SteelPeak Wealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
SteelPeak Wealth, LLC 13F Holdings
CIK 0001801868 · WOODLAND HILLS, CA
As of Sep 30, 2025, SteelPeak Wealth, LLC reported
579 positions worth $2.7B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 862,933 | $219.7M | 8.02% |
| NVIDIA CORP | NVDA | Technology | 804,356 |
|
50.1M5.48% |
| AMAZON.COM INC | AMZN | Equity | 438,339 | $96.2M | 3.51% |
| MICROSOFT CORP | MSFT | Technology | 161,812 | $83.8M | 3.06% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 134,896 | $81.0M | 2.96% |
| SPDR S&P 500 ETF TRUST | SPY | — | 118,235 | $78.8M | 2.88% |
| ALPHABET INC | GOOGL | Equity | 306,310 | $74.5M | 2.72% |
| META PLATFORMS INC | META | Communication Services | 100,965 | $74.1M | 2.71% |
| BROADCOM INC | AVGO | Technology | 179,154 | $59.1M | 2.16% |
| TESLA INC | TSLA | Consumer Cyclical | 128,411 | $57.1M | 2.08% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 335,077 | $54.2M | 1.98% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 1,073,085 | $50.1M | 1.83% |
| ISHARES CORE S&P 500 ETF | IVV | — | 67,589 | $45.2M | 1.65% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 239,207 | $43.6M | 1.59% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 670,881 | $39.7M | 1.45% |
| NETFLIX INC | NFLX | Communication Services | 29,416 | $35.3M | 1.29% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 283,423 | $34.2M | 1.25% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 169,304 | $32.9M | 1.20% |
| CISCO SYSTEMS INC | CSCO | Technology | 465,592 | $31.9M | 1.16% |
| GRAYSCALE BITCOIN MINI TRUST ETF | BTC | — | 601,963 | $30.5M | 1.11% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 145,582 | $30.1M | 1.10% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 421,286 | $28.6M | 1.04% |
| ISHARES S&P 100 ETF | OEF | — | 83,561 | $27.8M | 1.02% |
| INTUIT INC | INTU | Technology | 40,207 | $27.5M | 1.00% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 57,510 | $26.7M | 0.98% |