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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 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 52,923.0 $30.5M 15.48% NEW $577.18 +22.4%
2 SCHV SCHWAB STRATEGIC TR 468,687.0 $14.3M 7.25% NEW $30.50 +13.1%
3 DIA STATE STR SPDR DOW JONES IND Financial Services 26,818.0 $12.4M 6.30% NEW $463.20 +11.8%
4 QUAL ISHARES TR 62,976.0 $12.1M 6.12% NEW $191.80 +11.4%
5 DYNF BLACKROCK ETF TRUST 192,427.0 $11.2M 5.67% NEW $58.18 +13.8%
6 VWO VANGUARD INTL EQUITY INDEX F 171,194.0 $9.3M 4.69% NEW $54.05 +8.4%
7 VO VANGUARD INDEX FDS 26,675.0 $7.7M 3.88% NEW $287.16 -72.1%
8 VTV VANGUARD INDEX FDS 29,786.0 $5.8M 2.96% NEW $196.20 +11.3%
9 DBEF DBX ETF TR 116,561.0 $5.8M 2.92% NEW $49.40 +9.3%
10 VYMI VANGUARD WHITEHALL FDS 52,756.0 $5.0M 2.52% NEW $94.23 +3.8%
11 BND VANGUARD BD INDEX FDS 64,216.0 $4.7M 2.40% NEW $73.63 +0.1%
12 AVUV AMERICAN CENTY ETF TR 41,142.0 $4.5M 2.30% NEW $110.45 +13.1%
13 VOO VANGUARD INDEX FDS 6,025.0 $3.6M 1.82% NEW $597.51 +12.1%
14 CGMS CAPITAL GRP FIXED INCM ETF T 129,687.0 $3.5M 1.79% NEW $27.23 +1.0%
15 SHLD GLOBAL X FDS 42,006.0 $3.0M 1.51% NEW $70.82 -17.6%
16 ARTY ISHARES TR 57,693.0 $2.7M 1.36% NEW $46.52 +55.4%
17 PAVE GLOBAL X FDS 52,836.0 $2.7M 1.36% NEW $50.80 +15.8%
18 VTEB VANGUARD MUN BD FDS 51,540.0 $2.6M 1.30% NEW $49.88 +1.4%
19 IEFA ISHARES TR 27,664.0 $2.5M 1.27% NEW $90.51 +5.5%
20 XMHQ INVESCO EXCHANGE TRADED FD T 24,033.0 $2.5M 1.26% NEW $103.36 +7.9%
Page 1 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%