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CIK: 0001801868
Total reported value
$3.9B
$3.9B
537 檔
16.5%
At the close of Q3 2025, SteelPeak Wealth, LLC disclosed equity holdings valued at approximately $3.9B, spread across 537 reported holdings.
In Q3 2025, SteelPeak Wealth, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 16.5% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 537 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.42% | -0.69% | +8.42% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.07% | +0.03% | +18.97% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | -0.37% | +12.68% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.29% | +15.15% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.73% | +0.16% | +2.80% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.66% | -0.49% | +21.77% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.54% | -0.16% | +12.06% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | -0.15% | +1.16% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | +0.42% | +32.44% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.94% | -0.80% | -0.61% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.81% | +0.56% | +23.25% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.67% | +0.10% | -10.60% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.99% | +16.96% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.48% | -0.54% | -6.64% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.32% | — | +18.59% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.18% | +0.24% | +10.15% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.14% | — | -3.21% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.10% | -0.37% | -14.13% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | -0.85% | -3.57% | |
| 20 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.01% | -0.16% | — | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.00% | -0.30% | +2.70% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.95% | -0.49% | -18.74% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.93% | — | +92.07% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 0.91% | +0.20% | +124.06% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.90% | -0.16% | -5.98% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.89% | -0.27% | +7.29% | |
| 27 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.86% | +0.07% | NEW | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.86% | +0.14% | -13.76% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | +0.31% | -36.95% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.84% | +0.39% | +19.46% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.26% | +17.79% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | — | -8.23% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.03% | -6.52% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.21% | -26.29% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.63% | -0.39% | +28.70% | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.60% | -0.13% | +14.86% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.57% | +0.61% | +2514.82% | |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.56% | -0.17% | +27.60% | |
| 39 | ASTH | Astrana Health Inc | Stock-Other | 0.55% | +0.14% | +7.76% | |
| 40 | MBB | Ishares Mbs ETF | ETF-Other | 0.54% | -0.04% | +3.65% | |
| 41 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.51% | +0.04% | +159.73% | |
| 42 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.49% | -0.15% | +3.13% | |
| 43 | MRVL | Marvell Technology Inc | Stock-Tech | 0.48% | +0.36% | +1.29% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.02% | -28.34% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.13% | +316.99% | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.45% | +0.37% | -45.18% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.54% | +93.23% | |
| 48 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.44% | -0.09% | -1.19% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.43% | +1.12% | -6.46% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.22% | -42.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +18.97% | Add |
| 2 | IGM | Ishares Expanded Tech Sector | +0.8% | +7006.53% | Add |
| 3 | AMD | Advanced Micro Devices | +0.7% | +23.25% | Add |
| 4 | AVGO | Broadcom Inc | +0.7% | +32.44% | Trim |
| 5 | OEF | Ishares S&p 100 ETF | +0.6% | +92.07% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +2.80% | Add |
| 7 | MU | Micron Technology Inc | +0.5% | +2514.82% | Add |
| 8 | AMGN | Amgen Inc | +0.5% | -36.95% | Add |
| 9 | TXN | Texas Instruments Inc | +0.5% | +19.46% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.4% | +7.29% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | +229.21% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.3% | +192.33% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +12.06% | Add |
| 14 | MO | Altria Group Inc | +0.2% | -9.03% | Add |
| 15 | AMAT | Applied Materials Inc | +0.2% | +93.23% | Add |
| 16 | VUG | Vanguard Growth ETF | +0.2% | +447.71% | Add |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +18.59% | Add |
| 18 | INTU | Intuit Inc | +0.2% | +124.06% | Add |
| 19 | TLH | Ishares 10-20 Year Treasury | +0.2% | +14.86% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | -6.64% | Trim |
| 21 | MSFT | Microsoft CORP | +0.1% | +15.15% | Trim |
| 22 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -18.74% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.16% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +17.79% | Add |
| 25 | TSLA | Tesla Inc | +0.1% | -0.61% | Trim |
| 26 | AMZN | Amazon.com Inc | 0% | +12.68% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +21.77% | Add |
| 28 | MMM | 3m Co | -0.3% | -90.34% | Trim |
| 29 | AAPL | Apple Inc | -0.4% | +8.42% | Add |
| 30 | IYW | Ishares Ustechnology ETF | -0.4% | -95.06% | Trim |
| 31 | HON | Honeywell International Inc | -0.4% | +10.15% | Trim |
| 32 | ADP | Automatic Data Processing | -0.5% | -95.39% | Trim |
| 33 | EFG | Ishares Msci Eafe Growth ETF | -0.5% | -87.42% | Trim |
| 34 | CVX | Chevron CORP | -0.5% | -42.24% | Trim |
| 35 | GILD | Gilead Sciences Inc | -0.6% | -94.81% | Trim |
| 36 | TMUS | T-mobile US Inc | -0.6% | -45.18% | Trim |
| 37 | CSCO | Cisco Systems Inc | -0.6% | -3.57% | Trim |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.9% | -10.60% | Trim |
| 39 | IVV | Ishares Core S&p 500 ETF | -1.2% | +16.96% | Trim |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | -1.5% | -90.56% | Trim |
| 41 | VGT | Vanguard Info Tech ETF | -1.5% | +29.92% | Trim |
| 42 | BTC | Grayscale Bitcoin Mini ETF | — | NEW | New buy |
| 43 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 44 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 45 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 46 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | EXIT | Sold out |
| 48 | BAP | Credicorp Ltd. | — | NEW | New buy |
| 49 | CVS | Cvs Health CORP | — | NEW | New buy |
| 50 | ITA | Ishares U.s. Aerospace & Def | — | NEW | New buy |
According to official SEC Form 13F filings, SteelPeak Wealth, LLC reported a total U.S. public equity portfolio value of $3.9B across 537 disclosed positions in Q3 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.
Top New Position Initiated
BTC
市值: $30.5M
Top Position Liquidated / Trimmed
BMY
前期市值: $10.7M
During Q3 2025, SteelPeak Wealth, LLC's top holdings by market value included AAPL (7.4%)、NVDA (5.1%)、AMZN (3.2%). The largest single position, AAPL, represented 7.4% of total portfolio value.
In Q3 2025, SteelPeak Wealth, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 18 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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