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CIK: 0001801868
Total reported value
$3.9B
$3.9B
505 檔
13.0%
As reported in its official Q2 2025 Form 13F filing, SteelPeak Wealth, LLC's tracked investment portfolio stood at $3.9B with 505 total positions.
SteelPeak Wealth, LLC executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 3 holdings and trimming 21 positions.
Showing top 200 holdings (of 505 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.40% | -0.69% | -4.25% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.19% | +0.03% | -11.85% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.33% | -0.37% | -3.38% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.83% | +0.16% | +20.57% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.29% | -17.58% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.65% | -0.16% | -3.64% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | -0.49% | -13.32% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.14% | +0.10% | -10.18% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | -0.15% | -18.21% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.61% | -0.80% | -24.70% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 1.55% | +0.31% | +367.92% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.50% | +0.56% | +3.43% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.42% | -27.08% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.39% | -0.37% | +4.33% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.39% | +0.24% | -16.33% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.99% | -50.59% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.37% | -0.54% | -31.67% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.29% | -0.85% | -26.81% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.27% | -0.49% | +53.53% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.25% | — | -8.39% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.19% | — | +2.27% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.10% | +0.14% | +25.30% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.07% | -0.30% | +15.48% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.06% | -0.16% | +18.66% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.99% | -0.21% | +50.49% | |
| 26 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.94% | +0.37% | +9.49% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.92% | +0.39% | +118.53% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.87% | -0.27% | +82.15% | |
| 29 | LIN | Linde plc | Stock-Materials | 0.83% | -0.34% | +166.60% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.80% | -0.22% | +3.81% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.78% | — | -2.04% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.26% | -7.03% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.69% | +0.01% | NEW | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.69% | -0.39% | +7.53% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | +0.26% | +116.54% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.14% | -55.28% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | +0.02% | +9.83% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.60% | -0.13% | +44.75% | |
| 39 | MBB | Ishares Mbs ETF | ETF-Other | 0.59% | -0.04% | +1.13% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.03% | -19.96% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.33% | +1030.18% | |
| 42 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.55% | +0.01% | — | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.55% | +0.20% | -39.37% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.54% | — | -0.77% | |
| 45 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.52% | -0.15% | — | |
| 46 | ASTH | Astrana Health Inc | Stock-Other | 0.52% | +0.14% | -5.28% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | -0.04% | +14.36% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.51% | — | +58.55% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.50% | +0.36% | -4.18% | |
| 50 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.50% | -0.17% | +4.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +1.2% | +367.92% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | -11.85% | Trim |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +20.57% | Add |
| 4 | FTEC | Fidelity Msci Info Tech Indx | +0.6% | NEW | New buy |
| 5 | TXN | Texas Instruments Inc | +0.5% | +118.53% | Add |
| 6 | THRO | Ishares U.s. Thematic Rotati | +0.5% | NEW | New buy |
| 7 | LIN | Linde plc | +0.5% | +166.60% | Add |
| 8 | PEP | Pepsico Inc | +0.5% | +1030.18% | Add |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.4% | +53.53% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.4% | +82.15% | Add |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.4% | NEW | New buy |
| 12 | AMD | Advanced Micro Devices | +0.4% | +3.43% | Add |
| 13 | IAGG | Ishares Intl Aggregate Bond | +0.4% | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | +0.4% | -3.64% | Trim |
| 15 | COST | Costco Wholesale CORP | +0.4% | +116.54% | Add |
| 16 | CVS | Cvs Health CORP | +0.3% | NEW | New buy |
| 17 | AEP | American Electric Power | +0.3% | NEW | New buy |
| 18 | MO | Altria Group Inc | +0.3% | +248.82% | Add |
| 19 | VZ | Verizon Communications Inc | +0.3% | +50.49% | Add |
| 20 | NKE | Nike Inc -cl B | +0.2% | +296.35% | Add |
| 21 | OEF | Ishares S&p 100 ETF | +0.2% | +58.55% | Add |
| 22 | HDV | Ishares Core High Dividend E | +0.2% | NEW | New buy |
| 23 | SCHV | Schwab US Large-cap Value | +0.2% | NEW | New buy |
| 24 | QCOM | Qualcomm Inc | +0.2% | +25.30% | Add |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | NEW | New buy |
| 26 | EBAY | Ebay Inc | +0.2% | +370.21% | Add |
| 27 | CMCSA | Comcast Corp-class A | +0.2% | +47.27% | Add |
| 28 | AVGO | Broadcom Inc | +0.2% | -27.08% | Trim |
| 29 | NFLX | Netflix Inc | +0.2% | -16.33% | Trim |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +18.66% | Add |
| 31 | AMZN | Amazon.com Inc | +0.1% | -3.38% | Trim |
| 32 | MSFT | Microsoft CORP | 0% | -17.58% | Trim |
| 33 | XLC | Ss Comm Select Sector Spdr | -0.2% | -75.92% | Trim |
| 34 | ACWI | Ishares Msci Acwi ETF | -0.2% | EXIT | Sold out |
| 35 | KMI | Kinder Morgan, Inc. | -0.2% | -51.05% | Trim |
| 36 | SCHW | Schwab (charles) CORP | -0.2% | -96.35% | Trim |
| 37 | PFM | Invesco Dividend Achievers E | -0.3% | -88.66% | Trim |
| 38 | EOG | Eog Resources Inc | -0.3% | EXIT | Sold out |
| 39 | BMY | Bristol-myers Squibb Co | -0.3% | -47.59% | Trim |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -72.17% | Trim |
| 41 | USB | US Bancorp | -0.3% | -89.61% | Trim |
| 42 | HON | Honeywell International Inc | -0.4% | -44.41% | Trim |
| 43 | BKNG | Booking Holdings Inc | -0.4% | -85.07% | Trim |
| 44 | CSCO | Cisco Systems Inc | -0.4% | -26.81% | Trim |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.4% | EXIT | Sold out |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.4% | -10.18% | Trim |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.9% | -55.28% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -1.3% | -50.59% | Trim |
| 49 | AAPL | Apple Inc | -1.4% | -4.25% | Trim |
| 50 | VGT | Vanguard Info Tech ETF | -1.6% | -95.26% | Trim |
According to official SEC Form 13F filings, SteelPeak Wealth, LLC reported a total U.S. public equity portfolio value of $3.9B across 505 disclosed positions in Q2 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 13.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
FTEC
市值: $14.2M
Top Position Liquidated / Trimmed
EMXC
前期市值: $9.8M
During Q2 2025, SteelPeak Wealth, LLC's top holdings by market value included AAPL (6.4%)、NVDA (4.2%)、AMZN (3.3%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q2 2025, SteelPeak Wealth, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 17 positions, trimming 21 holdings, and fully liquidating 3 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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