SteelPeak Wealth, LLC
Top Portfolio Positions
347 positions ·
$2,431,407,596 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,017,062 | $258,120,164 | 10.62% | |
| NVDA |
Nvidia Corp
Technology
|
931,337 | $162,425,172 | 6.68% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
316,142 | $117,525,788 | 4.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
539,106 | $112,279,606 | 4.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
150,301 | $97,746,752 | 4.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
332,777 | $95,693,354 | 3.94% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
146,600 | $84,614,588 | 3.48% | |
| MSFT |
Microsoft Corp
Technology
|
196,174 | $72,617,729 | 2.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
111,711 | $63,913,214 | 2.63% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
237,842 | $48,384,198 | 1.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHRS
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,610 | 69,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $97,980 | 69,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $113,160 | 69,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $50,439 | 69,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $55,683 | 69,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $95,220 | 69,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $71,760 | 69,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $119,370 | 69,000 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $164,910 | 69,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $229,770 | 69,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $201,960 | 54,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $179,340 | 42,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $143,640 | 21,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $126,720 | 16,000 | Shares | Sole | 2023-01-25 | |
| 2022-12-31 | $14,256 | 1,800 | Call | Sole | 2023-01-25 | |
| No 13F history on record for this holder in this stock. | ||||||