IYW ISHARES TR 11,348.0 $2.1M 1.04% NEW $181.35 +32.1%
25 ISHARES TR 91,611.0 $2.1M 1.04% NEW $22.42
26 ISHARES TR 89,185.0 $2.0M 1.04% NEW $22.91
27 DFIV DIMENSIONAL ETF TRUST 38,283.0 $2.0M 1.02% NEW $52.76 +2.1%
28 IVW ISHARES TR 17,826.0 $2.0M 1.02% NEW $113.09 +17.2%
29 CGUS CAPITAL GROUP CORE EQUITY ET 50,687.0 $1.9M 0.99% NEW $38.41 +13.2%
30 SCHD SCHWAB STRATEGIC TR 49,685.0 $1.5M 0.77% NEW $30.67 +4.5%
31 IVE ISHARES TR 6,997.0 $1.5M 0.75% NEW $211.09 +7.3%
32 IVV ISHARES TR 1,933.0 $1.3M 0.64% NEW $652.87 +12.2%
33 VLUE ISHARES TR 8,734.0 $1.2M 0.63% NEW $142.09 +40.8%
34 RTX RTX CORPORATION Industrials 5,714.0 $1.1M 0.56% NEW $192.86 -2.5%
35 FMTM EA SERIES TRUST 31,595.0 $1.1M 0.56% NEW $34.75 +19.2%
36 IDMO INVESCO EXCH TRADED FD TR II 19,980.0 $1.1M 0.56% NEW $54.80 +8.7%
37 IJR ISHARES TR 8,765.0 $1.1M 0.55% NEW $124.24 +18.6%
38 AAPL APPLE INC Technology 4,072.0 $1.0M 0.52% NEW $253.68 +11.9%
39 IJH ISHARES TR 14,438.0 $975K 0.49% NEW $67.53 +12.8%
40 XMMO INVESCO EXCHANGE TRADED FD T 6,369.0 $923K 0.47% NEW $144.92 +15.3%
Page 2 of 5  ·  84 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 89.0%
Technology 4.5%
Industrials 2.8%
Communication Services 1.8%
Consumer Cyclical 0.9%
Consumer Defensive 0.4%
Utilities 0.4%
Energy 0.1%