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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 1,700.0 $478K 0.19% +174.0 +11.4% $281.18 -16.5%
62 IEMG ISHARES INC 5,733.0 $474K 0.19% -2K -30.3% $82.68 +1.2%
63 IWR ISHARES TR 4,032.0 $444K 0.18% $110.12 +1.6%
64 GOOG ALPHABET INC 1,253.0 $442K 0.18% +484.0 +62.9% $352.75
65 GOVT ISHARES TR 19,328.0 $440K 0.18% +9K +87.5% $22.76 -1.8%
66 DVY ISHARES TR 2,667.0 $416K 0.17% $155.98 +5.3%
67 AVEM AMERICAN CENTY ETF TR 4,048.0 $390K 0.16% NEW $96.34 +0.5%
68 IOO ISHARES TR 2,847.0 $388K 0.16% $136.28 +6.4%
69 VMBS VANGUARD SCOTTSDALE FDS 8,223.0 $384K 0.15% NEW $46.70 -1.7%
70 VYMI VANGUARD WHITEHALL FDS 3,837.0 $376K 0.15% -49K -92.7% $97.99 +9.2%
71 IWP ISHARES TR 2,549.0 $373K 0.15% $146.33 -4.5%
72 AVGO BROADCOM INC Technology 960.0 $362K 0.15% NEW $377.08 -5.1%
73 JPM JPMORGAN CHASE & CO Financial Services 1,104.0 $361K 0.14% +336.0 +43.8% $326.99 +9.7%
74 META META PLATFORMS INC Communication Services 634.0 $357K 0.14% +149.0 +30.7% $563.09 +9.5%
75 AVDE AMERICAN CENTY ETF TR 3,884.0 $346K 0.14% NEW $89.08 +6.1%
76 SCHE SCHWAB STRATEGIC TR 9,455.0 $342K 0.14% +256.0 +2.8% $36.17 +3.9%
77 SCHI SCHWAB STRATEGIC TR 14,187.0 $321K 0.13% NEW $22.63 -2.5%
78 VXUS VANGUARD STAR FDS 3,286.0 $280K 0.11% -107.0 -3.1% $85.21 +3.8%
79 ITM VANECK ETF TRUST 5,950.0 $279K 0.11% $46.89 -3.3%
80 D DOMINION ENERGY INC Utilities 4,078.0 $278K 0.11% +139.0 +3.5% $68.17 -3.4%
Page 4 of 5  ·  96 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%