SteelPeak Wealth, LLC

13F filer · CIK 0001801868

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$3.86BU.S. long equity reported on 13F

Positions39277 new · 44 closed

Net flow last quarter-$126MBuys minus sells

Top 10 positions weight31.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026392 positions
AAPLApple Inc.	$276M	7.14%	0.01%	-5.5%	Q4 2019
NVDANvidia Corp	$186M	4.80%	0.00%	+3.4%	Q4 2019
AMZNAmazon Com Inc	$117M	3.03%	0.00%	-8.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$105M	2.73%	Not reported	-2.1%	Q4 2019
GOOGLAlphabet Inc.	$101M	2.61%	0.00%	-13.9%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$95.3M	2.47%	Not reported	-15.0%	Q4 2019
TSLATesla, Inc.	$85.8M	2.22%	0.01%	+8.8%	Q4 2019
INTCIntel Corp	$81M	2.10%	0.01%	-20.6%	Q4 2019
AMDAdvanced Micro Devices Inc	$78.8M	2.04%	0.01%	-42.9%	Q4 2019
MSFTMicrosoft Corp	$72.8M	1.88%	0.00%	+9.7%	Q4 2019
AMGNAmgen Inc	$68.4M	1.77%	0.03%	+39.0%	Q4 2019
METAMeta Platforms, Inc.	$67.4M	1.74%	Not reported	+11.1%	Q4 2019
MUMicron Technology Inc	$62.1M	1.61%	0.00%	-44.3%	Q4 2019
AVGOBroadcom Inc.	$61.5M	1.59%	0.00%	+31.2%	Q4 2019
AMATApplied Materials Inc	$61M	1.58%	0.01%	-15.9%	Q4 2019
LRCXLam Research Corp	$59.9M	1.55%	0.01%	-4.1%	Q4 2019
NFLXNetflix Inc	$52.5M	1.36%	0.02%	+91.9%	Q4 2019
MRVLMarvell Technology, Inc.	$32.6M	0.84%	0.01%	-30.5%	Q3 2020
TXNTexas Instruments Inc	$32.1M	0.83%	0.01%	+45.4%	Q4 2019
GOOGAlphabet Inc.	$29M	0.75%	Not reported	-0.9%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$28.9M	0.75%	Not reported	-13.6%	Q4 2019
TMUST-Mobile US, Inc.	$28.8M	0.75%	0.02%	+191.7%	Q4 2019
COSTCostco Wholesale Corp	$27.9M	0.72%	0.01%	+92.8%	Q4 2019
JNJJohnson & Johnson	$23M	0.60%	0.00%	+15.9%	Q4 2019
KLACKla Corp	$22.5M	0.58%	0.01%	+13.9%	Q4 2019
QCOMQualcomm Inc	$22.2M	0.58%	0.01%	+4.0%	Q4 2019
MRKMerck & Co., Inc.	$22M	0.57%	0.01%	+25.2%	Q4 2019
ASTHAstrana Health, Inc.	$21.6M	0.56%	0.83%	-17.0%	Q4 2021
CVXChevron Corp	$19.7M	0.51%	0.01%	+3.1%	Q4 2019
RIORio Tinto PLC	$18.2M	0.47%	0.02%	0.0%	Q2 2022
VZVerizon Communications Inc	$18M	0.47%	0.01%	-3.7%	Q4 2019
ISRGIntuitive Surgical Inc	$15.6M	0.40%	0.01%	-29.9%	Q1 2021
BKNGBooking Holdings Inc.	$15.3M	0.40%	0.01%	+5281.7%	Q4 2019
BTCGrayscale Bitcoin Mini Trust ETF	$15.2M	0.39%	0.49%	-2.3%	Q3 2025
ADIAnalog Devices Inc	$15M	0.39%	0.01%	Not reported	Q3 2022
CATCaterpillar Inc	$14.7M	0.38%	0.00%	-42.3%	Q4 2019
JPMJPMorgan Chase & Co	$14.4M	0.37%	0.00%	-37.8%	Q4 2019
TRVTravelers Companies, Inc.	$14.3M	0.37%	0.02%	+916.6%	Q3 2020
BRK.BBerkshire Hathaway Inc	$14.2M	0.37%	Not reported	-2.6%	Q4 2019
CSCOCisco Systems, Inc.	$13.8M	0.36%	0.00%	-77.1%	Q4 2019
PGPROCTER & GAMBLE Co	$13.7M	0.36%	0.00%	+39.4%	Q4 2019
REGNRegeneron Pharmaceuticals, Inc.	$13.7M	0.35%	0.02%	Not reported	Q2 2021
HONHoneywell International Inc	$13.5M	0.35%	0.02%	+193.6%	Q3 2020
UNHUnitedhealth Group Inc	$13.4M	0.35%	0.00%	-27.0%	Q4 2019
INTUIntuit Inc.	$13.4M	0.35%	0.02%	+343.8%	Q2 2020
HONAHoneywell Aerospace Inc.	$13.3M	0.34%	Not reported	+193.2%	Q2 2026
PDDPDD Holdings Inc.	$13M	0.34%	0.00%	New	Q2 2026
GSGoldman Sachs Group Inc	$12.6M	0.33%	0.00%	-21.3%	Q4 2019
HDHome Depot, Inc.	$12.5M	0.32%	0.00%	+1.8%	Q4 2019
VVisa Inc.	$11.8M	0.31%	0.00%	+8.2%	Q4 2019

Q1 2026Reported May 5, 2026357 positions
AAPLApple Inc.	$256M	7.81%	0.01%	+21.0%	Q4 2019
NVDANvidia Corp	$156M	4.78%	0.00%	+25.0%	Q4 2019
AMZNAmazon Com Inc	$111M	3.40%	0.01%	+19.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$97.6M	2.98%	Not reported	+19.7%	Q4 2019
GOOGLAlphabet Inc.	$94M	2.87%	0.00%	+5.8%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$84.3M	2.58%	Not reported	-9.0%	Q4 2019
TSLATesla, Inc.	$69.7M	2.13%	0.01%	+32.9%	Q4 2019
MSFTMicrosoft Corp	$65.8M	2.01%	0.00%	+42.9%	Q4 2019
METAMeta Platforms, Inc.	$61.6M	1.88%	Not reported	+19.7%	Q4 2019
AMDAdvanced Micro Devices Inc	$48.3M	1.48%	0.01%	+26.5%	Q4 2019
AMGNAmgen Inc	$47.8M	1.46%	0.03%	+17.4%	Q4 2019
CSCOCisco Systems, Inc.	$39.7M	1.21%	0.01%	+84.0%	Q4 2019
AVGOBroadcom Inc.	$38.4M	1.17%	0.00%	+1.0%	Q4 2019
NFLXNetflix Inc	$36.9M	1.13%	0.01%	+17.4%	Q4 2019
AMATApplied Materials Inc	$34.3M	1.05%	0.01%	+63.2%	Q4 2019
MUMicron Technology Inc	$32.7M	1.00%	0.01%	-37.6%	Q4 2019
INTCIntel Corp	$32.2M	0.98%	0.01%	+36.3%	Q4 2019
LRCXLam Research Corp	$30.8M	0.94%	0.01%	-33.3%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$29.6M	0.91%	Not reported	+5.4%	Q4 2019
PLTRPalantir Technologies Inc.	$27.6M	0.84%	0.01%	-11.9%	Q4 2020
ISRGIntuitive Surgical Inc	$25.8M	0.79%	0.02%	+451.9%	Q1 2021
CVXChevron Corp	$23.9M	0.73%	0.01%	-6.8%	Q4 2019
GOOGAlphabet Inc.	$23.8M	0.73%	Not reported	+20.4%	Q4 2019
VZVerizon Communications Inc	$22.1M	0.68%	0.01%	+3.3%	Q4 2019
JPMJPMorgan Chase & Co	$20.8M	0.63%	0.00%	+40.7%	Q4 2019
JNJJohnson & Johnson	$19.1M	0.58%	0.00%	-6.9%	Q4 2019
RIORio Tinto PLC	$18.3M	0.56%	0.02%	-3.3%	Q2 2022
BTCGrayscale Bitcoin Mini Trust ETF	$18M	0.55%	0.53%	0.0%	Q3 2025
GILDGilead Sciences, Inc.	$17.4M	0.53%	0.01%	Not reported	Q4 2019
CATCaterpillar Inc	$16.9M	0.52%	0.01%	+1.9%	Q4 2019
MRKMerck & Co., Inc.	$16.5M	0.50%	0.01%	-28.6%	Q4 2019
MRVLMarvell Technology, Inc.	$15.6M	0.48%	0.02%	-1.3%	Q3 2020
PEPPepsico Inc	$15.6M	0.48%	0.01%	-1.7%	Q4 2019
COSTCostco Wholesale Corp	$15.4M	0.47%	0.00%	+11.2%	Q4 2019
SHOPShopify Inc.	$15M	0.46%	0.03%	+5.5%	Q4 2019
QCOMQualcomm Inc	$14.9M	0.45%	0.01%	-31.8%	Q4 2019
NAGENiagen Bioscience, Inc.	$14.9M	0.45%	4.25%	New	Q1 2026
TXNTexas Instruments Inc	$14.4M	0.44%	0.01%	+637.4%	Q4 2019
KOCoca Cola Co	$14M	0.43%	0.00%	+103.7%	Q4 2019
BRK.BBerkshire Hathaway Inc	$14M	0.43%	Not reported	+39.8%	Q4 2019
ASTHAstrana Health, Inc.	$13.7M	0.42%	1.01%	-3.5%	Q4 2021
GSGoldman Sachs Group Inc	$13.4M	0.41%	0.01%	+8.8%	Q4 2019
THROTheron Resource Group	$13.2M	0.40%	4.60%	-6.8%	Q2 2025
TMUST-Mobile US, Inc.	$12.4M	0.38%	0.01%	-24.9%	Q4 2019
LINLinde PLC	$12.2M	0.37%	0.01%	-30.3%	Q2 2024
UNHUnitedhealth Group Inc	$12M	0.37%	0.00%	+3.5%	Q4 2019
APPAppLovin Corp	$11.6M	0.35%	0.01%	+9.2%	Q4 2024
XOMExxonMobil Holdings Corp	$11.5M	0.35%	0.00%	+10.1%	Q4 2019
HDHome Depot, Inc.	$11.5M	0.35%	0.00%	+18.6%	Q4 2019
MCDMcdonalds Corp	$11.2M	0.34%	0.01%	+44.2%	Q4 2019

Q4 2025Reported Jan 20, 2026313 positions
AAPLApple Inc.	$227M	7.38%	0.01%	-3.4%	Q4 2019
NVDANvidia Corp	$134M	4.36%	0.00%	-9.4%	Q4 2019
AMZNAmazon Com Inc	$104M	3.38%	0.00%	+2.4%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$98.7M	3.22%	Not reported	+26.1%	Q4 2019
GOOGLAlphabet Inc.	$96.7M	3.15%	0.00%	+0.9%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$85.5M	2.79%	Not reported	+5.8%	Q4 2019
TSLATesla, Inc.	$63.4M	2.07%	0.00%	+9.8%	Q4 2019
MSFTMicrosoft Corp	$60.2M	1.96%	0.00%	-23.1%	Q4 2019
METAMeta Platforms, Inc.	$59.3M	1.93%	Not reported	-11.0%	Q4 2019
MUMicron Technology Inc	$44.2M	1.44%	0.01%	+52.3%	Q4 2019
AVGOBroadcom Inc.	$42.5M	1.39%	0.00%	-31.4%	Q4 2019
AMDAdvanced Micro Devices Inc	$40.2M	1.31%	0.01%	-44.0%	Q4 2019
PLTRPalantir Technologies Inc.	$38.1M	1.24%	0.01%	-10.5%	Q4 2020
AMGNAmgen Inc	$37.9M	1.23%	0.02%	+28.1%	Q4 2019
LRCXLam Research Corp	$37M	1.21%	0.02%	+1050.4%	Q4 2019
NFLXNetflix Inc	$30.6M	1.00%	0.01%	+11.0%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$29.2M	0.95%	Not reported	+5.3%	Q4 2019
QCOMQualcomm Inc	$29M	0.94%	0.02%	+9.4%	Q4 2019
BTCGrayscale Bitcoin Mini Trust ETF	$23.2M	0.76%	0.55%	-0.4%	Q3 2025
GOOGAlphabet Inc.	$21.6M	0.70%	Not reported	+1.0%	Q4 2019
CSCOCisco Systems, Inc.	$21.4M	0.70%	0.01%	-40.2%	Q4 2019
MRKMerck & Co., Inc.	$20.2M	0.66%	0.01%	+29.9%	Q4 2019
INTCIntel Corp	$19.8M	0.64%	0.01%	+38.6%	Q4 2019
SHOPShopify Inc.	$19.3M	0.63%	0.03%	+170.5%	Q4 2019
CVXChevron Corp	$18.9M	0.61%	0.01%	+49.1%	Q4 2019
APPAppLovin Corp	$18M	0.59%	0.01%	+6191.1%	Q4 2024
JNJJohnson & Johnson	$17.4M	0.57%	0.00%	+8.8%	Q4 2019
VZVerizon Communications Inc	$17.4M	0.57%	0.01%	-1.8%	Q4 2019
INTUIntuit Inc.	$16.6M	0.54%	0.01%	-37.9%	Q2 2020
JPMJPMorgan Chase & Co	$16.2M	0.53%	0.00%	-35.1%	Q4 2019
TMUST-Mobile US, Inc.	$15.9M	0.52%	0.01%	+39.7%	Q4 2019
RIORio Tinto PLC	$15.8M	0.52%	0.02%	-0.4%	Q2 2022
AMATApplied Materials Inc	$15.8M	0.51%	0.01%	-5.2%	Q4 2019
LINLinde PLC	$15M	0.49%	0.01%	+34.4%	Q2 2024
THROTheron Resource Group	$15M	0.49%	4.94%	-0.2%	Q2 2025
PEPPepsico Inc	$14.8M	0.48%	0.01%	+1280.8%	Q4 2019
ASTHAstrana Health, Inc.	$14.4M	0.47%	1.19%	Not reported	Q4 2021
UNHUnitedhealth Group Inc	$14.1M	0.46%	0.00%	+28.9%	Q4 2019
MRVLMarvell Technology, Inc.	$13.6M	0.44%	0.02%	-6.6%	Q3 2020
CATCaterpillar Inc	$13.4M	0.44%	0.01%	+9.8%	Q4 2019
GSGoldman Sachs Group Inc	$12.8M	0.42%	0.00%	+13.2%	Q4 2019
COSTCostco Wholesale Corp	$12M	0.39%	0.00%	+9.9%	Q4 2019
ISDPGIM High Yield Bond Fund, Inc.	$10.8M	0.35%	Not reported	+3.2%	Q1 2024
IAUIshares Gold Trust	$10.7M	0.35%	0.02%	+6.0%	Q1 2021
BRK.BBerkshire Hathaway Inc	$10.5M	0.34%	Not reported	Not reported	Q4 2019
HDHome Depot, Inc.	$10.1M	0.33%	0.00%	-7.5%	Q4 2019
ABBVAbbVie Inc.	$9.36M	0.30%	0.00%	+58.6%	Q4 2019
VVisa Inc.	$9.13M	0.30%	0.00%	-10.8%	Q4 2019
PFEPfizer Inc	$8.57M	0.28%	0.01%	+37.9%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$7.78M	0.25%	0.01%	+9.4%	Q2 2020

Q3 2025Reported Oct 21, 2025361 positions
AAPLApple Inc.	$220M	7.32%	0.01%	+8.7%	Q4 2019
NVDANvidia Corp	$148M	4.92%	0.00%	+19.3%	Q4 2019
AMZNAmazon Com Inc	$96.2M	3.21%	0.00%	+13.0%	Q4 2019
MSFTMicrosoft Corp	$83.8M	2.79%	0.00%	+15.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$78.8M	2.63%	Not reported	+21.7%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$76.5M	2.55%	Not reported	+2.6%	Q4 2019
GOOGLAlphabet Inc.	$74.5M	2.48%	0.00%	+1.4%	Q4 2019
METAMeta Platforms, Inc.	$74.1M	2.47%	Not reported	+13.0%	Q4 2019
AVGOBroadcom Inc.	$59.1M	1.97%	0.00%	+33.1%	Q4 2019
TSLATesla, Inc.	$57.1M	1.90%	0.00%	-0.2%	Q4 2019
AMDAdvanced Micro Devices Inc	$54.2M	1.81%	0.02%	+23.4%	Q4 2019
PLTRPalantir Technologies Inc.	$43.6M	1.45%	0.01%	-6.8%	Q4 2020
NFLXNetflix Inc	$35.3M	1.17%	0.01%	+9.8%	Q4 2019
CSCOCisco Systems, Inc.	$31.9M	1.06%	0.01%	-3.6%	Q4 2019
BTCGrayscale Bitcoin Mini Trust ETF	$30.5M	1.01%	0.58%	New	Q3 2025
INTUIntuit Inc.	$27.5M	0.91%	0.01%	+124.1%	Q2 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$26.7M	0.89%	Not reported	-6.1%	Q4 2019
QCOMQualcomm Inc	$25.8M	0.86%	0.01%	-13.8%	Q4 2019
AMGNAmgen Inc	$25.5M	0.85%	0.02%	-37.0%	Q4 2019
TXNTexas Instruments Inc	$25.2M	0.84%	0.02%	+19.5%	Q4 2019
JPMJPMorgan Chase & Co	$24.4M	0.81%	0.00%	+17.8%	Q4 2019
VZVerizon Communications Inc	$19.1M	0.64%	0.01%	-26.3%	Q4 2019
ISRGIntuitive Surgical Inc	$18.8M	0.63%	0.01%	+28.7%	Q1 2021
MUMicron Technology Inc	$17M	0.57%	0.01%	+2494.4%	Q4 2019
GOOGAlphabet Inc.	$16.6M	0.55%	Not reported	-7.1%	Q4 2019
ASTHAstrana Health, Inc.	$16.4M	0.55%	1.03%	+7.8%	Q4 2021
THROTheron Resource Group	$14.8M	0.49%	4.94%	+3.1%	Q2 2025
MRVLMarvell Technology, Inc.	$14.4M	0.48%	0.02%	+1.3%	Q3 2020
JNJJohnson & Johnson	$14.3M	0.48%	0.00%	-28.0%	Q4 2019
TMUST-Mobile US, Inc.	$13.4M	0.45%	0.01%	-44.8%	Q4 2019
AMATApplied Materials Inc	$13.3M	0.44%	0.01%	+96.2%	Q4 2019
RIORio Tinto PLC	$13.1M	0.44%	0.02%	-1.2%	Q2 2022
INTCIntel Corp	$13M	0.43%	0.01%	-6.5%	Q4 2019
CVXChevron Corp	$12.9M	0.43%	0.00%	-42.2%	Q4 2019
HDHome Depot, Inc.	$12.9M	0.43%	0.00%	+13.2%	Q4 2019
LINLinde PLC	$12.5M	0.42%	0.01%	-42.5%	Q2 2024
MRKMerck & Co., Inc.	$12.4M	0.41%	0.01%	+35.4%	Q4 2019
BKNGBooking Holdings Inc.	$11.9M	0.40%	0.01%	+503.3%	Q4 2019
TAt&T Inc.	$11.9M	0.40%	0.01%	+13.8%	Q4 2019
PGPROCTER & GAMBLE Co	$11.8M	0.39%	0.00%	+5.7%	Q4 2019
COSTCostco Wholesale Corp	$11.7M	0.39%	0.00%	-27.3%	Q4 2019
HONHoneywell International Inc	$11.7M	0.39%	0.01%	+10.2%	Q3 2020
KOCoca Cola Co	$11.6M	0.39%	0.00%	+12.3%	Q4 2019
UNHUnitedhealth Group Inc	$11.4M	0.38%	0.00%	+229.2%	Q4 2019
MOAltria Group, Inc.	$10.5M	0.35%	0.01%	-9.0%	Q4 2019
ISDPGIM High Yield Bond Fund, Inc.	$10.3M	0.34%	Not reported	+8.9%	Q1 2024
ADBEAdobe Inc.	$10.2M	0.34%	0.01%	+16.1%	Q4 2019
GSGoldman Sachs Group Inc	$10.2M	0.34%	0.00%	-12.5%	Q4 2019
CATCaterpillar Inc	$10.2M	0.34%	0.00%	+88.2%	Q4 2019
VVisa Inc.	$9.96M	0.33%	0.00%	+45.0%	Q4 2019

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