SteelPeak Wealth, LLC
CIK
1801868
City
WOODLAND HILLS
State / Country
CA
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 DIA
Shares Held
Position Value (USD)
37 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,583,482 | 63,869 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $185,276 | 400 | Put | Sole | 2026-05-05 | |
| 2026-03-31 | $92,638 | 200 | Call | Sole | 2026-05-05 | |
| 2025-12-31 | $29,111,008 | 60,576 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $336,399 | 700 | Call | Sole | 2026-01-20 | |
| 2025-09-30 | $26,669,687 | 57,510 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $417,366 | 900 | Call | Sole | 2025-10-21 | |
| 2025-06-30 | $26,979,677 | 61,227 | Shares | Sole | 2025-07-23 | |
| 2025-06-30 | $396,585 | 900 | Call | Sole | 2025-07-23 | |
| 2025-03-31 | $21,606,185 | 51,458 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $377,892 | 900 | Call | Sole | 2025-05-01 | |
| 2024-12-31 | $425,500 | 1,000 | Call | Sole | 2025-01-23 | |
| 2024-12-31 | $20,511,227 | 48,205 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $18,261,436 | 43,159 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $16,220,943 | 41,472 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $12,917,256 | 32,475 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,144,586 | 26,918 | Shares | Sole | 2024-01-24 | |
| 2023-12-31 | $640,679 | 1,700 | Call | Sole | 2024-01-24 | |
| 2023-09-30 | $4,027,773 | 12,025 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $1,239,315 | 3,700 | Call | Sole | 2023-11-03 | |
| 2023-06-30 | $22,971,586 | 66,807 | Shares | Sole | 2023-08-03 | |
| 2023-06-30 | $103,155 | 300 | Call | Sole | 2023-08-03 | |
| 2023-03-31 | $9,559,498 | 28,740 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,808,454 | 23,567 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,537,511 | 22,755 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $7,878,652 | 25,595 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,211,289 | 20,792 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $34,527,026 | 95,032 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,132,550 | 12,216 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,701,323 | 13,629 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,955,042 | 33,179 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $19,154,074 | 62,638 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $6,721,050 | 24,220 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $77,361 | 300 | Call | Sole | 2020-07-21 | |
| 2020-06-30 | $5,485,410 | 21,272 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,494,837 | 11,380 | Shares | Sole | 2020-04-16 | |
| 2020-03-31 | $87,692 | 400 | Call | Sole | 2020-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||