Steelpeak Wealth, LLC Top Holdings and 13F Report (2025) About Steelpeak Wealth, LLCInvestment ActivitySteelpeak Wealth, LLC has $3.00 billion in total holdings as of September 30, 2025.Steelpeak Wealth, LLC owns shares of 537 different stocks, but just 94 companies or ETFs make up 80% of its holdings.Approximately 19.38% of the portfolio was purchased this quarter.About 13.02% of the portfolio was sold this quarter.This quarter, Steelpeak Wealth, LLC has purchased 505 new stocks and bought additional shares in 221 stocks.Steelpeak Wealth, LLC sold shares of 171 stocks and completely divested from 72 stocks this quarter.Largest Holdings Apple $222,733,335NVIDIA $152,248,866Amazon.com $97,058,521Microsoft $83,914,161Invesco QQQ $81,949,471 Largest New Holdings this Quarter 389930207 - GRAYSCALE BITCOIN MINI TR ET $30,477,387 HoldingG2519Y108 - Credicorp $9,586,080 Holding464288760 - iShares U.S. Aerospace & Defense ETF $7,017,325 Holding172967424 - Citigroup $4,835,156 Holding693475105 - The PNC Financial Services Group $4,177,856 Holding Largest Purchases this Quarter GRAYSCALE BITCOIN MINI TR ET 601,963 shares (about $30.48M)iShares Expanded Tech Sector ETF 201,788 shares (about $25.42M)NVIDIA 130,098 shares (about $24.27M)Apple 67,927 shares (about $17.30M)Micron Technology 98,581 shares (about $16.49M) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 290,878 shares (about $16.09M)Fidelity MSCI Information Technology Index ETF 68,970 shares (about $15.33M)Amgen 52,953 shares (about $14.94M)PepsiCo 102,326 shares (about $14.37M)iShares MSCI EAFE Growth ETF 109,064 shares (about $12.42M) 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$222,733,335$17,296,258 ▲8.4%874,7337.4%Computer and TechnologyNVDANVIDIA$152,248,866$24,274,928 ▲19.0%815,9565.1%Computer and TechnologyAMZNAmazon.com$97,058,521$10,918,559 ▲12.7%442,0393.2%Retail/WholesaleMSFTMicrosoft$83,914,161$11,043,218 ▲15.2%162,0122.8%Computer and TechnologyQQQInvesco QQQ$81,949,471$2,235,051 ▲2.8%136,3962.7%FinanceSPYSPDR S&P 500 ETF Trust$79,830,751$14,269,993 ▲21.8%119,7352.7%FinanceMETAMeta Platforms$76,349,858$8,215,514 ▲12.1%103,9652.5%Computer and TechnologyGOOGLAlphabet$75,582,340$868,355 ▲1.2%310,9102.5%Computer and TechnologyAVGOBroadcom$59,236,731$14,508,140 ▲32.4%179,5542.0%Computer and TechnologyTSLATesla$58,129,683$356,220 ▼-0.6%130,7111.9%Auto/Tires/TrucksAMDAdvanced Micro Devices$54,373,898$10,258,133 ▲23.3%336,0771.8%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$50,123,810$5,944,503 ▼-10.6%1,073,0851.7%ManufacturingIVViShares Core S&P 500 ETF$45,237,410$6,559,153 ▲17.0%67,5891.5%ETFPALANTIR TECHNOLOGIES INC$44,438,789$3,161,156 ▼-6.6%243,6071.5%CL ADYNFiShares U.S. Equity Factor Rotation Active ETF$39,716,161$6,224,467 ▲18.6%670,8811.3%ETFNFLXNetflix$35,386,919$3,261,025 ▲10.2%29,5161.2%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$34,214,859$1,135,735 ▼-3.2%283,4231.1%ETFQUALiShares MSCI USA Quality Factor ETF$32,929,587$5,417,791 ▼-14.1%169,3041.1%ETFCSCOCisco Systems$31,855,812$1,179,766 ▼-3.6%465,5921.1%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$30,477,387$30,477,387 ▲New Holding601,9631.0%SHS NEWIVEiShares S&P 500 Value ETF$30,064,133$791,346 ▲2.7%145,5821.0%ETFEFViShares MSCI EAFE Value ETF$28,575,856$6,588,334 ▼-18.7%421,2861.0%ETFOEFiShares S&P 100 ETF$27,812,489$13,331,928 ▲92.1%83,5610.9%ETFINTUIntuit$27,457,831$15,202,980 ▲124.1%40,2070.9%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$27,130,604$1,726,493 ▼-6.0%58,4100.9%FinanceIEMGiShares Core MSCI Emerging Markets ETF$26,612,244$1,807,923 ▲7.3%403,7050.9%ETFIGMiShares Expanded Tech Sector ETF$25,777,951$25,415,215 ▲7,006.5%204,6680.9%ETFQCOMQUALCOMM$25,751,058$4,107,100 ▼-13.8%154,7910.9%Computer and TechnologyAMGNAmgen$25,493,527$14,943,255 ▼-37.0%90,3390.8%MedicalTXNTexas Instruments$25,241,538$4,111,139 ▲19.5%137,3840.8%Computer and TechnologyJPMJPMorgan Chase & Co.$24,395,900$3,684,840 ▲17.8%77,3420.8%FinanceIWMiShares Russell 2000 ETF$20,788,271$1,864,063 ▼-8.2%85,9160.7%FinanceGOOGAlphabet$19,636,493$1,369,727 ▼-6.5%80,6260.7%Computer and TechnologyVZVerizon Communications$19,096,991$6,809,881 ▼-26.3%434,5160.6%Computer and TechnologyISRGIntuitive Surgical$18,780,665$4,187,892 ▲28.7%41,9930.6%MedicalTLHiShares 10-20 Year Treasury Bond ETF$17,997,588$2,327,984 ▲14.9%174,7510.6%ETFMUMicron Technology$17,150,476$16,494,581 ▲2,514.8%102,5010.6%Computer and TechnologyBINCiShares Flexible Income Active ETF$16,672,706$3,606,587 ▲27.6%313,1610.6%ETFAMEHApollo Medical$16,441,214$1,183,924 ▲7.8%579,9370.5%MedicalMBBiShares MBS ETF$16,101,849$566,618 ▲3.6%169,2260.5%ETFBLACKROCK ETF TRUST$15,407,302$9,475,173 ▲159.7%451,0330.5%ISHARES A I INNOBTHMBlackRock Future U.S. Themes ETF$14,783,696$448,868 ▲3.1%390,4830.5%ETFMRVLMarvell Technology$14,363,993$182,768 ▲1.3%170,8580.5%Computer and TechnologyJNJJohnson & Johnson$14,325,684$5,665,488 ▼-28.3%77,2610.5%MedicalVTIVanguard Total Stock Market ETF$14,139,291$10,748,520 ▲317.0%42,9670.5%ETFTMUST-Mobile US$13,431,033$11,067,412 ▼-45.2%56,1080.4%Computer and TechnologyAMATApplied Materials$13,258,496$6,397,074 ▲93.2%64,7580.4%Computer and TechnologyRIORio Tinto$13,108,200$157,830 ▼-1.2%198,5790.4%Basic MaterialsINTCIntel$12,969,165$895,953 ▼-6.5%386,5620.4%Computer and TechnologyCVXChevron$12,893,404$9,429,198 ▼-42.2%83,0280.4%EnergyHDHome Depot$12,877,737$1,506,090 ▲13.2%31,7820.4%Retail/WholesaleEFAiShares MSCI EAFE ETF$12,785,703$694,205 ▲5.7%136,9360.4%FinanceLINDE PLC$12,465,749$9,220,113 ▼-42.5%26,2440.4%SHSMRKMerck & Co., Inc.$12,418,868$3,246,378 ▲35.4%146,6870.4%MedicalMTUMiShares MSCI USA Momentum Factor ETF$12,140,439$1,952,882 ▲19.2%47,3400.4%ETFBKNGBooking$11,921,734$9,945,577 ▲503.3%2,2080.4%Retail/WholesaleTAT&T$11,861,647$1,439,365 ▲13.8%420,0300.4%Computer and TechnologyPGProcter & Gamble$11,793,599$634,884 ▲5.7%76,7560.4%Consumer StaplesCOSTCostco Wholesale$11,699,613$4,401,239 ▼-27.3%12,6400.4%Retail/WholesaleHONHoneywell International$11,677,753$1,075,660 ▲10.1%55,4760.4%Multi-Sector ConglomeratesKOCocaCola$11,624,161$1,276,617 ▲12.3%174,0050.4%Consumer StaplesUNHUnitedHealth Group$11,447,126$7,969,929 ▲229.2%33,1510.4%MedicalEEMiShares MSCI Emerging Markets ETF$11,235,858$39,249 ▲0.4%210,4090.4%FinanceVOOVanguard S&P 500 ETF$11,071,138$7,283,934 ▲192.3%18,0280.4%ETFTFLRT. Rowe Price Floating Rate ETF$10,493,664$354,164 ▲3.5%203,9390.3%ETFMOAltria Group$10,467,216$1,039,025 ▼-9.0%155,9870.3%Consumer StaplesISDPGIM High Yield Bond Fund$10,309,903$845,573 ▲8.9%716,9610.3%Financial ServicesIAGGiShares Core International Aggregate Bond ETF$10,252,199$283,353 ▲2.8%200,1210.3%ETFADBEAdobe$10,249,152$1,418,408 ▲16.1%29,0550.3%Computer and TechnologyGSThe Goldman Sachs Group$10,206,968$1,453,360 ▼-12.5%12,8170.3%FinanceCATCaterpillar$10,197,922$4,780,470 ▲88.2%21,3730.3%IndustrialsVVisa$9,957,140$3,091,571 ▲45.0%29,1670.3%Business ServicesXLKTechnology Select Sector SPDR Fund$9,755,753$86,531 ▼-0.9%34,6120.3%ETFBAPCredicorp$9,586,080$9,586,080 ▲New Holding36,0000.3%FinanceCVSCVS Health$9,257,580$110,597 ▼-1.2%122,7960.3%MedicalVUGVanguard Growth ETF$9,061,774$7,407,282 ▲447.7%18,8740.3%ETFIAUiShares Gold Trust$9,034,905$3,438,091 ▲61.4%124,1570.3%FinanceIBMInternational Business Machines$8,986,383$3,816,441 ▼-29.8%31,8490.3%Computer and TechnologyMCDMcDonald's$8,778,885$1,132,005 ▲14.8%28,8880.3%Retail/WholesaleKMIKinder Morgan$8,743,289$3,752,830 ▲75.2%308,8410.3%EnergyTFCTruist Financial$8,728,769$3,896,258 ▲80.6%190,9180.3%FinanceUSBU.S. Bancorp$8,622,042$7,616,951 ▲757.8%176,5000.3%FinanceMSMorgan Stanley$8,444,189$4,523,088 ▲115.4%53,1210.3%FinanceCMCSAComcast$8,237,790$7,520,471 ▼-47.7%262,1830.3%Consumer DiscretionaryCRWDCrowdStrike$7,681,803$205,960 ▲2.8%15,6650.3%Computer and TechnologyAXPAmerican Express$7,378,907$6,361,837 ▲625.5%22,2150.2%FinanceITAiShares U.S. Aerospace & Defense ETF$7,017,325$7,017,325 ▲New Holding33,5340.2%ETFSHOPIFY INC$6,777,508$193,044 ▼-2.8%45,6060.2%CL A SUB VTG SHSNKENIKE$6,688,449$443,265 ▼-6.2%95,4080.2%Consumer DiscretionaryXLFFinancial Select Sector SPDR Fund$6,550,817$392,120 ▲6.4%121,6040.2%ETFPFEPfizer$6,358,054$196,833 ▼-3.0%249,5310.2%MedicalTFLOiShares Treasury Floating Rate Bond ETF$6,267,393$65,008 ▲1.0%123,8860.2%ETFUBERUber Technologies$6,220,508$536,386 ▲9.4%63,4940.2%Computer and TechnologyBXBlackstone$6,094,877$45,788 ▲0.8%35,6740.2%FinanceABBVAbbVie$5,976,915$5,391,125 ▼-47.4%25,8140.2%MedicalBABoeing$5,689,317$1,906,439 ▲50.4%26,3600.2%AerospacePMPhilip Morris International$5,565,893$289,851 ▲5.5%34,3150.2%Consumer StaplesVRTVertiv$5,346,952$3,772 ▼-0.1%35,4430.2%Computer and TechnologyHOODRobinhood Markets$5,236,236$559,118 ▲12.0%36,5710.2%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,194,442$47,310 ▲0.9%54,5690.2%ETFShowing 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. Export data to Excel for personal analysis. 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