Q2 2026 13F · SEC CIK 1801868

SteelPeak Wealth, LLC

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.8B
Reported positions: 596
Top holdings a year, 3 yrs: +24.0%
Assets under management: $4.1B

SteelPeak Wealth, LLC is a wealth manager that reported 596 positions worth $3.8B in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Apple Inc (AAPL, 7.2%), Nvidia Corporation Com (NVDA, 4.9%), Amazon Com Inc Com (AMZN, 3.1%). A portfolio copying its top holdings returned 24.0% a year over the last 3 years, against 20.4% for the S&P 500.

SteelPeak Wealth, LLC holdings largest 50 of 596 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SteelPeak Wealth, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	7.2%	8.0%	952,871	-5.5%	$275.7M
NVDANvidia Corporation Com	4.9%	4.9%	927,363	+3.4%	$185.6M
AMZNAmazon Com Inc Com	3.1%	3.5%	490,421	-8.2%	$116.9M
IVVIshares Core S&p 500 ETF	3.0%	2.0%	150,012	+56.1%	$112.3M
QQQInvesco Qqq Tr	2.8%	2.6%	143,087	-2.1%	$105.5M
GOOGLAlphabet Inc	2.6%	2.9%	281,646	-13.9%	$100.7M
SPYSpdr S&p 500 ETF Tr	2.5%	3.1%	127,281	-15.0%	$95.3M
TSLATesla Inc Com	2.3%	2.2%	203,996	+8.8%	$85.8M
INTCIntel Corp	2.1%	1.0%	580,058	-20.6%	$81.0M
AMDAdvanced Micro Devices Inc	2.1%	1.5%	135,689	-42.9%	$78.8M
MSFTMicrosoft Corp	1.9%	2.1%	195,044	+9.7%	$72.8M
AMGNAmgen Inc Com	1.8%	1.5%	188,790	+39.0%	$68.4M
METAMeta Platforms Inc Class A	1.8%	1.9%	119,604	+11.1%	$67.4M
IUSBIshares Core Universal Usd Bond ETF	1.7%	1.6%	1,376,841	+26.2%	$63.5M
MUMicron Technology Inc	1.6%	1.0%	53,833	-44.3%	$62.1M
AVGOBroadcom Inc	1.6%	1.2%	162,837	+31.2%	$61.5M
AMATApplied Matls Inc	1.6%	1.1%	84,338	-15.9%	$61.0M
LRCXLam Research Corp	1.6%	1.0%	138,129	-4.1%	$59.9M
NFLXNetflix Inc Total	1.4%	1.2%	735,898	+91.9%	$52.5M
IVWIshares	0.9%	0.9%	257,599	-3.0%	$35.4M
DYNFIshares U.s. Equity Factor Rotation Acti	0.9%	0.9%	507,775	+0.8%	$34.5M
MRVLMarvell Technology Inc	0.9%	0.5%	109,543	-30.5%	$32.6M
TXNTexas Instruments Inc	0.8%	—	107,762	—	$32.1M
IVEIshares S&p 500 Value ETF	0.8%	1.1%	131,659	-20.6%	$29.9M
IWMIshares	0.8%	0.8%	96,759	-2.1%	$29.1M
GOOGAlphabet Inc	0.8%	0.7%	82,103	-0.9%	$29.0M
DIAState Street Spdr Dow Jones Industrial A	0.8%	0.9%	55,198	-13.6%	$28.9M
TMUST-Mobile US Inc	0.8%	—	171,871	—	$28.8M
COSTCostco Whsl Corp New	0.7%	0.5%	29,775	+92.8%	$27.9M
MTUMIshares Msci USA Momentum Factor ETF	0.6%	0.6%	71,207	-8.1%	$24.4M
GOVTIshares Tr	0.6%	0.7%	1,050,429	+5.2%	$23.9M
IEMGIshares	0.6%	0.9%	287,273	-31.6%	$23.8M
JNJJohnson & Johnson	0.6%	0.6%	90,701	+15.9%	$23.0M
KLACKla Corp	0.6%	—	74,626	—	$22.5M
VTIVanguard Index Fds	0.6%	—	60,449	—	$22.4M
QCOMQualcomm Inc	0.6%	—	120,222	—	$22.2M
MRKMerck & Co. Inc	0.6%	0.5%	170,247	+25.2%	$22.0M
ASTHAstrana Health Inc	0.6%	—	464,937	—	$21.6M
XLKState Street Technology Select Sector Sp	0.5%	0.6%	108,265	-19.8%	$20.6M
CVXChevron Corp New	0.5%	0.7%	118,919	+3.1%	$19.7M
MBBIshares Tr	0.5%	0.6%	207,334	+8.8%	$19.6M
RIORio Tinto PLC	0.5%	0.6%	191,237	+0.0%	$18.2M
EFGIshares Tr	0.5%	—	145,063	—	$18.0M
VZVerizon Communications Inc Com	0.5%	0.7%	424,511	-3.7%	$18.0M
BAIIshares A.i. Innovation and Tech Active	0.5%	—	335,401	—	$17.7M
EFAiShs MSCI EAFE	0.5%	0.6%	168,692	-10.2%	$17.5M
ISRGIntuitive Surgical Inc	0.4%	0.8%	39,180	-29.9%	$15.6M
BKNGBooking Holdings Inc Com	0.4%	—	86,107	—	$15.3M
BTCGrayscale Bitcoin Mini Tr Et	0.4%	0.6%	585,796	-2.3%	$15.2M
ADIAnalog Devices Inc	0.4%	—	37,665	—	$15.0M

What SteelPeak Wealth, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.7% /yr; S&P 500 +20.1%
3 years: +24.0% /yr; S&P 500 +20.4%
5 years: +13.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.8B	596
Q1 2026	$3.2B	527
Q4 2025	$3.0B	493
Q3 2025	$3.0B	537
Q2 2025	$2.6B	505
Q1 2025	$2.4B	485
Q4 2024	$2.4B	479
Q3 2024	$2.3B	454
Q2 2024	$2.1B	448
Q1 2024	$2.0B	419
Q4 2023	$1.7B	389
Q3 2023	$1.6B	390

Questions about SteelPeak Wealth, LLC's portfolio

What stocks does SteelPeak Wealth, LLC own?

SteelPeak Wealth, LLC's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 596 positions worth $3.8B. The largest are Apple Inc (AAPL) at 7.2%, Nvidia Corporation Com (NVDA) at 4.9%, Amazon Com Inc Com (AMZN) at 3.1%, Ishares Core S&p 500 ETF (IVV) at 3.0% and Invesco Qqq Tr (QQQ) at 2.8%.

What did SteelPeak Wealth, LLC buy last quarter?

In Q2 2026, SteelPeak Wealth, LLC added Costco Whsl Corp New (COST) (+92.8% shares), Netflix Inc Total (NFLX) (+91.9% shares) and Ishares Core S&p 500 ETF (IVV) (+56.1% shares), compared with its Q1 2026 filing.

What did SteelPeak Wealth, LLC sell last quarter?

In Q2 2026, SteelPeak Wealth, LLC cut from its top 50 Cisco Sys Inc (CSCO), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Ishares Msci USA Quality Factor ETF (QUAL), Micron Technology Inc (MU) (-44.3% shares), Advanced Micro Devices Inc (AMD) (-42.9% shares) and Ishares (IEMG) (-31.6% shares), compared with its Q1 2026 filing.

How has SteelPeak Wealth, LLC's portfolio performed?

A portfolio copying SteelPeak Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.7% against +20.1%. Over 5 years: +13.6% a year against +11.6%.

When is SteelPeak Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. SteelPeak Wealth, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does SteelPeak Wealth, LLC manage?

SteelPeak Wealth, LLC reported $4.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.8B.