SteelPeak Wealth, LLC
CIK
1801868
City
WOODLAND HILLS
State / Country
CA
Top Portfolio Positions
347 positions ·
$2,436,585,896 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,017,062 | $258,120,164 | 10.59% | |
| NVDA |
Nvidia Corp
Technology
|
931,337 | $162,425,172 | 6.67% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
316,142 | $117,525,788 | 4.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
539,106 | $112,279,606 | 4.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
150,301 | $97,746,752 | 4.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
332,777 | $95,693,354 | 3.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
146,600 | $84,614,588 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
196,174 | $72,617,729 | 2.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
111,711 | $63,913,214 | 2.62% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
237,842 | $48,384,198 | 1.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $572,882 | 41,908 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $603,909 | 42,055 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $593,028 | 41,616 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $584,259 | 42,124 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $586,999 | 44,436 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $636,374 | 44,162 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $595,704 | 43,167 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $587,427 | 42,972 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $557,735 | 43,135 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $488,181 | 39,593 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $346,974 | 28,987 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $402,697 | 31,510 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $383,042 | 30,328 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $329,521 | 26,834 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $314,219 | 23,895 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $297,368 | 22,011 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $320,163 | 20,497 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $340,089 | 20,316 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $322,006 | 20,138 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $326,397 | 20,049 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $311,689 | 20,122 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $332,711 | 21,675 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $331,187 | 23,947 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $334,276 | 23,674 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $769,536 | 63,809 | Shares | Sole | 2020-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||