SteelPeak Wealth, LLC

CIK

1801868

Location

WOODLAND HILLS, CA

Portfolio Value

Mid $2,436,585,896

Diversification

Diversified

Filing Date

Global Rank

#882 / 8,232 ▲ 133

Top Industry

Semiconductors 16.7%

3Y Alpha vs SPY

+2.9%

Period ended 2 months ago

Filed May 5, 2026 · 40d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+89.2%

SPY

+76.3%

Annualised alpha

+2.9%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

347 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.6%

+0.0 pts

Top 5

30.7%

−0.6 pts

Top 10

45.7%

−0.3 pts

HHI

302

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.6%	$941,384,276	66
Consumer Cyclical	11.9%	$290,666,509	28
Communication Services	10.8%	$263,032,135	16
Unclassified	10.2%	$248,202,093	15
Healthcare	8.7%	$210,781,155	41
Financial Services	5.9%	$144,375,998	52
Industrials	4.3%	$104,196,183	45
Consumer Defensive	3.5%	$85,169,129	19
Energy	2.6%	$62,231,235	24
Basic Materials	2.2%	$54,422,790	18
Utilities	0.8%	$18,819,091	11
Real Estate	0.5%	$13,305,302	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	+233,899	512,137	$39,736,709
INTC	Intel Corp	+194,295	730,224	$32,224,785
NVDA	Nvidia Corp	+185,814	931,337	$162,425,172
AAPL	Apple Inc.	+176,645	1,017,062	$258,120,164
TSLA	Tesla, Inc.	+173,924	316,142	$117,525,788
KO	Coca Cola Co	+93,132	182,944	$13,912,891
AMZN	Amazon Com Inc	+87,569	539,106	$112,279,606
NEE	Nextera Energy Inc	+77,414	80,238	$7,452,505
MSFT	Microsoft Corp	+71,427	196,174	$72,617,729
ACHR	Archer Aviation Inc.	+67,950	113,502	$586,805
TXN	Texas Instruments Inc	+64,082	74,135	$14,392,568
EH	EHang Holdings Ltd	+60,476	73,838	$716,966
NFLX	Netflix Inc	+57,011	384,727	$36,991,501
C	Citigroup Inc	+56,111	81,175	$9,206,056
ISD	PGIM High Yield Bond Fund, Inc.	+55,132	794,786	$10,459,383
GNLX	GENELUX Corp	+50,000	60,895	$147,365
AMD	Advanced Micro Devices Inc	+49,540	237,842	$48,384,198
ISRG	Intuitive Surgical Inc	+45,777	55,906	$25,772,106
VICI	Vici Properties Inc.	+40,040	100,701	$2,751,151
AMAT	Applied Materials Inc /De	+39,431	100,842	$34,466,787
HON	Honeywell International Inc	+38,279	40,925	$9,250,277
KR	Kroger Co	+35,102	103,286	$7,473,774
PG	PROCTER & GAMBLE Co	+30,054	67,123	$9,695,246
T	At&T Inc.	+29,336	243,551	$7,060,543
IBM	International Business Machines Corp	+28,063	34,167	$8,281,739
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−81,752	49,904	$4,399,536
COP	Conocophillips	−77,343	1,837	$242,484
LRCX	Lam Research Corp	−71,721	145,106	$31,003,347
MU	Micron Technology Inc	−58,509	97,640	$32,986,697
QCOM	Qualcomm Inc/De	−53,782	115,572	$14,883,362
MRK	Merck & Co., Inc.	−50,238	140,283	$16,874,642
HLF	Herbalife Ltd.	−50,000	200,000	$2,944,000
PFE	Pfizer Inc	−44,123	299,943	$8,422,399
FBTC	Fidelity Wise Origin Bitcoin Fund	−37,833	22,524	$1,329,591
MMM	3M Co	−37,148	4,195	$609,239
MDT	Medtronic plc	−35,465	2,812	$243,659
PACB	Pacific Biosciences Of California, Inc.	−33,550	47,872	$63,191
PLTR	Palantir Technologies Inc.	−26,952	189,932	$27,783,252
QQQ	Invesco Qqq Trust, Series 1	−26,911	146,600	$84,614,588
FIS	Fidelity National Information Services, Inc.	−26,825	7,616	$357,266
TRV	Travelers Companies, Inc.	−22,193	4,252	$1,240,223
WDC	Western Digital Corp	−21,289	15,776	$4,267,250
RKT	Rocket Companies, Inc.	−20,000	20,461	$291,569
ASTH	Astrana Health, Inc.	−20,000	559,937	$13,729,655
NIO	NIO Inc.	−19,965	25,879	$156,050
HST	Host Hotels & Resorts, Inc.	−19,912	45,079	$863,713
TMUS	T-Mobile US, Inc.	−19,490	58,917	$12,374,337
ANET	Arista Networks, Inc.	−13,548	16,380	$2,011,136
INTU	Intuit Inc.	−13,400	11,587	$5,009,987
ABT	Abbott Laboratories	−12,659	3,221	$330,700
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GILD	Gilead Sciences, Inc.	126,303	$17,602,849
NAGE	Niagen Bioscience, Inc.	3,373,000	$14,874,930
PBT	Permian Basin Royalty Trust	235,103	$5,059,416
ED	Consolidated Edison Inc	33,146	$3,751,464
FOXA	Fox Corp	62,954	$3,676,513
DDOG	Datadog, Inc.	30,705	$3,624,725
F	Ford Motor Co	308,943	$3,565,202
AMT	American Tower Corp /Ma/	18,992	$3,277,639
SBAC	Sba Communications Corp	16,777	$2,887,489
AER	AerCap Holdings N.V.	19,436	$2,666,230
CRH	Crh Public Ltd Co	25,250	$2,654,280
ACN	Accenture plc	13,230	$2,623,376
CRS	Carpenter Technology Corp	6,579	$2,593,112
AU	AngloGold Ashanti PLC	24,999	$2,433,902
KGC	Kinross Gold Corp	74,145	$2,262,905
BE	Bloom Energy Corp	16,682	$2,260,244
SNDK	Sandisk Corp	2,667	$1,694,451
VLO	Valero Energy Corp/Tx	6,267	$1,548,450
ARLP	Alliance Resource Partners LP	50,540	$1,397,431
KMB	Kimberly Clark Corp	13,092	$1,262,985
SLG	Sl Green Realty Corp	31,000	$1,145,140
OKE	Oneok Inc /New/	11,604	$1,048,885
ON	On Semiconductor Corp	16,321	$1,010,596
AFRM	Affirm Holdings, Inc.	20,403	$934,865
BRKR	Bruker Corp	24,202	$874,176
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EA	Electronic Arts Inc.	20,387	$4,165,675
VTR	Ventas, Inc.	52,298	$4,046,819
WELL	Welltower Inc.	21,115	$3,919,155
COR	Cencora, Inc.	9,210	$3,110,677
LVS	Las Vegas Sands Corp	47,765	$3,109,023
BKR	Baker Hughes Co	62,259	$2,835,274
XEL	Xcel Energy Inc	37,071	$2,738,064
RSG	Republic Services, Inc.	12,386	$2,624,964
EFX	Equifax Inc	12,019	$2,607,882
DRI	Darden Restaurants Inc	11,234	$2,067,280
VRSN	Verisign Inc/Ca	8,385	$2,037,135
EXPE	Expedia Group, Inc.	5,381	$1,524,491
AIN	Albany International Corp /De/	19,910	$1,009,437
FICO	Fair Isaac Corp	576	$973,797
MPWR	Monolithic Power Systems Inc	1,067	$967,086
IRTC	iRhythm Holdings, Inc.	5,224	$926,946
O	Realty Income Corp	14,579	$821,818
OMC	Omnicom Group Inc.	9,742	$786,666
ALNY	Alnylam Pharmaceuticals, Inc.	1,484	$590,112
INSM	INSMED Inc	2,732	$475,477
MDLN	Medline Inc.	10,500	$441,000
SMCI	Super Micro Computer, Inc.	14,876	$435,420
CVS	CVS HEALTH Corp	5,057	$401,323
GRAB	Grab Holdings Ltd	79,334	$395,876
SOFI	SoFi Technologies, Inc.	12,381	$324,134
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

347 positions · $2,436,585,896 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 347 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	1,017,062	+176,645	$258,120,164	+13.0%	10.59%
NVDA	Nvidia Corp Technology	Added	931,337	+185,814	$162,425,172	+16.8%	6.67%
TSLA	Tesla, Inc. Consumer Cyclical	Added	316,142	+173,924	$117,525,788	+83.8%	4.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	539,106	+87,569	$112,279,606	+7.7%	4.61%
SPY	Spdr S&P 500 ETF Trust	Added	150,301	+23,863	$97,746,752	+13.4%	4.01%
GOOGL	Alphabet Inc. Communication Services	Added	332,777	+19,827	$95,693,354	−2.3%	3.93%
QQQ	Invesco Qqq Trust, Series 1	Reduced	146,600	-26,911	$84,614,588	−20.6%	3.47%
MSFT	Microsoft Corp Technology	Added	196,174	+71,427	$72,617,729	+20.4%	2.98%
META	Meta Platforms, Inc. Communication Services	Added	111,711	+19,809	$63,913,214	+5.4%	2.62%
AMD	Advanced Micro Devices Inc Technology	Added	237,842	+49,540	$48,384,198	+20.0%	1.99%
AMGN	Amgen Inc Healthcare	Added	135,846	+20,118	$47,797,415	+26.2%	1.96%
CSCO	Cisco Systems, Inc. Technology	Added	512,137	+233,899	$39,736,709	+85.4%	1.63%
AVGO	Broadcom Inc. Technology	Added	124,511	+1,124	$38,537,399	−9.8%	1.58%
NFLX	Netflix Inc Communication Services	Added	384,727	+57,011	$36,991,501	+20.4%	1.52%
AMAT	Applied Materials Inc /De Technology	Added	100,842	+39,431	$34,466,787	+118.4%	1.41%
MU	Micron Technology Inc Technology	Reduced	97,640	-58,509	$32,986,697	−26.0%	1.35%
INTC	Intel Corp Technology	Added	730,224	+194,295	$32,224,785	+63.0%	1.32%
LRCX	Lam Research Corp Technology	Reduced	145,106	-71,721	$31,003,347	−16.5%	1.27%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	64,469	+3,193	$29,861,396	+1.4%	1.23%
PLTR	Palantir Technologies Inc. Technology	Reduced	189,932	-26,952	$27,783,252	−27.9%	1.14%
ISRG	Intuitive Surgical Inc Healthcare	Added	55,906	+45,777	$25,772,106	+349.3%	1.06%
CVX	Chevron Corp Energy	Reduced	116,636	-7,147	$24,131,988	+27.9%	0.99%
VZ	Verizon Communications Inc Communication Services	Added	440,837	+14,017	$22,130,017	+27.3%	0.91%
JPM	Jpmorgan Chase & Co Financial Services	Added	70,586	+20,412	$20,763,577	+28.4%	0.85%
JNJ	Johnson & Johnson Healthcare	Reduced	79,353	-4,718	$19,397,047	+11.5%	0.80%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	599,531	+175	$17,979,934	−22.5%	0.74%
RIO	Rio Tinto PLC Basic Materials	Reduced	191,195	-6,595	$17,836,581	+12.7%	0.73%
GILD	Gilead Sciences, Inc. Healthcare	NEW	126,303	NEW	$17,602,849	NEW	0.72%
CAT	Caterpillar Inc Industrials	Added	23,903	+447	$16,934,319	+26.0%	0.70%
MRK	Merck & Co., Inc. Healthcare	Reduced	140,283	-50,238	$16,874,642	−15.9%	0.69%
MRVL	Marvell Technology, Inc. Technology	Reduced	157,536	-2,072	$15,603,940	+15.0%	0.64%
PEP	Pepsico Inc Consumer Defensive	Reduced	100,290	-1,781	$15,574,034	+6.3%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	15,440	+1,554	$15,384,879	+28.5%	0.63%
SHOP	Shopify Inc. Technology	Added	129,182	+6,587	$15,323,568	−22.3%	0.63%
QCOM	Qualcomm Inc/De Technology	Reduced	115,572	-53,782	$14,883,362	−48.6%	0.61%
NAGE	Niagen Bioscience, Inc. Healthcare	NEW	3,373,000	NEW	$14,874,930	NEW	0.61%
UNH	Unitedhealth Group Inc Healthcare	Added	53,238	+10,511	$14,405,670	+2.1%	0.59%
TXN	Texas Instruments Inc Technology	Added	74,135	+64,082	$14,392,568	+725.2%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	29,200	+8,316	$13,992,640	+33.3%	0.57%
KO	Coca Cola Co Consumer Defensive	Added	182,944	+93,132	$13,912,891	+121.6%	0.57%
ASTH	Astrana Health, Inc. Healthcare	Reduced	559,937	-20,000	$13,729,655	−4.6%	0.56%
GS	Goldman Sachs Group Inc Financial Services	Added	15,997	+1,483	$13,533,302	+6.1%	0.56%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	58,917	-19,490	$12,374,337	−22.3%	0.51%
LIN	Linde PLC Basic Materials	Reduced	24,589	-10,683	$12,190,242	−18.9%	0.50%
APP	AppLovin Corp Communication Services	Added	29,186	+2,149	$11,616,028	−36.2%	0.48%
XOM	Exxon Mobil Corp Energy	Added	67,740	+6,207	$11,492,768	+55.2%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Added	34,867	+5,468	$11,467,407	+13.4%	0.47%
MCD	Mcdonalds Corp Consumer Cyclical	Added	36,064	+11,058	$11,208,330	+46.7%	0.46%
ISD	PGIM High Yield Bond Fund, Inc. Financial Services	Added	794,786	+55,132	$10,459,383	−2.3%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	67,123	+30,054	$9,695,246	+82.5%	0.40%