SteelPeak Wealth, LLC

CIK

1801868

Location

WOODLAND HILLS, CA

Portfolio Value

Mid $2,797,038,450

Diversification

Diversified

Filing Date

Global Rank

#1,104 / 8,700 ▼ 45

Top Industry

Semiconductors 22.8%

Period ended 2 months ago

Filed Jul 13, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

371 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.9%

−4.3 pts

Top 5

28.0%

−6.5 pts

Top 10

42.8%

−5.3 pts

HHI

283

Diversified−103

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.1%	$1,205,839,539	72
Consumer Cyclical	10.7%	$299,130,614	28
Communication Services	10.6%	$296,024,148	19
Unclassified	9.3%	$261,148,231	15
Healthcare	7.8%	$219,563,959	46
Financial Services	5.7%	$160,344,002	50
Industrials	4.4%	$123,348,154	56
Consumer Defensive	3.7%	$104,294,557	22
Energy	1.8%	$51,260,796	21
Basic Materials	1.3%	$36,534,432	13
Real Estate	0.7%	$19,989,777	16
Utilities	0.7%	$19,560,241	13

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+354,471	739,198	$52,543,117
NKE	NIKE, Inc.	+175,899	193,772	$7,954,340
NAGE	Niagen Bioscience, Inc.	+127,129	3,500,129	$11,165,411
TMUS	T-Mobile US, Inc.	+112,954	171,871	$28,827,922
BKNG	Booking Holdings Inc.	+86,043	86,107	$15,347,711
T	At&T Inc.	+68,751	312,302	$6,464,651
KLAC	Kla Corp	+68,072	74,626	$22,515,410
AMGN	Amgen Inc	+52,944	188,790	$68,364,634
EBAY	Ebay Inc	+41,507	82,478	$9,183,391
AFL	Aflac Inc	+41,487	44,615	$5,231,108
INTU	Intuit Inc.	+39,835	51,422	$13,421,142
KR	Kroger Co	+39,672	142,958	$7,938,457
TRV	Travelers Companies, Inc.	+38,974	43,226	$14,269,767
AVGO	Broadcom Inc.	+38,626	163,137	$61,511,676
MRK	Merck & Co., Inc.	+34,864	175,147	$21,876,739
WFC	Wells Fargo & Company/Mn	+34,445	85,773	$7,088,280
TXN	Texas Instruments Inc	+33,627	107,762	$32,120,619
NVDA	Nvidia Corp	+31,126	962,463	$185,556,062
AIG	American International Group, Inc.	+26,934	62,613	$4,666,546
PG	PROCTER & GAMBLE Co	+26,458	93,581	$13,722,717
COP	Conocophillips	+22,826	24,663	$2,563,965
BMY	Bristol Myers Squibb Co	+21,442	48,151	$2,774,460
RNTX	Rein Therapeutics, Inc.	+20,000	33,000	$34,320
UBER	Uber Technologies, Inc	+18,958	111,714	$8,061,282
MPC	Marathon Petroleum Corp	+18,485	38,750	$9,881,645
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−394,707	117,430	$13,781,581
F	Ford Motor Co	−289,040	19,903	$276,651
INTC	Intel Corp	−150,166	580,058	$80,993,498
HLF	Herbalife Ltd.	−150,000	50,000	$657,500
GOOGL	Alphabet Inc.	−130,272	299,446	$100,651,831
GILD	Gilead Sciences, Inc.	−123,810	2,493	$314,965
AMD	Advanced Micro Devices Inc	−102,153	135,689	$78,823,096
ASTH	Astrana Health, Inc.	−95,000	464,937	$21,577,726
PLTR	Palantir Technologies Inc.	−88,854	101,078	$11,641,099
SHOP	Shopify Inc.	−81,720	47,462	$5,270,777
TSLA	Tesla, Inc.	−59,646	256,496	$85,800,717
AAPL	Apple Inc.	−57,791	959,271	$275,722,752
PEP	Pepsico Inc	−57,554	42,736	$5,786,454
MET	Metlife Inc	−52,830	3,168	$268,044
MRVL	Marvell Technology, Inc.	−47,993	109,543	$32,631,764
AMZN	Amazon Com Inc	−43,785	495,321	$116,886,941
MU	Micron Technology Inc	−43,307	54,333	$62,138,893
KO	Coca Cola Co	−39,519	143,425	$11,656,149
HOOD	Robinhood Markets, Inc.	−39,403	19,836	$1,086,634
GM	General Motors Co	−33,747	5,807	$447,603
APP	AppLovin Corp	−27,517	1,669	$859,918
JPM	Jpmorgan Chase & Co	−26,665	43,921	$14,376,660
BX	Blackstone Inc.	−24,901	12,086	$1,422,159
LIN	Linde PLC	−22,522	2,067	$1,072,648
BEAM	Beam Therapeutics Inc.	−22,185	7,519	$258,052
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ADI	Analog Devices Inc	37,665	$14,959,408
REGN	Regeneron Pharmaceuticals, Inc.	21,939	$13,679,844
PDD	PDD Holdings Inc.	170,504	$13,006,045
CF	CF Industries Holdings, Inc.	78,994	$8,519,412
MTB	M&T Bank Corp	20,563	$4,870,398
GLW	Corning Inc /Ny	18,098	$4,622,772
WELL	Welltower Inc.	17,697	$4,016,688
APA	APA Corp	117,588	$3,829,841
CARR	CARRIER GLOBAL Corp	51,154	$3,752,145
AEE	Ameren Corp	32,325	$3,654,018
STRL	Sterling Infrastructure, Inc.	4,345	$3,647,019
—		17,631	$3,615,060
TXT	Textron Inc	38,974	$3,575,085
DRI	Darden Restaurants Inc	16,938	$3,489,397
JCI	Johnson Controls International plc	23,591	$3,446,881
CHTR	Charter Communications, Inc. /Mo/	23,149	$3,292,019
ATI	Ati Inc	15,540	$3,062,934
POWL	Powell Industries Inc	10,055	$2,879,349
HHH	Howard Hughes Holdings Inc.	40,156	$2,870,752
PLD	Prologis, Inc.	16,794	$2,275,083
STUB	StubHub Holdings, Inc.	160,835	$2,069,946
TTRX	Turn Therapeutics Inc.	249,456	$1,821,028
BEN	Franklin Templeton Inc	33,050	$1,099,573
UMAC	Unusual Machines, Inc.	42,171	$940,413
PAAS	Pan American Silver Corp	20,705	$927,376
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	5,287,449	$459,713,630
BAI	iShares A.I. Innovation and Tech Active ETF	1,834,742	$76,144,876
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	592,467	$55,085,623
VB	Vanguard Morningstar Small-Cap ETF	93,400	$27,899,482
BKF	iShares MSCI BIC ETF	284,679	$16,769,949
BCLO	iShares BBB-B CLO Active ETF	310,294	$16,113,142
XOM	ExxonMobil Holdings Corp	67,740	$11,492,768
TACN	T. Rowe Price Active Core International Equity ETF	192,618	$9,700,242
HON	Honeywell International Inc	40,925	$9,250,279
STT	State Street Corp	182,342	$9,002,224
BAB	Invesco Taxable Municipal Bond ETF	192,315	$8,589,634
ANEW	ProShares MSCI Transformational Changes ETF	161,057	$8,522,051
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	166,540	$8,234,542
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	123,054	$7,501,705
ABI	VictoryShares Pioneer Asset-Based Income ETF	70,681	$5,940,714
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	108,048	$5,534,225
BILZ	PIMCO Ultra Short Government Active ETF	160,967	$5,487,709
AIPO	Defiance AI & Power Infrastructure ETF	239,067	$5,053,782
VEA	Vanguard FTSE Developed Markets ETF	72,263	$4,630,613
CTVA	Corteva, Inc.	54,431	$4,556,419
—		169,427	$4,044,222
—		44,938	$3,976,563
ACES	ALPS Clean Energy ETF	74,881	$3,941,735
EQT	EQT Corp	61,254	$3,898,204
ED	Consolidated Edison Inc	33,146	$3,751,464
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

371 tracked positions · $2,797,038,450 total · as of Jun 30, 2026

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

Showing 1–50 of 371 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	959,271	-57,791	$275,722,752	+6.8%	9.86%
NVDA	Nvidia Corp Technology	Added	962,463	+31,126	$185,556,062	+14.2%	6.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	495,321	-43,785	$116,886,941	+4.1%	4.18%
QQQ	Invesco Qqq Trust, Series 1	Reduced	143,587	-3,013	$105,369,266	+24.5%	3.77%
GOOGL	Alphabet Inc. Communication Services	Reduced	299,446	-130,272	$100,651,831	−18.5%	3.60%
SPY	Spdr S&P 500 ETF Trust	Reduced	129,081	-21,220	$95,049,632	−2.8%	3.40%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	256,496	-59,646	$85,800,717	−27.0%	3.07%
INTC	Intel Corp Technology	Reduced	580,058	-150,166	$80,993,498	+151.3%	2.90%
AMD	Advanced Micro Devices Inc Technology	Reduced	135,689	-102,153	$78,823,096	+62.9%	2.82%
MSFT	Microsoft Corp Technology	Added	199,544	+3,370	$72,755,312	+0.2%	2.60%
AMGN	Amgen Inc Healthcare	Added	188,790	+52,944	$68,364,634	+43.0%	2.44%
META	Meta Platforms, Inc. Communication Services	Added	122,704	+10,993	$67,371,737	+5.4%	2.41%
MU	Micron Technology Inc Technology	Reduced	54,333	-43,307	$62,138,893	+88.4%	2.22%
AVGO	Broadcom Inc. Technology	Added	163,137	+38,626	$61,511,676	+59.6%	2.20%
AMAT	Applied Materials Inc /De Technology	Reduced	85,038	-15,804	$60,976,374	+76.9%	2.18%
LRCX	Lam Research Corp Technology	Reduced	139,429	-5,677	$59,855,439	+93.1%	2.14%
NFLX	Netflix Inc Communication Services	Added	739,198	+354,471	$52,543,117	+42.0%	1.88%
MRVL	Marvell Technology, Inc. Technology	Reduced	109,543	-47,993	$32,631,764	+109.1%	1.17%
TXN	Texas Instruments Inc Technology	Added	107,762	+33,627	$32,120,619	+123.2%	1.15%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	55,598	-8,871	$28,834,883	−3.4%	1.03%
TMUS	T-Mobile US, Inc. Communication Services	Added	171,871	+112,954	$28,827,922	+133.0%	1.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	29,975	+14,535	$27,853,619	+81.0%	1.00%
JNJ	Johnson & Johnson Healthcare	Added	92,601	+13,248	$23,035,332	+18.8%	0.82%
KLAC	Kla Corp Technology	Added	74,626	+68,072	$22,515,410	+133.3%	0.80%
QCOM	Qualcomm Inc/De Technology	Added	124,222	+8,650	$22,215,823	+49.3%	0.79%
MRK	Merck & Co., Inc. Healthcare	Added	175,147	+34,864	$21,876,739	+29.6%	0.78%
ASTH	Astrana Health, Inc. Healthcare	Reduced	464,937	-95,000	$21,577,726	+57.2%	0.77%
CVX	Chevron Corp Energy	Added	120,219	+3,583	$19,712,013	−18.3%	0.70%
RIO	Rio Tinto PLC Basic Materials	Added	191,237	+42	$18,154,128	+1.8%	0.65%
VZ	Verizon Communications Inc Communication Services	Reduced	424,511	-16,326	$17,973,795	−18.8%	0.64%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	39,180	-16,726	$15,581,102	−39.5%	0.56%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	86,107	+86,043	$15,347,711	+5595.7%	0.55%
BTC	Grayscale Bitcoin Mini Trust ETF	Reduced	585,796	-13,735	$15,201,406	−15.5%	0.54%
ADI	Analog Devices Inc Technology	NEW	37,665	NEW	$14,959,408	NEW	0.53%
CAT	Caterpillar Inc Industrials	Reduced	13,800	-10,103	$14,695,620	−13.2%	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	43,921	-26,665	$14,376,660	−30.8%	0.51%
TRV	Travelers Companies, Inc. Financial Services	Added	43,226	+38,974	$14,269,767	+1050.6%	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	28,436	-766	$14,229,090	−7.8%	0.51%
CSCO	Cisco Systems, Inc. Technology	Reduced	117,430	-394,707	$13,781,581	−65.3%	0.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	93,581	+26,458	$13,722,717	+41.5%	0.49%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	NEW	21,939	NEW	$13,679,844	NEW	0.49%
UNH	Unitedhealth Group Inc Healthcare	Reduced	32,301	-20,937	$13,425,264	−6.8%	0.48%
INTU	Intuit Inc. Technology	Added	51,422	+39,835	$13,421,142	+167.9%	0.48%
PDD	PDD Holdings Inc. Consumer Cyclical	NEW	170,504	NEW	$13,006,045	NEW	0.46%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,428	-3,569	$12,569,306	−7.1%	0.45%
HD	Home Depot, Inc. Consumer Cyclical	Added	35,496	+629	$12,518,729	+9.2%	0.45%
V	Visa Inc. Financial Services	Added	34,369	+2,604	$11,791,660	+22.8%	0.42%
KO	Coca Cola Co Consumer Defensive	Reduced	143,425	-39,519	$11,656,149	−16.2%	0.42%
PLTR	Palantir Technologies Inc. Technology	Reduced	101,078	-88,854	$11,641,099	−58.1%	0.42%
NAGE	Niagen Bioscience, Inc. Consumer Defensive	Added	3,500,129	+127,129	$11,165,411	−24.9%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.