SteelPeak Wealth, LLC

Est. AUM

$3.24B

13F long equity, this entity only

Positions

570

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$255.9M	1008162	7.89%	SOLE
2	NVIDIA CORPORATION	COM	$156.4M	896537	4.82%	SOLE
3	AMAZON COM INC	COM	$111.3M	534406	3.43%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$97.6M	149701	3.01%	SOLE
5	ALPHABET INC	CAP STK CL A	$94.0M	326977	2.90%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$84.3M	146100	2.60%	SOLE
7	TESLA INC	COM	$69.7M	187442	2.15%	SOLE
8	MICROSOFT CORP	COM	$65.8M	177774	2.03%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$62.8M	96096	1.94%	SOLE
10	META PLATFORMS INC	CL A	$61.6M	107611	1.90%	SOLE
11	ISHARES TR	CORE UNIVRSL USD	$50.4M	1090959	1.55%	SOLE
12	ADVANCED MICRO DEVICES INC	COM	$48.3M	237642	1.49%	SOLE
13	AMGEN INC	COM	$47.8M	135846	1.47%	SOLE
14	CISCO SYS INC	COM	$39.7M	512037	1.23%	SOLE
15	BROADCOM INC	COM	$38.4M	124111	1.18%	SOLE
16	NETFLIX INC.	COM	$36.9M	383427	1.14%	SOLE
17	ISHARES TR	S&P 500 VAL ETF	$35.0M	165861	1.08%	SOLE
18	APPLIED MATLS INC	COM	$34.3M	100242	1.06%	SOLE
19	MICRON TECHNOLOGY INC	COM	$32.7M	96640	1.01%	SOLE
20	INTEL CORP	COM	$32.2M	730224	0.99%	SOLE
21	TESLA INCCALL	COM	$31.0M	83400	0.96%	SOLE
22	LAM RESEARCH CORP	COM NEW	$30.8M	144006	0.95%	SOLE
23	ISHARES TR	S&P 500 GRWT ETF	$30.1M	265668	0.93%	SOLE
24	STATE STR SPDR DOW JONES IND	UT SER 1	$29.6M	63869	0.91%	SOLE
25	BLACKROCK ETF TRUST	ISHARES US EQUIT	$29.3M	503502	0.90%	SOLE
26	ISHARES INC	CORE MSCI EMKT	$29.3M	419980	0.90%	SOLE
27	PALANTIR TECHNOLOGIES INC	CL A	$27.6M	188532	0.85%	SOLE
28	ISHARES TR	RUSSELL 2000 ETF	$24.5M	98806	0.76%	SOLE
29	ISHARES TR	EAFE VALUE ETF	$24.4M	327574	0.75%	SOLE
30	CHEVRON CORPORATION	COM	$23.9M	115336	0.74%	SOLE
31	ALPHABET INC	CAP STK CL C	$23.8M	82841	0.73%	SOLE
32	ISHARES TR	US TREAS BD ETF	$22.9M	998208	0.71%	SOLE
33	VERIZON COMMUNICATIONS INC	COM	$22.1M	440837	0.68%	SOLE
34	JPMORGAN CHASE & CO	COM	$20.8M	70586	0.64%	SOLE
35	ISHARES TR	MSCI USA QLT FCT	$19.5M	101884	0.60%	SOLE
36	JOHNSON & JOHNSON	COM	$19.1M	78253	0.59%	SOLE
37	ISHARES TR	MSCI USA MMENTM	$18.6M	77484	0.57%	SOLE
38	RIO TINTO PLC	SPONSORED ADR	$18.3M	191195	0.57%	SOLE
39	ISHARES TR	MSCI EAFE ETF	$18.2M	187780	0.56%	SOLE
40	ISHARES TR	MBS ETF	$18.1M	190554	0.56%	SOLE
41	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$18.0M	599531	0.55%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET TEC	$17.9M	134931	0.55%	SOLE
43	GILEAD SCIENCES INC	COM	$17.4M	125203	0.54%	SOLE
44	CATERPILLAR INC	COM	$16.9M	23903	0.52%	SOLE
45	TESLA INCPUT	COM	$16.8M	45300	0.52%	SOLE
46	MERCK & CO INC	COM	$16.5M	135983	0.51%	SOLE
47	ISHARES TR	10-20 YR TRS ETF	$16.2M	160719	0.50%	SOLE
48	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$15.9M	305829	0.49%	SOLE
49	MARVELL TECHNOLOGY INC	COM	$15.6M	157536	0.48%	SOLE
50	PEPSICO INC	COM	$15.6M	100290	0.48%	SOLE

1–50 of 570

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.