Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SteelPeak Wealth, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

SteelPeak Wealth, LLC (CIK 1801868) reported $3.86B across 596 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($277.6M, 7.19%), NVDA ($192.6M, 4.99%), AMZN ($118.1M, 3.06%), IVV ($112.3M, 2.91%), TSLA ($107.9M, 2.79%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$277.6M7.19%952,871Trimmed
2NVDANVIDIA CORPORATION$192.6M4.99%927,363Added
3AMZNAMAZON COM INC$118.1M3.06%490,421Trimmed
4IVVISHARES TR$112.3M2.91%150,012Added
5TSLATESLA INC$107.9M2.79%203,996Trimmed
6GOOGLALPHABET INC$107.0M2.77%281,646Trimmed
7QQQINVESCO QQQ TR$105.8M2.74%143,087Trimmed
8SPYSTATE STR SPDR S&P 500 ETF T$96.6M2.50%127,281Trimmed
9INTCINTEL CORP$81.0M2.10%580,058Trimmed
10AMDADVANCED MICRO DEVICES INC$78.8M2.04%135,689Trimmed
11MSFTMICROSOFT CORP$74.4M1.93%195,044Added
12METAMETA PLATFORMS INC$69.1M1.79%119,604Added
13AMGNAMGEN INC$68.4M1.77%188,790Added
14IUSBISHARES TR$63.5M1.64%1.4MAdded
15MUMICRON TECHNOLOGY INC$62.7M1.62%53,833Trimmed
16AVGOBROADCOM INC$61.6M1.60%162,837Added
17AMATAPPLIED MATLS INC$61.5M1.59%84,338Trimmed
18LRCXLAM RESEARCH CORP$60.5M1.57%138,129Trimmed
19NFLXNETFLIX INC.$52.8M1.37%735,898Added
20IVWISHARES TR$35.4M0.92%257,599Trimmed
21DYNFBLACKROCK ETF TRUST$34.5M0.89%507,775Added
22GOOGALPHABET INC$34.0M0.88%82,103Trimmed
23MRVLMARVELL TECHNOLOGY INC$32.6M0.84%109,543Trimmed
24TXNTEXAS INSTRS INC$32.1M0.83%107,762Added
25IVEISHARES TR$29.9M0.77%131,659Trimmed

Source: SEC Form 13F filings · as of 2026-06-30