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CIK: 0001801868
Total reported value
$3.9B
$3.9B
493 檔
17.5%
As reported in its official Q4 2025 Form 13F filing, SteelPeak Wealth, LLC's tracked investment portfolio stood at $3.9B with 493 total positions.
SteelPeak Wealth, LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, QQQ) accounted for 17.5% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 493 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.45% | -0.69% | -3.92% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | +0.03% | -8.63% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.47% | +0.16% | +27.21% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.40% | -0.37% | +2.15% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.19% | -0.15% | +0.66% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.82% | -0.49% | +5.60% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.08% | -0.80% | +8.80% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | -0.16% | -11.60% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.29% | -23.00% | |
| 10 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 1.85% | -0.01% | EXIT | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.66% | +0.10% | +1.91% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 1.45% | +0.61% | +52.34% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.42% | -0.30% | +40.82% | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.40% | — | +16126.65% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | +0.42% | -31.28% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.99% | -9.80% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.33% | — | -0.07% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.31% | +0.56% | -43.97% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.26% | -0.54% | -10.97% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.23% | +0.31% | +28.10% | |
| 21 | LRCX | Lam Research CORP | Stock-Tech | 1.21% | +0.62% | +1055.73% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | — | -1.02% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | -0.27% | +24.63% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.00% | +0.24% | +1010.30% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.96% | -0.16% | +4.91% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.94% | +0.14% | +9.41% | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.93% | — | -0.42% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.85% | -0.49% | -13.49% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.03% | -2.11% | |
| 30 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.79% | +0.01% | +3622.32% | |
| 31 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.76% | -0.16% | -0.43% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | -0.85% | -40.24% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.68% | -0.37% | -38.10% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | +0.07% | +29.88% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.66% | +0.06% | +70.21% | |
| 36 | INTC | Intel CORP | Stock-Tech | 0.64% | +1.12% | +38.64% | |
| 37 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.64% | -0.33% | +168.81% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | — | -7.41% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.22% | +49.09% | |
| 40 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.61% | -0.17% | +13.89% | |
| 41 | APP | Applovin Corp-class A | Stock-Tech | 0.59% | -0.33% | +6261.65% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | +0.02% | +8.81% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.21% | -1.77% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.55% | -0.04% | +3.84% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.54% | +0.20% | -37.85% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.26% | -35.13% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.52% | +0.37% | +39.74% | |
| 48 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.52% | -0.09% | -0.40% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.54% | -5.17% | |
| 50 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.50% | -0.13% | -13.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega Cap Value ETF | +1.4% | +16126.65% | Add |
| 2 | LRCX | Lam Research CORP | +1.1% | +1055.73% | Add |
| 3 | MU | Micron Technology Inc | +0.9% | +52.34% | Add |
| 4 | FTEC | Fidelity Msci Info Tech Indx | +0.8% | +3622.32% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +27.21% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.66% | Add |
| 7 | APP | Applovin Corp-class A | +0.6% | +6261.65% | Add |
| 8 | PEP | Pepsico Inc | +0.5% | +1280.83% | Add |
| 9 | IVE | Ishares S&p 500 Value ETF | +0.4% | +40.82% | Add |
| 10 | SHOP | Shopify Inc - Class A | +0.4% | +168.81% | Add |
| 11 | AMGN | Amgen Inc | +0.4% | +28.10% | Add |
| 12 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | +70.21% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.3% | +29.88% | Add |
| 14 | COP | Conocophillips | +0.2% | +1921.96% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.2% | +24.63% | Add |
| 16 | INTC | Intel CORP | +0.2% | +38.64% | Add |
| 17 | AMZN | Amazon.com Inc | +0.2% | +2.15% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +5.60% | Add |
| 19 | AXP | American Express Co | -0.2% | -86.91% | Trim |
| 20 | BKNG | Booking Holdings Inc | -0.2% | -51.68% | Trim |
| 21 | PG | Procter & Gamble Co/the | -0.2% | -51.71% | Trim |
| 22 | T | At&t Inc | -0.2% | -49.00% | Trim |
| 23 | IBM | Intl Business Machines CORP | -0.2% | -80.83% | Trim |
| 24 | MO | Altria Group Inc | -0.3% | -67.26% | Trim |
| 25 | BTC | Grayscale Bitcoin Mini ETF | -0.3% | -0.43% | Trim |
| 26 | USB | US Bancorp | -0.3% | -92.75% | Trim |
| 27 | KMI | Kinder Morgan, Inc. | -0.3% | -95.72% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | -0.3% | -35.13% | Trim |
| 29 | ADBE | Adobe Inc | -0.3% | -85.63% | Trim |
| 30 | BAP | Credicorp Ltd. | -0.3% | -93.28% | Trim |
| 31 | CVS | Cvs Health CORP | -0.3% | -95.88% | Trim |
| 32 | CSCO | Cisco Systems Inc | -0.4% | -40.24% | Trim |
| 33 | HON | Honeywell International Inc | -0.4% | -95.23% | Trim |
| 34 | INTU | Intuit Inc | -0.4% | -37.85% | Trim |
| 35 | QUAL | Ishares Msci USA Quality Fac | -0.4% | -38.10% | Trim |
| 36 | ISRG | Intuitive Surgical Inc | -0.4% | -75.88% | Trim |
| 37 | AMD | Advanced Micro Devices | -0.5% | -43.97% | Trim |
| 38 | NVDA | Nvidia CORP | -0.5% | -8.63% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.6% | -11.60% | Trim |
| 40 | AVGO | Broadcom Inc | -0.6% | -31.28% | Trim |
| 41 | TXN | Texas Instruments Inc | -0.8% | -92.68% | Trim |
| 42 | MSFT | Microsoft CORP | -0.8% | -23.00% | Trim |
| 43 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | NEW | New buy |
| 44 | IGM | Ishares Expanded Tech Sector | — | EXIT | Sold out |
| 45 | HDV | Ishares Core High Dividend E | — | NEW | New buy |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 47 | TFC | Truist Financial CORP | — | EXIT | Sold out |
| 48 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 49 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 50 | KLAC | Kla CORP | — | 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 493 disclosed positions in Q4 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
QQQE
市值: $56.9M
Top Position Liquidated / Trimmed
IGM
前期市值: $25.8M
During Q4 2025, SteelPeak Wealth, LLC's top holdings by market value included AAPL (7.5%)、NVDA (4.5%)、QQQ (3.5%). The largest single position, AAPL, represented 7.5% of total portfolio value.
In Q4 2025, SteelPeak Wealth, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 24 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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