SteelPeak Wealth, LLC
Top Portfolio Positions
346 positions ·
$2,422,593,256 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,017,062 | $258,120,164 | 10.65% | |
| NVDA |
Nvidia Corp
Technology
|
931,337 | $162,425,172 | 6.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
316,142 | $117,525,788 | 4.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
539,106 | $112,279,606 | 4.63% | |
| SPY |
Spdr S&P 500 ETF Trust
|
150,301 | $97,746,752 | 4.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
332,777 | $95,693,354 | 3.95% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
146,600 | $84,614,588 | 3.49% | |
| MSFT |
Microsoft Corp
Technology
|
196,174 | $72,617,729 | 3.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
111,711 | $63,913,214 | 2.64% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
237,842 | $48,384,198 | 2.00% |
Portfolio Trend
Holdings in ISD
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,459,383 | 794,786 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,702,793 | 739,654 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,309,899 | 716,961 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,326,113 | 658,159 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,937,565 | 697,373 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,561,882 | 698,968 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,104,074 | 653,090 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,281,524 | 487,696 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,914,696 | 224,380 | Shares | Sole | 2024-04-18 | |
| No 13F history on record for this holder in this stock. | ||||||