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CIK: 0001801868
Total reported value
$4.1B
$4.1B
596 檔
19.9%
The Q2 2026 SEC filing reveals that SteelPeak Wealth, LLC held a total portfolio value of $4.1B, covering 596 public equity positions.
In Q2 2026, SteelPeak Wealth, LLC displayed an active expansion posture, initiating 42 new positions and adding to 69 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 19.9% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 596 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.19% | -0.22% | -5.68% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.99% | +2.11% | +3.34% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | +0.47% | -8.12% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.91% | -0.25% | +56.11% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.79% | +0.14% | -18.87% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.77% | +0.29% | -10.02% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.74% | +0.04% | -2.06% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.50% | +0.02% | -14.12% | |
| 9 | INTC | Intel CORP | Stock-Tech | 2.10% | -0.55% | -20.56% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.04% | -0.02% | -42.95% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | +0.18% | +1.72% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.79% | +0.32% | +9.84% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.77% | -0.52% | +38.97% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.64% | -0.24% | +26.20% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 1.62% | +0.36% | -44.35% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.60% | -0.16% | +31.02% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.59% | -0.53% | -15.67% | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 1.57% | -0.63% | -3.91% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.37% | -0.44% | +92.14% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | -0.06% | -3.04% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.89% | -0.09% | +0.85% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.10% | -0.76% | |
| 23 | MRVL | Marvell Technology Inc | Stock-Tech | 0.84% | +0.55% | -30.46% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 0.83% | -0.15% | +45.36% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.77% | -0.10% | -20.62% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.75% | +0.04% | -13.76% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | +0.07% | -2.07% | |
| 28 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.75% | -0.73% | +191.72% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.36% | +94.14% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.63% | -0.04% | -8.10% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.62% | -0.10% | +5.23% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | -0.05% | -31.60% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.36% | +16.70% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.07% | +7.48% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.28% | +24.85% | |
| 36 | KLAC | Kla CORP | Stock-Tech | 0.58% | +0.06% | +1038.63% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.19% | +31.61% | |
| 38 | ASTH | Astrana Health Inc | Stock-Other | 0.56% | -0.18% | -16.97% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | -0.24% | -19.76% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.17% | +3.07% | |
| 41 | MBB | Ishares Mbs ETF | ETF-Other | 0.51% | -0.09% | +8.81% | |
| 42 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.47% | -0.03% | +0.02% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.47% | -0.06% | +5.72% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.47% | -0.20% | -3.70% | |
| 45 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.46% | -0.05% | -20.44% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.03% | -10.17% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | -0.27% | -29.92% | |
| 48 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.40% | -0.39% | +134442.19% | |
| 49 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.39% | -0.39% | EXIT | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.39% | -0.37% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +1.1% | -20.56% | Trim |
| 2 | IVV | Ishares Core S&p 500 ETF | +1% | +56.11% | Add |
| 3 | LRCX | Lam Research CORP | +0.6% | -3.91% | Trim |
| 4 | MU | Micron Technology Inc | +0.6% | -44.35% | Trim |
| 5 | AMD | Advanced Micro Devices | +0.6% | -42.95% | Trim |
| 6 | AMAT | Applied Materials Inc | +0.5% | -15.67% | Trim |
| 7 | AVGO | Broadcom Inc | +0.4% | +31.02% | Add |
| 8 | TXN | Texas Instruments Inc | +0.4% | +45.36% | Add |
| 9 | BKNG | Booking Holdings Inc | +0.4% | +134442.19% | Add |
| 10 | ADI | Analog Devices Inc | +0.4% | NEW | New buy |
| 11 | TMUS | T-mobile US Inc | +0.4% | +191.72% | Add |
| 12 | MRVL | Marvell Technology Inc | +0.4% | -30.46% | Trim |
| 13 | REGN | Regeneron Pharmaceuticals | +0.4% | NEW | New buy |
| 14 | ✓ | +0.4% | NEW | New buy | |
| 15 | ✓ | +0.3% | NEW | New buy | |
| 16 | PDD | Pdd Holdings Inc | +0.3% | NEW | New buy |
| 17 | TRV | Travelers Cos Inc/the | +0.3% | +916.60% | Add |
| 18 | CORO | Ish Intl Ctry Rot Act ETF | +0.3% | NEW | New buy |
| 19 | AMGN | Amgen Inc | +0.3% | +38.97% | Add |
| 20 | KLAC | Kla CORP | +0.3% | +1038.63% | Add |
| 21 | XLY | Ss Consumer Disc Select Sect | +0.3% | +4546.08% | Add |
| 22 | IALT | Ishrs Sys Alt Act ETF | +0.3% | NEW | New buy |
| 23 | COST | Costco Wholesale CORP | +0.3% | +94.14% | Add |
| 24 | NFLX | Netflix Inc | +0.2% | +92.14% | Add |
| 25 | GGOV | Ishares Global Gb Usd Ha ETF | +0.2% | NEW | New buy |
| 26 | CF | Cf Industries Holdings Inc | +0.2% | NEW | New buy |
| 27 | INTU | Intuit Inc | +0.2% | +343.79% | Add |
| 28 | NKE | Nike Inc -cl B | +0.2% | +984.16% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -2.06% | Trim |
| 30 | SOXX | Ishares Semiconductor ETF | +0.2% | +10.01% | Add |
| 31 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.2% | +22.42% | Add |
| 32 | QCOM | Qualcomm Inc | +0.1% | +7.48% | Add |
| 33 | ASTH | Astrana Health Inc | +0.1% | -16.97% | Trim |
| 34 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +31.61% | Add |
| 35 | EBAY | Ebay Inc | +0.1% | +101.31% | Add |
| 36 | MTB | M & T Bank CORP | +0.1% | NEW | New buy |
| 37 | AFL | Aflac Inc | +0.1% | +1326.31% | Add |
| 38 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 39 | MPC | Marathon Petroleum CORP | +0.1% | +91.22% | Add |
| 40 | XLP | Ss Consumer Staples Sel Sect | +0.1% | NEW | New buy |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +26.20% | Add |
| 42 | WELL | Welltower Inc | +0.1% | NEW | New buy |
| 43 | XLB | Ss Materials Select Sector | +0.1% | NEW | New buy |
| 44 | APA | Apa CORP | +0.1% | NEW | New buy |
| 45 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 46 | PANW | Palo Alto Networks Inc | +0.1% | +3.78% | Add |
| 47 | AEE | Ameren Corporation | +0.1% | NEW | New buy |
| 48 | STRL | Sterling Infrastructure Inc | +0.1% | NEW | New buy |
| 49 | EA | Electronic Arts Inc | +0.1% | NEW | New buy |
| 50 | TXT | Textron Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, SteelPeak Wealth, LLC reported a total U.S. public equity portfolio value of $4.1B across 596 disclosed positions in Q2 2026.
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
ADI
市值: $15.0M
Top Position Liquidated / Trimmed
XLU
前期市值: $11.6M
During Q2 2026, SteelPeak Wealth, LLC's top holdings by market value included AAPL (7.2%)、NVDA (5.0%)、AMZN (3.1%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q2 2026, SteelPeak Wealth, LLC made 199 total portfolio adjustments, initiating 42 new buys, adding to 69 positions, trimming 69 holdings, and fully liquidating 19 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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