Position in STEX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$29,665
-$9,772 QoQ
Shares Held
34,900
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 52 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $21,044,955 across 9 Capital Markets names. STEX ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,428 | $12,569,306 | |
| 2 | MS |
Morgan Stanley
|
21,415 | $4,476,591 | |
| 3 | IREN |
IREN Ltd
|
24,495 | $1,120,156 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,836 | $1,086,634 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
10,377 | $649,911 | |
| 6 | SCHW |
Schwab Charles Corp
|
5,737 | $529,352 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
28,593 | $380,572 | |
| 8 | CLSK |
Cleanspark, Inc.
|
13,936 | $202,768 |
All Filings in STEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,665 | 34,900 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $39,437 | 34,900 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $105,747 | 34,900 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $201,024 | 34,900 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||