BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VEA VANGUARD TAX-MANAGED FDS 3,853.0 $274K 0.11% -715.0 -15.7% $71.11 +3.7%
82 MU MICRON TECHNOLOGY INC Technology 237.0 $273K 0.11% NEW $1151.90 -11.7%
83 TLT ISHARES TR 3,144.0 $271K 0.11% -747.0 -19.2% $86.20 -4.6%
84 TLH ISHARES TR 2,599.0 $260K 0.10% -2K -46.8% $100.04 -3.4%
85 TSLA TESLA INC Consumer Cyclical 617.0 $259K 0.10% NEW $419.77 -15.6%
86 IWM ISHARES TR 863.0 $259K 0.10% -38.0 -4.2% $300.12 -1.4%
87 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 256.0 $239K 0.10% +46.0 +21.9% $933.59 -1.9%
88 JNJ JOHNSON & JOHNSON Healthcare 912.0 $231K 0.09% NEW $253.29 +8.7%
89 ISHARES TR 4,434.0 $219K 0.09% -2K -31.5% $49.39
90 MA MASTERCARD INCORPORATED Financial Services 427.0 $219K 0.09% NEW $512.88 +12.9%
91 UNH UNITEDHEALTH GROUP INC Healthcare 502.0 $208K 0.08% NEW $414.34 -4.2%
92 RSP INVESCO EXCHANGE TRADED FD T 975.0 $207K 0.08% NEW $212.31 +3.2%
93 LLY ELI LILLY & CO Healthcare 173.0 $207K 0.08% NEW $1196.53 -4.0%
94 GLW CORNING INC Technology 807.0 $206K 0.08% NEW $255.27 -39.6%
95 AMD ADVANCED MICRO DEVICES INC Technology 347.0 $201K 0.08% NEW $579.25 -17.6%
96 DNN DENISON MINES CORP Energy 10,869.0 $33K 0.01% $3.04 +12.6%
Page 5 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%