Steelpeak Wealth, LLC Top Holdings and 13F Report (2026)

About Steelpeak Wealth, LLC

Investment Activity

Steelpeak Wealth, LLC has $3.86 billion in total holdings as of June 30, 2026.
Steelpeak Wealth, LLC owns shares of 596 different stocks, but just 94 companies or ETFs make up 80% of its holdings.
Approximately 16.03% of the portfolio was purchased this quarter.
About 18.81% of the portfolio was sold this quarter.
This quarter, Steelpeak Wealth, LLC has purchased 527 new stocks and bought additional shares in 248 stocks.
Steelpeak Wealth, LLC sold shares of 197 stocks and completely divested from 59 stocks this quarter.

Largest Holdings

Apple: $277,574,601
NVIDIA: $192,579,248
Amazon.com: $118,054,749
iShares Core S&P 500 ETF: $112,342,696
Tesla: $107,882,219

Largest New Holdings this Quarter

032654105 - Analog Devices: $14,959,295 Holding
75886F107 - Regeneron Pharmaceuticals: $13,679,816 Holding
438516205 - HONEYWELL INTL INC: $13,451,922 Holding
43849R105 - HONEYWELL AEROSPACE INC: $13,265,243 Holding
722304102 - PDD: $13,006,046 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 53,916 shares (about $40.38M)
Netflix: 354,471 shares (about $25.31M)
KLA: 68,072 shares (about $20.54M)
Amgen: 52,944 shares (about $19.17M)
T-Mobile US: 112,954 shares (about $18.95M)

Largest Sales this Quarter

Advanced Micro Devices: 102,153 shares (about $59.34M)
Micron Technology: 43,307 shares (about $49.99M)
Cisco Systems: 394,707 shares (about $46.36M)
Tesla: 59,646 shares (about $25.09M)
Intel: 150,166 shares (about $20.97M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$277,574,601	$16,722,400 â–¼	-5.7%	959,271	7.2%	Computer and Technology
NVDA NVIDIA	$192,579,248	$6,228,002 â–²	3.3%	962,463	5.0%	Computer and Technology
AMZN Amazon.com	$118,054,749	$10,435,712 â–¼	-8.1%	495,321	3.1%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$112,342,696	$40,377,228 â–²	56.1%	150,012	2.9%	ETF
TSLA Tesla	$107,882,219	$25,087,108 â–¼	-18.9%	256,496	2.8%	Auto/Tires/Trucks
GOOGL Alphabet	$107,013,020	$11,911,500 â–¼	-10.0%	299,446	2.8%	Computer and Technology
QQQ Invesco QQQ	$105,848,535	$2,221,104 â–¼	-2.1%	143,587	2.7%	Finance
SPY SPDR S&P 500 ETF Trust	$96,627,948	$15,884,949 â–¼	-14.1%	129,081	2.5%	Finance
INTC Intel	$80,993,464	$20,967,670 â–¼	-20.6%	580,058	2.1%	Computer and Technology
AMD Advanced Micro Devices	$78,822,834	$59,341,501 â–¼	-42.9%	135,689	2.0%	Computer and Technology
MSFT Microsoft	$74,433,948	$1,257,078 â–²	1.7%	199,544	1.9%	Computer and Technology
META Meta Platforms	$69,117,808	$6,192,235 â–²	9.8%	122,704	1.8%	Computer and Technology
AMGN Amgen	$68,364,816	$19,172,132 â–²	39.0%	188,790	1.8%	Medical
IUSB iShares Core Total USD Bond Market ETF	$63,541,233	$13,193,459 â–²	26.2%	1,376,841	1.6%	Manufacturing
MU Micron Technology	$62,716,258	$49,989,012 â–¼	-44.4%	54,333	1.6%	Computer and Technology
AVGO Broadcom	$61,624,834	$14,590,932 â–²	31.0%	163,137	1.6%	Computer and Technology
AMAT Applied Materials	$61,482,727	$11,426,339 â–¼	-15.7%	85,038	1.6%	Computer and Technology
LAM RESEARCH CORP	$60,460,656	$2,461,720 â–¼	-3.9%	139,429	1.6%	COM NEW
NFLX Netflix	$52,778,712	$25,309,217 â–²	92.1%	739,198	1.4%	Consumer Discretionary
IVW iShares S&P 500 Growth ETF	$35,427,651	$1,109,731 â–¼	-3.0%	257,599	0.9%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$34,533,783	$290,607 â–²	0.8%	507,775	0.9%	ETF
GOOG Alphabet	$33,991,370	$260,757 â–¼	-0.8%	96,203	0.9%	Computer and Technology
MRVL Marvell Technology	$32,631,678	$14,296,597 â–¼	-30.5%	109,543	0.8%	Computer and Technology
TXN Texas Instruments	$32,120,547	$10,023,177 â–²	45.4%	107,762	0.8%	Computer and Technology
IVE iShares S&P 500 Value ETF	$29,894,390	$7,765,879 â–¼	-20.6%	131,659	0.8%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$29,097,176	$4,642,632 â–¼	-13.8%	55,598	0.8%	Finance
IWM iShares Russell 2000 ETF	$29,071,288	$615,022 â–¼	-2.1%	96,759	0.8%	Finance
TMUS T-Mobile US	$28,827,894	$18,945,755 â–²	191.7%	171,871	0.7%	Computer and Technology
COST Costco Wholesale	$28,040,738	$13,597,068 â–²	94.1%	29,975	0.7%	Retail/Wholesale
MTUM iShares MSCI USA Momentum Factor ETF	$24,411,973	$2,151,951 â–¼	-8.1%	71,207	0.6%	ETF
GOVT iShares U.S. Treasury Bond ETF	$23,928,765	$1,189,594 â–²	5.2%	1,050,429	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$23,797,704	$10,993,452 â–¼	-31.6%	287,273	0.6%	ETF
JNJ Johnson & Johnson	$23,517,800	$3,364,584 â–²	16.7%	92,601	0.6%	Medical
QCOM Qualcomm	$22,954,901	$1,598,428 â–²	7.5%	124,222	0.6%	Computer and Technology
MRK Merck & Co., Inc.	$22,650,829	$4,508,775 â–²	24.9%	175,147	0.6%	Medical
KLAC KLA	$22,515,488	$20,538,074 â–²	1,038.6%	74,626	0.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$22,368,454	$5,371,848 â–²	31.6%	60,449	0.6%	ETF
ASTRANA HEALTH INC	$21,577,727	$4,408,950 â–¼	-17.0%	464,937	0.6%	COM NEW
XLK Technology Select Sector SPDR Fund	$20,626,637	$5,080,404 â–¼	-19.8%	108,265	0.5%	ETF
CVX Chevron	$19,927,550	$593,920 â–²	3.1%	120,219	0.5%	Energy
MBB iShares MBS ETF	$19,597,195	$1,586,044 â–²	8.8%	207,334	0.5%	ETF
RIO Rio Tinto	$18,154,115	$3,987 â–²	0.0%	191,237	0.5%	Basic Materials
EFG iShares MSCI EAFE Growth ETF	$18,048,790	$976,575 â–²	5.7%	145,063	0.5%	ETF
VZ Verizon Communications	$17,973,786	$691,242 â–¼	-3.7%	424,511	0.5%	Computer and Technology
BLACKROCK ETF TRUST	$17,682,324	$4,543,511 â–¼	-20.4%	335,401	0.5%	ISHA I IN TE ETF
EFA iShares MSCI EAFE ETF	$17,523,763	$1,982,866 â–¼	-10.2%	168,692	0.5%	Finance
ISRG Intuitive Surgical	$15,581,223	$6,651,647 â–¼	-29.9%	39,180	0.4%	Medical
BKNG Booking	$15,347,663	$15,336,256 â–²	134,442.2%	86,107	0.4%	Retail/Wholesale
GRAYSCALE BITCOIN MINI TR ET	$15,201,416	$356,423 â–¼	-2.3%	585,796	0.4%	SHS NEW
ADI Analog Devices	$14,959,295	$14,959,295 â–²	New Holding	37,665	0.4%	Computer and Technology
CAT Caterpillar	$14,695,481	$10,758,583 â–¼	-42.3%	13,800	0.4%	Industrials
EEM iShares MSCI Emerging Markets ETF	$14,498,269	$3,917,978 â–¼	-21.3%	211,932	0.4%	Finance
JPM JPMorgan Chase & Co.	$14,376,551	$8,728,188 â–¼	-37.8%	43,921	0.4%	Finance
TRV Travelers Companies	$14,269,834	$12,866,157 â–²	916.6%	43,226	0.4%	Finance
BRK.B Berkshire Hathaway	$14,229,091	$382,298 â–¼	-2.6%	28,436	0.4%	Finance
CSCO Cisco Systems	$13,793,339	$46,362,322 â–¼	-77.1%	117,430	0.4%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$13,762,268	$2,365,846 â–¼	-14.7%	137,143	0.4%	ETF
PG Procter & Gamble	$13,722,782	$3,879,819 â–²	39.4%	93,581	0.4%	Consumer Staples
SOXX iShares Semiconductor ETF	$13,689,197	$1,245,637 â–²	10.0%	21,364	0.4%	ETF
REGN Regeneron Pharmaceuticals	$13,679,816	$13,679,816 â–²	New Holding	21,939	0.4%	Medical
HONEYWELL INTL INC	$13,451,922	$13,451,922 â–²	New Holding	60,080	0.3%	COM
UNH UnitedHealth Group	$13,425,472	$8,702,180 â–¼	-39.3%	32,301	0.3%	Medical
INTU Intuit	$13,421,141	$10,396,934 â–²	343.8%	51,422	0.3%	Computer and Technology
HONEYWELL AEROSPACE INC	$13,265,243	$13,265,243 â–²	New Holding	60,002	0.3%	COM
BLACKROCK ETF TRUST	$13,243,963	$1,626,193 â–²	14.0%	262,934	0.3%	ISHA LA CORE ETF
PDD PDD	$13,006,046	$13,006,046 â–²	New Holding	170,504	0.3%	Retail/Wholesale
GS The Goldman Sachs Group	$12,569,261	$3,609,567 â–¼	-22.3%	12,428	0.3%	Finance
HD Home Depot	$12,518,887	$221,839 â–²	1.8%	35,496	0.3%	Retail/Wholesale
BLACKROCK ETF TRUST	$12,192,668	$12,192,668 â–²	New Holding	333,133	0.3%	ISHA IN CTRY ETF
VOO Vanguard S&P 500 ETF	$12,149,663	$3,350,258 â–²	38.1%	17,690	0.3%	ETF
BINC iShares Flexible Income Active ETF	$12,060,722	$3,946,389 â–¼	-24.7%	230,430	0.3%	ETF
BLACKROCK ETF TRUST	$11,984,680	$1,959,046 â–²	19.5%	377,114	0.3%	ISHARES DEFENSE
PALANTIR TECHNOLOGIES INC	$11,792,778	$10,366,603 â–¼	-46.8%	101,078	0.3%	CL A
V Visa	$11,791,542	$893,397 â–²	8.2%	34,369	0.3%	Business Services
KO CocaCola	$11,716,810	$3,228,423 â–¼	-21.6%	143,425	0.3%	Consumer Staples
XLY Consumer Discretionary Select Sector SPDR Fund	$11,611,615	$11,361,692 â–²	4,546.1%	99,008	0.3%	Finance
NIAGEN BIOSCIENCE INC	$11,165,412	$405,542 â–²	3.8%	3,500,129	0.3%	COM NEW
BLACKROCK ETF TRUST	$10,929,947	$10,929,947 â–²	New Holding	389,659	0.3%	ISHA SYST AL ETF
ISD PGIM High Yield Bond Fund	$10,503,084	$123,182 â–²	1.2%	804,218	0.3%	Financial Services
MA Mastercard	$10,227,418	$3,035,406 â–²	42.2%	19,913	0.3%	Business Services
MPC Marathon Petroleum	$9,907,213	$4,726,060 â–²	91.2%	38,750	0.3%	Energy
C Citigroup	$9,741,758	$1,619,474 â–¼	-14.3%	69,604	0.3%	Financial Services
EFV iShares MSCI EAFE Value ETF	$9,668,943	$15,406,818 â–¼	-61.4%	126,309	0.3%	ETF
BTHM BlackRock Future U.S. Themes ETF	$9,659,175	$6,012,934 â–¼	-38.4%	224,059	0.3%	ETF
ABBV AbbVie	$9,312,956	$93,610 â–²	1.0%	37,009	0.2%	Medical
EBAY eBay	$9,216,917	$4,638,408 â–²	101.3%	82,478	0.2%	Retail/Wholesale
BLACKROCK ETF TRUST II	$9,015,439	$9,015,439 â–²	New Holding	179,269	0.2%	ISHA GLO USD ETF
QUAL iShares MSCI USA Quality Factor ETF	$8,983,693	$13,372,736 â–¼	-59.8%	40,941	0.2%	ETF
TFLR T. Rowe Price Floating Rate ETF	$8,886,332	$823,549 â–¼	-8.5%	176,281	0.2%	ETF
MCD McDonald's	$8,768,453	$979,859 â–¼	-10.1%	32,439	0.2%	Retail/Wholesale
CRWD CrowdStrike	$8,573,878	$4,922,253 â–¼	-36.5%	11,235	0.2%	Computer and Technology
CF CF Industries	$8,551,868	$8,551,868 â–²	New Holding	78,994	0.2%	Basic Materials
IBM International Business Machines	$8,108,174	$1,499,983 â–¼	-15.6%	28,833	0.2%	Computer and Technology
UBER Uber Technologies	$8,061,258	$1,368,005 â–²	20.4%	111,714	0.2%	Computer and Technology
VRT Vertiv	$8,029,243	$1,652,321 â–²	25.9%	23,981	0.2%	Computer and Technology
NKE NIKE	$8,028,079	$7,287,591 â–²	984.2%	193,772	0.2%	Consumer Discretionary
KR Kroger	$7,938,446	$2,202,983 â–²	38.4%	142,958	0.2%	Retail/Wholesale
NEE NextEra Energy	$7,460,027	$417,523 â–²	5.9%	84,995	0.2%	Utilities
SOXL Direxion Daily Semiconductors Bull 3x Shares	$7,430,008	$1,360,488 â–²	22.4%	27,858	0.2%	ETF
WDC Western Digital	$7,421,940	$2,654,525 â–¼	-26.3%	11,620	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Steelpeak Wealth, LLC Top Holdings and 13F Report (2026)

About Steelpeak Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Steelpeak Wealth, LLC Top Holdings and 13F Report (2026)

About Steelpeak Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSteelpeak Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools