SteelPeak Wealth, LLC

CIK

1801868

Location

WOODLAND HILLS, CA

Portfolio Value

Mid $2,850,103,126

Diversification

Diversified

Filing Date

Global Rank

#161 / 2,968 ▲ 918

Top Industry

Semiconductors 22.7%

3Y Alpha vs SPY

+2.3%

Period ended 29 days ago

Filed Jul 13, 2026 · 16d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+83.2%

SPY

+67.9%

Annualised alpha

+3.5%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

9.7%

−0.9 pts

Top 5

28.2%

−2.5 pts

Top 10

43.5%

−2.2 pts

HHI

285

Diversified−17

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.8%	$1,220,838,495	72
Consumer Cyclical	11.3%	$322,413,505	28
Communication Services	10.7%	$304,380,473	19
Unclassified	9.2%	$263,082,889	15
Healthcare	8.1%	$231,841,563	47
Financial Services	5.7%	$161,270,323	50
Industrials	4.4%	$124,047,924	56
Consumer Defensive	3.3%	$93,316,240	21
Energy	1.8%	$51,864,567	21
Basic Materials	1.3%	$36,566,910	13
Real Estate	0.7%	$20,507,477	16
Utilities	0.7%	$19,972,760	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	$52,778,737
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	$9,216,916
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	$61,625,001
MRK	Merck & Co., Inc.	+34,864	175,147	$22,506,389
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	$192,579,221
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	$9,907,212
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	$13,793,327
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
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	$11,792,770
SHOP	Shopify Inc.	−81,720	47,462	$5,419,211
TSLA	Tesla, Inc.	−59,646	256,496	$107,882,217
AAPL	Apple Inc.	−57,791	959,271	$277,574,656
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	$118,054,807
MU	Micron Technology Inc	−43,307	54,333	$62,716,038
KO	Coca Cola Co	−39,519	143,425	$11,656,149
HOOD	Robinhood Markets, Inc.	−39,403	19,836	$1,989,154
GM	General Motors Co	−33,747	5,807	$447,603
GOOGL	Alphabet Inc.	−33,331	299,446	$107,013,017
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	$8,551,890
MTB	M&T Bank Corp	20,563	$4,894,199
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
EA	Electronic Arts Inc.	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 Resources 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
XOM	ExxonMobil Holdings Corp	67,740	$11,492,768
HON	Honeywell International Inc	40,925	$9,250,279
CTVA	Corteva, Inc.	54,431	$4,556,419
EQT	EQT Corp	61,254	$3,898,204
ED	Consolidated Edison Inc	33,146	$3,751,464
DDOG	Datadog, Inc.	30,705	$3,624,725
WRB	Berkley W R Corp	52,609	$3,486,924
AMT	American Tower Corp /Ma/	18,992	$3,277,639
GPC	Genuine Parts Co	26,671	$2,820,458
AEM	Agnico Eagle Mines Ltd	13,724	$2,785,697
CRH	Crh Public Ltd Co	25,250	$2,654,280
PRIM	Primoris Services Corp	17,818	$2,548,686
AU	AngloGold Ashanti PLC	24,999	$2,433,902
KTOS	Kratos Defense & Security Solutions, Inc.	15,873	$1,119,205
TSCO	Tractor Supply Co /De/	20,769	$940,835
RDDT	Reddit, Inc.	6,741	$907,675
HST	Host Hotels & Resorts, Inc.	45,079	$863,713
AMRC	Ameresco, Inc.	29,816	$760,308
AMBA	Ambarella Inc	14,691	$756,292
TFC	Truist Financial Corp	16,106	$740,392
EH	EHang Holdings Ltd	73,838	$716,966
MDB	MongoDB, Inc.	2,667	$652,801
ILMN	Illumina, Inc.	5,227	$644,280
ACHR	Archer Aviation Inc.	113,502	$586,805
DLTR	Dollar Tree, Inc.	4,229	$463,117
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

371 positions · $2,850,103,126 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. CALL + SHARES Technology	Reduced	959,271	-57,791	$277,574,656	+7.5%	9.74%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	962,463	+31,126	$192,579,221	+18.6%	6.76%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Reduced	495,321	-43,785	$118,054,807	+5.1%	4.14%
TSLA	Tesla, Inc. PUT CALL + SHARES Consumer Cyclical	Reduced	256,496	-59,646	$107,882,217	−8.2%	3.79%
GOOGL	Alphabet Inc. CALL + SHARES Communication Services	Reduced	299,446	-33,331	$107,013,017	+11.8%	3.75%
QQQ	Invesco Qqq Trust, Series 1 CALL + SHARES	Reduced	143,587	-3,013	$105,737,466	+25.0%	3.71%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Reduced	129,081	-21,220	$96,393,818	−1.4%	3.38%
INTC	Intel Corp Technology	Reduced	580,058	-150,166	$80,993,498	+151.3%	2.84%
AMD	Advanced Micro Devices Inc Technology	Reduced	135,689	-102,153	$78,823,096	+62.9%	2.77%
MSFT	Microsoft Corp CALL + SHARES Technology	Added	199,544	+3,370	$74,433,902	+2.5%	2.61%
META	Meta Platforms, Inc. CALL + SHARES Communication Services	Added	122,704	+10,993	$69,117,936	+8.1%	2.43%
AMGN	Amgen Inc Healthcare	Added	188,790	+52,944	$68,364,634	+43.0%	2.40%
MU	Micron Technology Inc CALL + SHARES Technology	Reduced	54,333	-43,307	$62,716,038	+90.1%	2.20%
AVGO	Broadcom Inc. CALL + SHARES Technology	Added	163,137	+38,626	$61,625,001	+59.9%	2.16%
AMAT	Applied Materials Inc /De CALL + SHARES Technology	Reduced	85,038	-15,804	$61,482,474	+78.4%	2.16%
LRCX	Lam Research Corp CALL + SHARES Technology	Reduced	139,429	-5,677	$60,418,768	+94.9%	2.12%
NFLX	Netflix Inc CALL + SHARES Communication Services	Added	739,198	+354,471	$52,778,737	+42.7%	1.85%
MRVL	Marvell Technology, Inc. Technology	Reduced	109,543	-47,993	$32,631,764	+109.1%	1.14%
TXN	Texas Instruments Inc Technology	Added	107,762	+33,627	$32,120,619	+123.2%	1.13%
DIA	Spdr Dow Jones Industrial Average ETF Trust CALL + SHARES	Reduced	55,598	-8,871	$29,043,839	−2.7%	1.02%
TMUS	T-Mobile US, Inc. Communication Services	Added	171,871	+112,954	$28,827,922	+133.0%	1.01%
COST	Costco Wholesale Corp /New CALL + SHARES Consumer Defensive	Added	29,975	+14,535	$28,040,713	+82.3%	0.98%
JNJ	Johnson & Johnson CALL + SHARES Healthcare	Added	92,601	+13,248	$23,517,875	+21.2%	0.83%
QCOM	Qualcomm Inc/De CALL + SHARES Technology	Added	124,222	+8,650	$22,954,983	+54.2%	0.81%
KLAC	Kla Corp Technology	Added	74,626	+68,072	$22,515,410	+133.3%	0.79%
MRK	Merck & Co., Inc. CALL + SHARES Healthcare	Added	175,147	+34,864	$22,506,389	+33.4%	0.79%
ASTH	Astrana Health, Inc. Healthcare	Reduced	464,937	-95,000	$21,577,726	+57.2%	0.76%
CVX	Chevron Corp CALL + SHARES Energy	Added	120,219	+3,583	$19,927,501	−17.4%	0.70%
RIO	Rio Tinto PLC Basic Materials	Added	191,237	+42	$18,154,128	+1.8%	0.64%
VZ	Verizon Communications Inc Communication Services	Reduced	424,511	-16,326	$17,973,795	−18.8%	0.63%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	39,180	-16,726	$15,581,102	−39.5%	0.55%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	86,107	+86,043	$15,347,711	+5595.7%	0.54%
BTC	Grayscale Bitcoin Mini Trust ETF	Reduced	585,796	-13,735	$15,201,406	−15.5%	0.53%
ADI	Analog Devices Inc Technology	NEW	37,665	NEW	$14,959,408	NEW	0.52%
CAT	Caterpillar Inc Industrials	Reduced	13,800	-10,103	$14,695,620	−13.2%	0.52%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	43,921	-26,665	$14,376,660	−30.8%	0.50%
TRV	Travelers Companies, Inc. Financial Services	Added	43,226	+38,974	$14,269,767	+1050.6%	0.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	28,436	-764	$14,229,090	+1.7%	0.50%
CSCO	Cisco Systems, Inc. CALL + SHARES Technology	Reduced	117,430	-394,707	$13,793,327	−65.3%	0.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	93,581	+26,458	$13,722,717	+41.5%	0.48%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	NEW	21,939	NEW	$13,679,844	NEW	0.48%
UNH	Unitedhealth Group Inc Healthcare	Reduced	32,301	-20,937	$13,425,264	−6.8%	0.47%
INTU	Intuit Inc. Technology	Added	51,422	+39,835	$13,421,142	+167.9%	0.47%
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%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	35,496	+629	$12,518,729	+9.2%	0.44%
PLTR	Palantir Technologies Inc. CALL + SHARES Technology	Reduced	101,078	-88,854	$11,792,770	−57.6%	0.41%
V	Visa Inc. Financial Services	Added	34,369	+2,604	$11,791,660	+22.8%	0.41%
KO	Coca Cola Co Consumer Defensive	Reduced	143,425	-39,519	$11,656,149	−16.2%	0.41%
NAGE	Niagen Bioscience, Inc. Healthcare	Added	3,500,129	+127,129	$11,165,411	−24.9%	0.39%