Steelpeak Wealth, LLC Top Holdings and 13F Report (2025) About Steelpeak Wealth, LLCInvestment ActivitySteelpeak Wealth, LLC has $2.59 billion in total holdings as of June 30, 2025.Steelpeak Wealth, LLC owns shares of 505 different stocks, but just 92 companies or ETFs make up 80% of its holdings.Approximately 16.17% of the portfolio was purchased this quarter.About 19.97% of the portfolio was sold this quarter.This quarter, Steelpeak Wealth, LLC has purchased 486 new stocks and bought additional shares in 185 stocks.Steelpeak Wealth, LLC sold shares of 204 stocks and completely divested from 69 stocks this quarter.Largest Holdings Apple $165,532,358NVIDIA $108,365,380Amazon.com $86,069,348Invesco QQQ $73,238,175Microsoft $69,980,894 Largest New Holdings this Quarter 316092808 - Fidelity MSCI Information Technology Index ETF $14,173,096 Holding09290C806 - BlackRock Future U.S. Themes ETF $13,471,554 Holding92532F100 - Vertex Pharmaceuticals $10,058,849 Holding46435G672 - iShares Core International Aggregate Bond ETF $9,941,604 Holding126650100 - CVS Health $8,571,660 Holding Largest Purchases this Quarter Amgen 112,669 shares (about $31.46M)Fidelity MSCI Information Technology Index ETF 71,864 shares (about $14.17M)BlackRock Future U.S. Themes ETF 378,627 shares (about $13.47M)LINDE PLC 28,530 shares (about $13.39M)PepsiCo 100,010 shares (about $13.21M) Largest Sales this Quarter Vanguard Information Technology ETF 69,675 shares (about $46.21M)iShares Core S&P 500 ETF 59,177 shares (about $36.74M)SPDR Portfolio S&P 500 Value ETF 397,108 shares (about $20.78M)PALANTIR TECHNOLOGIES INC 120,951 shares (about $16.49M)Microsoft 30,003 shares (about $14.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSteelpeak Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$165,532,358$7,340,981 ▼-4.2%806,8066.4%Computer and TechnologyNVDANVIDIA$108,365,380$14,565,047 ▼-11.8%685,8584.2%Computer and TechnologyAMZNAmazon.com$86,069,348$3,012,884 ▼-3.4%392,3123.3%Retail/WholesaleQQQInvesco QQQ$73,238,175$12,494,143 ▲20.6%132,6762.8%FinanceMSFTMicrosoft$69,980,894$14,923,746 ▼-17.6%140,6912.7%Computer and TechnologyMETAMeta Platforms$68,478,477$2,589,218 ▼-3.6%92,7782.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$60,924,689$9,362,496 ▼-13.3%98,3322.4%FinanceIUSBiShares Core Total USD Bond Market ETF$55,492,137$6,290,794 ▼-10.2%1,200,3492.1%ManufacturingGOOGLAlphabet$54,162,208$12,057,488 ▼-18.2%307,3382.1%Computer and TechnologyTSLATesla$41,775,958$13,703,488 ▼-24.7%131,5121.6%Auto/Tires/TrucksAMGNAmgen$40,008,430$31,458,210 ▲367.9%143,2921.5%MedicalAMDAdvanced Micro Devices$38,692,354$1,281,501 ▲3.4%272,6731.5%Computer and TechnologyAVGOBroadcom$37,372,134$13,875,416 ▼-27.1%135,5781.4%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$36,044,584$1,496,929 ▲4.3%197,1591.4%ETFNFLXNetflix$35,882,877$7,004,901 ▼-16.3%26,7961.4%Consumer DiscretionaryIVViShares Core S&P 500 ETF$35,881,046$36,742,852 ▼-50.6%57,7891.4%ETFPALANTIR TECHNOLOGIES INC$35,570,796$16,488,041 ▼-31.7%260,9361.4%CL ACSCOCisco Systems$33,499,098$12,271,936 ▼-26.8%482,8351.3%Computer and TechnologyEFViShares MSCI EAFE Value ETF$32,909,065$11,474,143 ▲53.5%518,4161.3%ETFIVWiShares S&P 500 Growth ETF$32,240,748$2,954,428 ▼-8.4%292,8311.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$30,810,097$684,671 ▲2.3%565,7381.2%ETFQCOMQUALCOMM$28,583,876$5,771,593 ▲25.3%179,4791.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$27,700,763$3,712,586 ▲15.5%141,7501.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$27,450,644$4,316,406 ▲18.7%62,1271.1%FinanceVZVerizon Communications$25,506,021$8,556,859 ▲50.5%589,4621.0%Computer and TechnologyTMUST-Mobile US$24,383,931$2,112,883 ▲9.5%102,3420.9%Computer and TechnologyTXNTexas Instruments$23,878,032$12,951,167 ▲118.5%115,0080.9%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$22,588,038$10,187,095 ▲82.1%376,2790.9%ETFLINDE PLC$21,420,642$13,385,849 ▲166.6%45,6550.8%SHSCVXChevron$20,583,241$755,612 ▲3.8%143,7480.8%EnergyIWMiShares Russell 2000 ETF$20,202,181$420,573 ▼-2.0%93,6200.8%FinanceJPMJPMorgan Chase & Co.$19,035,618$1,440,283 ▼-7.0%65,6600.7%FinanceCMCSAComcast$17,899,815$5,745,517 ▲47.3%501,5360.7%Consumer DiscretionaryISRGIntuitive Surgical$17,731,089$1,242,247 ▲7.5%32,6290.7%MedicalCOSTCostco Wholesale$17,220,377$9,268,018 ▲116.5%17,3950.7%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$16,811,975$20,784,633 ▼-55.3%321,2070.6%ETFJNJJohnson & Johnson$16,468,859$1,473,882 ▲9.8%107,8160.6%MedicalTLHiShares 10-20 Year Treasury Bond ETF$15,458,122$4,779,260 ▲44.8%152,1470.6%ETFMBBiShares MBS ETF$15,329,557$171,350 ▲1.1%163,2710.6%ETFGOOGAlphabet$15,299,961$3,816,209 ▼-20.0%86,2500.6%Computer and TechnologyPEPPepsiCo$14,487,135$13,205,293 ▲1,030.2%109,7180.6%Consumer StaplesFTECFidelity MSCI Information Technology Index ETF$14,173,096$14,173,096 ▲New Holding71,8640.5%ETFINTUIntuit$14,134,031$9,176,684 ▼-39.4%17,9450.5%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$13,973,248$108,528 ▼-0.8%124,7610.5%ETFBTHMBlackRock Future U.S. Themes ETF$13,471,554$13,471,554 ▲New Holding378,6270.5%ETFAMEHApollo Medical$13,389,819$746,400 ▼-5.3%538,1760.5%MedicalIBMInternational Business Machines$13,375,532$1,679,053 ▲14.4%45,3750.5%Computer and TechnologyOEFiShares S&P 100 ETF$13,241,015$4,889,674 ▲58.5%43,5060.5%ETFMRVLMarvell Technology$13,056,106$569,198 ▼-4.2%168,6840.5%Computer and TechnologyBINCiShares Flexible Income Active ETF$12,967,923$600,790 ▲4.9%245,4190.5%ETFHONHoneywell International$11,729,347$9,369,551 ▼-44.4%50,3660.5%Multi-Sector ConglomeratesRIORio Tinto$11,722,581$4,141 ▲0.0%200,9700.5%Basic MaterialsEFAiShares MSCI EAFE ETF$11,576,085$1,062,757 ▲10.1%129,5010.4%FinancePGProcter & Gamble$11,570,465$627,403 ▼-5.1%72,6240.4%Consumer StaplesKOCocaCola$11,036,391$4,150,572 ▲60.3%154,8950.4%Consumer StaplesGILDGilead Sciences$11,024,619$3,298,283 ▼-23.0%99,4370.4%MedicalTAT&T$10,680,611$1,340,904 ▼-11.2%369,0610.4%Computer and TechnologyIYWiShares U.S. Technology ETF$10,517,168$1,708,793 ▼-14.0%60,6980.4%ManufacturingGSThe Goldman Sachs Group$10,362,886$92,715 ▼-0.9%14,6420.4%FinanceXLPConsumer Staples Select Sector SPDR Fund$10,335,198$3,081,564 ▲42.5%127,6420.4%ETFHDHome Depot$10,289,706$2,487,641 ▲31.9%28,0650.4%Retail/WholesaleMOAltria Group$10,225,696$7,294,212 ▲248.8%171,4710.4%Consumer StaplesADPAutomatic Data Processing$10,135,316$1,315,341 ▼-11.5%32,7020.4%Computer and TechnologyTFLRT. Rowe Price Floating Rate ETF$10,134,570$13,680 ▲0.1%197,0560.4%ETFEEMiShares MSCI Emerging Markets ETF$10,114,690$2,658,559 ▲35.7%209,6740.4%FinanceVRTXVertex Pharmaceuticals$10,058,849$10,058,849 ▲New Holding22,5940.4%MedicalIAGGiShares Core International Aggregate Bond ETF$9,941,604$9,941,604 ▲New Holding194,5900.4%ETFADBEAdobe$9,685,154$1,250,396 ▲14.8%25,0340.4%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$9,546,774$107,183 ▲1.1%39,7250.4%ETFISDPGIM High Yield Bond Fund$9,326,110$555,662 ▼-5.6%658,1590.4%Financial ServicesINTCIntel$9,257,177$252,470 ▼-2.7%413,2670.4%Computer and TechnologyABBVAbbVie$9,113,660$4,926,032 ▲117.6%49,0980.4%MedicalXLKTechnology Select Sector SPDR Fund$8,842,569$5,529,296 ▼-38.5%34,9190.3%ETFMRKMerck & Co., Inc.$8,658,982$1,606,765 ▲22.8%108,3420.3%MedicalCVSCVS Health$8,571,660$8,571,660 ▲New Holding124,2630.3%MedicalXOMExxon Mobil$7,934,416$3,760,286 ▲90.1%73,6030.3%EnergyCRWDCrowdStrike$7,764,431$1,593,631 ▼-17.0%15,2450.3%Computer and TechnologyAEPAmerican Electric Power$7,722,027$7,722,027 ▲New Holding74,4220.3%UtilitiesMCDMcDonald's$7,351,913$1,107,330 ▼-13.1%25,1630.3%Retail/WholesaleNKENIKE$7,266,911$5,433,450 ▲296.3%101,7310.3%Consumer DiscretionaryVVisa$7,140,348$1,558,301 ▼-17.9%20,1110.3%Business ServicesTRVTravelers Companies$6,928,484$383,652 ▲5.9%25,8970.3%FinanceASMLASML$6,789,377$1,668,494 ▲32.6%8,4720.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$6,669,173$222,115 ▼-3.2%81,6700.3%ETFMMM3M$6,336,555$2,713,231 ▼-30.0%41,6220.2%Multi-Sector ConglomeratesPFEPfizer$6,235,881$877,366 ▲16.4%257,2560.2%MedicalTFLOiShares Treasury Floating Rate Bond ETF$6,209,741$756,103 ▲13.9%122,6010.2%ETFAMATApplied Materials$6,135,225$675,711 ▼-9.9%33,5130.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$5,987,212$213,513 ▼-3.4%114,3250.2%ETFEBAYeBay$5,982,089$4,709,871 ▲370.2%80,3400.2%Retail/WholesalePMPhilip Morris International$5,967,917$6,094,511 ▼-50.5%32,5280.2%Consumer StaplesUBERUber Technologies$5,413,173$54,207 ▲1.0%58,0190.2%Computer and TechnologySHOPShopify$5,410,492$69,441 ▲1.3%46,9050.2%Computer and TechnologyBXBlackstone$5,296,001$62,823 ▲1.2%35,4060.2%FinanceHDViShares Core High Dividend ETF$5,286,594$5,286,594 ▲New Holding45,1190.2%ETFKMIKinder Morgan$5,182,603$5,404,426 ▼-51.0%176,2790.2%EnergySCHVSchwab U.S. Large-Cap Value ETF$5,049,665$5,049,665 ▲New Holding182,4960.2%ETFBLACKROCK ETF TRUST$5,010,017$5,010,017 ▲New Holding173,6570.2%ISHARES A I INNOEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,008,168$67,242 ▲1.4%54,0720.2%ETFIAUiShares Gold Trust$4,796,170$2,227,499 ▼-31.7%76,9110.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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