Steelpeak Wealth, LLC Top Holdings and 13F Report (2026) About Steelpeak Wealth, LLCInvestment ActivitySteelpeak Wealth, LLC has $4.07 billion in total holdings as of September 30, 2026.Steelpeak Wealth, LLC owns shares of 652 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 17.91% of the portfolio was purchased this quarter.About 13.14% of the portfolio was sold this quarter.This quarter, Steelpeak Wealth, LLC has purchased 596 new stocks and bought additional shares in 265 stocks.Steelpeak Wealth, LLC sold shares of 227 stocks and completely divested from 79 stocks this quarter.Largest Holdings NVIDIA $289,007,893Apple $283,389,988Amazon.com $143,548,594Alphabet $124,531,123Tesla $119,053,159 Largest New Holdings this Quarter 46429B663 - iShares Core High Dividend ETF $13,677,048 Holding808524409 - Schwab U.S. Large-Cap Value ETF $12,592,868 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $8,404,289 Holding088606108 - BHP Group $5,607,618 Holding086516101 - Best Buy $4,252,997 Holding Largest Purchases this Quarter NVIDIA 301,805 shares (about $68.99M)Cisco Systems 301,247 shares (about $32.42M)Palo Alto Networks 77,618 shares (about $30.84M)Tesla 79,045 shares (about $28.05M)Marvell Technology 103,991 shares (about $27.48M) Largest Sales this Quarter Apple 108,301 shares (about $36.07M)Amgen 68,233 shares (about $28.76M)T-Mobile US 167,948 shares (about $27.39M)Microsoft 32,442 shares (about $16.64M)Analog Devices 36,069 shares (about $14.30M) 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 PortfolioSectorNVDANVIDIA$289,007,893$68,991,723 ▲31.4%1,264,2687.1%TechnologyAAPLApple$283,389,988$36,066,394 ▼-11.3%850,9707.0%TechnologyAMZNAmazon.com$143,548,594$20,139,303 ▲16.3%576,1533.5%Consumer DiscretionaryGOOGLAlphabet$124,531,123$21,497,769 ▲20.9%361,9253.1%Communication ServicesTSLATesla$119,053,159$28,045,923 ▲30.8%335,5412.9%Consumer DiscretionaryQQQInvesco QQQ$113,027,802$6,702,924 ▲6.3%152,6392.8%ETFIVViShares Core S&P 500 ETF$108,178,283$6,708,060 ▼-5.8%141,2532.7%ETFSPYSPDR S&P 500 ETF Trust$102,435,346$3,752,930 ▲3.8%133,9902.5%ETFMETAMeta Platforms$85,926,220$3,055,896 ▼-3.4%118,4902.1%Communication ServicesMSFTMicrosoft$85,706,594$16,639,498 ▼-16.3%167,1022.1%TechnologyAMDAdvanced Micro Devices$82,044,080$964,742 ▼-1.2%134,1122.0%TechnologyMUMicron Technology$80,436,265$22,565,483 ▲39.0%75,5192.0%TechnologyINTCIntel$62,960,229$6,780,129 ▼-9.7%523,6651.5%TechnologyAVGOBroadcom$58,519,243$1,227,060 ▲2.1%166,6311.4%TechnologyIUSBiShares Core Total USD Bond Market ETF$56,929,532$3,775,382 ▼-6.2%1,291,2121.4%ETFMRVLMarvell Technology$56,417,797$27,475,452 ▲94.9%213,5341.4%TechnologyAMGNAmgen$50,815,795$28,760,787 ▼-36.1%120,5571.2%HealthcareCSCOCisco Systems$45,062,222$32,423,226 ▲256.5%418,6771.1%TechnologyAMATApplied Materials$42,927,790$558,938 ▼-1.3%83,9451.1%TechnologyGOOGAlphabet$39,782,559$7,002,232 ▲21.4%116,7531.0%Communication ServicesPANWPalo Alto Networks$39,283,383$30,838,526 ▲365.2%98,8731.0%TechnologyLAM RESEARCH CORP$38,103,152$7,746,444 ▼-16.9%115,8720.9%COM NEWNFLXNetflix$37,994,483$13,438,881 ▼-26.1%546,0550.9%Communication ServicesIVWiShares S&P 500 Growth ETF$34,961,246$1,684,785 ▼-4.6%245,7560.9%ETFPALANTIR TECHNOLOGIES INC$34,159,323$15,252,647 ▲80.7%182,6210.8%CL AIWMiShares Russell 2000 ETF$33,433,545$6,545,152 ▲24.3%120,3120.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$32,408,347$2,760,150 ▼-7.8%467,9230.8%ETFDIASPDR Dow Jones Industrial Average ETF Trust$32,336,299$3,997,182 ▲14.1%63,4400.8%ETFTXNTexas Instruments$27,714,647$2,468,435 ▼-8.2%98,9490.7%TechnologyIVEiShares S&P 500 Value ETF$27,428,795$2,626,365 ▼-8.7%120,1540.7%ETFQCOMQualcomm$26,647,304$3,785,514 ▲16.6%144,7910.7%TechnologyKLACKLA$26,189,169$11,642,360 ▲80.0%134,3520.6%TechnologyFTECFidelity MSCI Information Technology Index ETF$25,667,250$24,636,239 ▲2,389.5%85,5400.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$23,846,236$1,249,370 ▲5.5%75,1440.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$23,167,644$147,468 ▼-0.6%285,4560.6%ETFJPMJPMorgan Chase & Co.$22,916,456$8,386,159 ▲57.7%69,2700.6%FinanceSPACE EXPLORATION TECHN CORP$22,583,704$21,989,618 ▲3,701.4%149,7000.6%CLASS A COM STKGOVTiShares U.S. Treasury Bond ETF$20,981,851$1,991,022 ▼-8.7%959,3900.5%ETFVGTVanguard Information Technology ETF$19,964,115$17,401,194 ▲679.0%158,8610.5%ETFSANDISK CORP$18,261,886$15,801,681 ▲642.3%10,4960.4%COMRIORio Tinto$18,005,116$3,673 ▼0.0%191,1980.4%MaterialsIBMInternational Business Machines$17,427,095$11,085,831 ▲174.8%79,2390.4%TechnologyMSTRStrategy$17,374,950$16,810,048 ▲2,975.7%113,4950.4%TechnologyMBBiShares MBS ETF$17,284,910$1,296,353 ▼-7.0%192,8690.4%ETFEFAiShares MSCI EAFE ETF$17,114,669$410,782 ▼-2.3%164,7380.4%ETFUNHUnitedHealth Group$16,824,864$4,967,729 ▲41.9%45,8340.4%HealthcareBLACKROCK ETF TRUST$16,757,458$929,879 ▲5.9%355,1060.4%ISHA I IN TE ETFEFGiShares MSCI EAFE Growth ETF$16,649,640$733,239 ▼-4.2%138,9440.4%ETFPGProcter & Gamble$16,595,992$3,000,601 ▲22.1%114,2350.4%Consumer StaplesVTIVanguard Total Stock Market ETF$15,889,614$6,733,008 ▼-29.8%42,4580.4%ETFASTRANA HEALTH INC$15,478,073$1,059,737 ▼-6.4%435,1440.4%COM NEWKOCoca-Cola$15,374,298$2,953,391 ▲23.8%177,5280.4%Consumer StaplesHDHome Depot$15,306,469$5,208,177 ▲51.6%53,8030.4%Consumer DiscretionaryCOSTCostco Wholesale$15,170,172$12,117,748 ▼-44.4%16,6640.4%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$15,051,661$896,723 ▲6.3%225,3580.4%ETFCVXChevron$14,361,858$10,188,018 ▼-41.5%70,3290.4%EnergyBRK.BBerkshire Hathaway$14,224,441$64,734 ▲0.5%28,5660.3%FinanceHDViShares Core High Dividend ETF$13,677,048$13,677,048 ▲New Holding489,1650.3%ETFMPCMarathon Petroleum$13,374,291$1,948,234 ▼-12.7%33,8230.3%EnergyBLACKROCK ETF TRUST$12,997,704$124,456 ▲1.0%265,4760.3%ISHA LA CORE ETFSSGA ACTIVE TR$12,685,395$11,785,469 ▲1,309.6%444,0110.3%SST BRIDGEWATERSOXXiShares Semiconductor ETF$12,675,555$527,129 ▲4.3%22,2910.3%ETFMRKMerck & Co., Inc.$12,650,137$12,940,160 ▼-50.6%86,5810.3%HealthcareSCHVSchwab U.S. Large-Cap Value ETF$12,592,868$12,592,868 ▲New Holding378,0510.3%ETFISHARES BITCOIN TRUST ETF$12,549,124$9,889,657 ▲371.9%265,0850.3%SHS BEN INTBLACKROCK ETF TRUST$12,150,048$40,676 ▲0.3%334,2520.3%ISHA IN CTRY ETFMCDMcDonald's$12,118,699$4,627,303 ▲61.8%52,4760.3%Consumer DiscretionaryTLHiShares 10-20 Year Treasury Bond ETF$12,065,251$575,234 ▼-4.6%130,9020.3%ETFXLKTechnology Select Sector SPDR Fund$11,970,249$9,222,520 ▼-43.5%61,1510.3%ETFCATCaterpillar$11,867,774$678,645 ▲6.1%14,6370.3%IndustrialsBLACKROCK ETF TRUST$11,712,142$64,078 ▼-0.5%375,0620.3%ISHARES DEFENSEVVisa$11,671,269$678,408 ▼-5.5%32,4810.3%FinanceBINCiShares Flexible Income Active ETF$11,267,074$436,490 ▼-3.7%221,8360.3%ETFWFCWells Fargo & Company$11,236,761$4,370,643 ▲63.7%140,3720.3%FinanceCCitigroup$11,234,308$2,222,001 ▲24.7%86,7650.3%FinanceGSThe Goldman Sachs Group$11,127,822$62,126 ▼-0.6%12,3590.3%FinanceLLYEli Lilly and Company$11,039,441$5,000,782 ▲82.8%9,5410.3%HealthcareBLACKROCK ETF TRUST$10,930,744$704,488 ▼-6.1%366,0660.3%ISHA SYST AL ETFVZVerizon Communications$10,911,085$8,561,213 ▼-44.0%237,8700.3%Communication ServicesNIAGEN BIOSCIENCE INC$10,446,111$225,734 ▲2.2%3,577,4350.3%COM NEWMAMastercard$10,340,960$640,244 ▼-5.8%18,7520.3%FinanceJNJJohnson & Johnson$10,246,403$14,268,561 ▼-58.2%38,7040.3%HealthcareQUALiShares MSCI USA Quality Factor ETF$10,117,457$1,018,746 ▲11.2%45,5250.2%ETFHONEYWELL INTL INC$9,981,080$2,692,236 ▼-21.2%47,3170.2%COMBTHMBlackRock Future U.S. Themes ETF$9,863,870$9,764 ▲0.1%224,2810.2%ETFVOOVanguard S&P 500 ETF$9,696,437$2,701,826 ▼-21.8%13,8350.2%ETFABBVAbbVie$9,671,125$9,940 ▼-0.1%36,9710.2%HealthcareDELLDell Technologies$9,550,227$5,653,855 ▲145.1%17,7530.2%TechnologyEFViShares MSCI EAFE Value ETF$9,269,986$726,110 ▼-7.3%117,1340.2%ETFISDPGIM High Yield Bond Fund$9,090,555$350,967 ▼-3.7%774,3230.2%FinanceTRVTravelers Companies$8,680,734$6,729,895 ▼-43.7%24,3490.2%FinanceBLACKROCK ETF TRUST II$8,610,237$371,141 ▼-4.1%171,8610.2%ISHA GLO USD ETFEXXONMOBIL HOLDINGS CORP$8,404,289$8,404,289 ▲New Holding51,6390.2%COM SHSCRWDCrowdStrike$8,319,504$5,345,038 ▲179.7%31,4240.2%TechnologyXLFFinancial Select Sector SPDR Fund$8,314,959$6,042,471 ▲265.9%155,7110.2%ETFMMM3M$7,843,489$7,252,708 ▲1,227.6%47,7820.2%IndustrialsUBERUber Technologies$7,809,226$155,723 ▲2.0%113,9870.2%IndustrialsCRMSalesforce$7,762,880$6,575,792 ▲553.9%33,7500.2%TechnologyTFLRT. Rowe Price Floating Rate ETF$7,738,876$1,163,319 ▼-13.1%153,2450.2%ETFPFEPfizer$7,672,701$574,763 ▼-7.0%269,0290.2%HealthcareShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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