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CIK: 0001801868
Total reported value
$3.9B
$3.9B
419 檔
11.2%
The Q1 2024 SEC filing reveals that SteelPeak Wealth, LLC held a total portfolio value of $3.9B, covering 419 public equity positions.
During Q1 2024, SteelPeak Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, AMZN) accounted for 11.2% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 419 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.65% | -0.69% | +15.40% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.10% | +0.99% | -22.75% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.85% | -0.37% | +12.02% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.29% | +33.29% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | +0.03% | +3.88% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 2.76% | +0.56% | +190.29% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.43% | +0.16% | +31.34% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.27% | +0.10% | +80.73% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | -0.49% | -5.15% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.12% | -0.16% | -13.05% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | -0.15% | -20.96% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.45% | -0.80% | +19.45% | |
| 13 | ASTH | Astrana Health Inc | Stock-Other | 1.41% | +0.14% | -1.48% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.38% | -0.11% | -3.43% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | +0.42% | +19.09% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.31% | -0.28% | +1093.79% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.30% | +0.54% | +12.48% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.25% | +0.14% | +8.23% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 1.22% | +0.39% | +206.75% | |
| 20 | INTC | Intel CORP | Stock-Tech | 1.17% | +1.12% | +39.77% | |
| 21 | INTU | Intuit Inc | Stock-Tech | 1.17% | +0.20% | +3.58% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.11% | -0.37% | -1.07% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.08% | — | — | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.03% | +0.31% | -31.66% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | -0.85% | -23.54% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.93% | -0.21% | +66.75% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.14% | +0.95% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.86% | +0.24% | +15.66% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | — | +175.44% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.80% | +0.37% | +2.71% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.26% | +4.82% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | -0.04% | -6.21% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | — | +3.23% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.13% | +534.49% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.03% | +16.91% | |
| 36 | MRVL | Marvell Technology Inc | Stock-Tech | 0.67% | +0.36% | +14.35% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.65% | -0.16% | +13.48% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.30% | +2806.41% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.49% | -28.75% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.11% | +9.48% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.61% | — | +7.30% | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.60% | -0.04% | +14.84% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | — | +18.82% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.54% | -0.39% | +2365.60% | |
| 45 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.54% | — | +116.94% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.22% | -4.50% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.52% | +0.01% | NEW | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.13% | +20.78% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | +0.02% | +11.54% | |
| 50 | F | Ford Motor Co | Stock-Consumer Disc | 0.46% | -0.10% | +1711.27% |
According to official SEC Form 13F filings, SteelPeak Wealth, LLC reported a total U.S. public equity portfolio value of $3.9B across 419 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, SteelPeak Wealth, LLC's top holdings by market value included AAPL (7.7%)、IVV (4.1%)、AMZN (3.9%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q1 2024, SteelPeak Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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