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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 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 650.0 $401K 0.20% NEW $616.92 +12.7%
62 VONG VANGUARD SCOTTSDALE FDS 3,626.0 $397K 0.20% NEW $109.49 +11.5%
63 IWR ISHARES TR 4,032.0 $392K 0.20% NEW $97.22 +12.6%
64 IBM INTERNATIONAL BUSINESS MACHS Technology 1,526.0 $369K 0.19% NEW $241.81 +12.3%
65 IOO ISHARES TR 2,847.0 $344K 0.17% NEW $120.83 +10.7%
66 TLT ISHARES TR 3,891.0 $337K 0.17% NEW $86.61 +0.9%
67 IWP ISHARES TR 2,549.0 $326K 0.17% NEW $127.89 +10.7%
68 FDIV EA SERIES TRUST 12,111.0 $323K 0.16% NEW $26.67 +6.0%
69 SCHE SCHWAB STRATEGIC TR 9,199.0 $303K 0.15% NEW $32.94 +7.8%
70 ISHARES TR 6,471.0 $299K 0.15% NEW $46.21
71 VEA VANGUARD TAX-MANAGED FDS 4,568.0 $292K 0.15% NEW $63.92 +10.4%
72 META META PLATFORMS INC Communication Services 485.0 $277K 0.14% NEW $571.13 -3.7%
73 ITM VANECK ETF TRUST 5,942.0 $275K 0.14% NEW $46.28 +1.6%
74 VXUS VANGUARD STAR FDS 3,393.0 $261K 0.13% NEW $76.92 +9.8%
75 AGG ISHARES TR 2,462.0 $244K 0.12% NEW $99.11 +0.2%
76 D DOMINION ENERGY INC Utilities 3,939.0 $243K 0.12% NEW $61.69 +12.5%
77 GOVT ISHARES TR 10,308.0 $236K 0.12% NEW $22.89 -0.2%
78 VNQ VANGUARD INDEX FDS 2,656.0 $235K 0.12% NEW $88.48 +11.5%
79 JPM JPMORGAN CHASE & CO Financial Services 768.0 $226K 0.12% NEW $294.27 +11.8%
80 IWM ISHARES TR 901.0 $223K 0.11% NEW $247.50 +20.4%
Page 4 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%