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CIK: 0001801868
Total reported value
$3.9B
$3.9B
486 檔
12.4%
In Q1 2025, SteelPeak Wealth, LLC's U.S. equity holdings reached a combined market value of $3.9B, distributed across 486 disclosed stock positions.
In Q1 2025, SteelPeak Wealth, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 486 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.77% | -0.69% | -6.18% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.50% | +0.03% | -5.91% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.21% | -0.37% | +9.62% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | +0.99% | -15.94% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.29% | +21.09% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.64% | -0.49% | +10.82% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.56% | +0.10% | +9.42% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | -0.15% | +29.85% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | -0.16% | -1.98% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.14% | +0.16% | +26.16% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.88% | -0.80% | +10.21% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.69% | -0.85% | +7.18% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.65% | -0.28% | +348.11% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.52% | -0.14% | +126.71% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.34% | -0.37% | +21.48% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.34% | -0.54% | +601.99% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.42% | +14.92% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.24% | +0.24% | +2.41% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.23% | — | +6.49% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.12% | +0.56% | +9.67% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.12% | — | +5.77% | |
| 22 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.03% | +0.37% | +1.67% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.97% | -0.30% | +53.79% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.22% | +195.90% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.91% | -0.16% | +6.41% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.91% | +0.14% | +147.10% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.83% | -0.49% | -8.29% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.80% | -0.28% | EXIT | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | — | +31.48% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.75% | +0.20% | +26.44% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.74% | -0.21% | +13.52% | |
| 32 | ASTH | Astrana Health Inc | Stock-Other | 0.73% | +0.14% | +4.83% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.26% | +31.29% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.03% | +22.65% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | +0.02% | +36.50% | |
| 36 | MBB | Ishares Mbs ETF | ETF-Other | 0.63% | -0.04% | -9.02% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | -0.39% | -32.36% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.60% | -0.53% | +142.49% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | +0.06% | +13.17% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.52% | — | -39.64% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.52% | +0.01% | NEW | |
| 42 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.52% | -0.09% | +0.04% | |
| 43 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.51% | -0.17% | +13.62% | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.49% | -0.05% | -12.37% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | -0.02% | +38.97% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.47% | — | -26.03% | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.47% | +0.39% | +142.53% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | -0.27% | +73.36% | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.45% | -0.13% | — | |
| 50 | MRVL | Marvell Technology Inc | Stock-Tech | 0.45% | +0.36% | -3.12% |
According to official SEC Form 13F filings, SteelPeak Wealth, LLC reported a total U.S. public equity portfolio value of $3.9B across 486 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 12.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $187.2M
During Q1 2025, SteelPeak Wealth, LLC's top holdings by market value included AAPL (7.8%)、NVDA (3.5%)、AMZN (3.2%). The largest single position, AAPL, represented 7.8% of total portfolio value.
In Q1 2025, SteelPeak Wealth, LLC made 50 total portfolio adjustments, initiating 50 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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