Steelpeak Wealth, LLC Top Holdings and 13F Report (2026) About Steelpeak Wealth, LLCInvestment ActivitySteelpeak Wealth, LLC has $3.27 billion in total holdings as of March 31, 2026.Steelpeak Wealth, LLC owns shares of 527 different stocks, but just 88 companies or ETFs make up 80% of its holdings.Approximately 23.43% of the portfolio was purchased this quarter.About 14.40% of the portfolio was sold this quarter.This quarter, Steelpeak Wealth, LLC has purchased 493 new stocks and bought additional shares in 217 stocks.Steelpeak Wealth, LLC sold shares of 171 stocks and completely divested from 77 stocks this quarter.Largest Holdings Apple $258,120,206NVIDIA $162,433,965Tesla $117,525,711Amazon.com $112,279,520SPDR S&P 500 ETF Trust $97,977,650 Largest New Holdings this Quarter 375558103 - Gilead Sciences $17,602,855 Holding171077407 - NIAGEN BIOSCIENCE INC $14,874,930 Holding81369Y886 - Utilities Select Sector SPDR Fund $11,566,836 Holding09290C699 - BLACKROCK ETF TRUST $10,322,179 Holding09290C855 - BLACKROCK ETF TRUST $9,470,462 Holding Largest Purchases this Quarter Tesla 173,924 shares (about $64.66M)Apple 176,645 shares (about $44.83M)NVIDIA 185,814 shares (about $32.41M)Microsoft 71,427 shares (about $26.44M)iShares Core S&P 500 ETF 35,131 shares (about $22.95M) Largest Sales this Quarter Direxion NASDAQ-100 Equal Weighted Index Shares 552,785 shares (about $54.47M)iShares S&P 100 ETF 81,703 shares (about $25.99M)Fidelity MSCI Information Technology Index ETF 104,239 shares (about $21.69M)Micron Technology 58,509 shares (about $19.78M)Invesco QQQ 26,911 shares (about $15.53M) 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$258,120,206$44,830,742 ▲21.0%1,017,0627.9%Computer and TechnologyNVDANVIDIA$162,433,965$32,407,716 ▲24.9%931,3375.0%Computer and TechnologyTSLATesla$117,525,711$64,656,204 ▲122.3%316,1423.6%Auto/Tires/TrucksAMZNAmazon.com$112,279,520$18,237,982 ▲19.4%539,1063.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$97,977,650$15,555,723 ▲18.9%150,3013.0%FinanceGOOGLAlphabet$95,693,486$5,701,460 ▲6.3%332,7772.9%Computer and TechnologyQQQInvesco QQQ$84,614,624$15,532,498 ▼-15.5%146,6002.6%FinanceMSFTMicrosoft$72,617,746$26,440,139 ▲57.3%196,1742.2%Computer and TechnologyMETAMeta Platforms$63,913,322$11,333,342 ▲21.6%111,7112.0%Computer and TechnologyIVViShares Core S&P 500 ETF$62,770,685$22,947,854 ▲57.6%96,0961.9%ETFIUSBiShares Core Total USD Bond Market ETF$50,391,408$120,925 ▼-0.2%1,090,9591.5%ManufacturingAMDAdvanced Micro Devices$48,384,199$10,077,922 ▲26.3%237,8421.5%Computer and TechnologyAMGNAmgen$47,797,249$7,078,494 ▲17.4%135,8461.5%MedicalCSCOCisco Systems$39,736,720$18,148,228 ▲84.1%512,1371.2%Computer and TechnologyAVGOBroadcom$38,537,299$347,888 ▲0.9%124,5111.2%Computer and TechnologyNFLXNetflix$36,991,509$5,481,609 ▲17.4%384,7271.1%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$35,021,638$8,267,177 ▼-19.1%165,8611.1%ETFAMATApplied Materials$34,466,929$13,477,177 ▲64.2%100,8421.1%Computer and TechnologyMUMicron Technology$33,001,043$19,775,277 ▼-37.5%97,6401.0%Computer and TechnologyINTCIntel$32,224,786$8,574,239 ▲36.3%730,2241.0%Computer and TechnologyLAM RESEARCH CORP$31,040,025$15,342,037 ▼-33.1%145,1060.9%COM NEWIVWiShares S&P 500 Growth ETF$30,049,704$1,679,796 ▼-5.3%265,6680.9%ETFDIASPDR Dow Jones Industrial Average ETF Trust$29,922,962$1,482,015 ▲5.2%64,4690.9%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$29,293,723$9,711,223 ▼-24.9%503,5020.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$29,293,621$5,799,646 ▼-16.5%419,9800.9%ETFGOOGAlphabet$27,808,468$5,167,204 ▲22.8%96,9410.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC$27,783,291$3,942,544 ▼-12.4%189,9320.8%CL AISRGIntuitive Surgical$25,772,247$21,102,854 ▲451.9%55,9060.8%MedicalIWMiShares Russell 2000 ETF$24,503,981$4,775,506 ▲24.2%98,8060.7%FinanceEFViShares MSCI EAFE Value ETF$24,355,158$2,741,957 ▼-10.1%327,5740.7%ETFCVXChevron$24,131,949$1,478,712 ▼-5.8%116,6360.7%EnergyGOVTiShares U.S. Treasury Bond ETF$22,868,939$17,762,095 ▲347.8%998,2080.7%ETFVZVerizon Communications$22,130,008$703,653 ▲3.3%440,8370.7%Computer and TechnologyJPMJPMorgan Chase & Co.$20,763,577$6,004,394 ▲40.7%70,5860.6%FinanceQUALiShares MSCI USA Quality Factor ETF$19,542,371$559,702 ▼-2.8%101,8840.6%ETFJNJJohnson & Johnson$19,397,004$1,153,265 ▼-5.6%79,3530.6%MedicalMTUMiShares MSCI USA Momentum Factor ETF$18,595,489$742,773 ▼-3.8%77,4840.6%ETFRIORio Tinto$18,322,173$631,997 ▼-3.3%191,1950.6%Basic MaterialsEFAiShares MSCI EAFE ETF$18,239,107$4,371,733 ▲31.5%187,7800.6%FinanceMBBiShares MBS ETF$18,093,144$1,408,397 ▲8.4%190,5540.6%ETFGRAYSCALE BITCOIN MINI TR ET$17,979,935$5,248 ▲0.0%599,5310.5%SHS NEWXLKTechnology Select Sector SPDR Fund$17,932,357$7,580,627 ▲73.2%134,9310.5%ETFGILDGilead Sciences$17,602,855$17,602,855 ▲New Holding126,3030.5%MedicalMRKMerck & Co., Inc.$16,984,911$6,082,618 ▼-26.4%140,2830.5%MedicalCATCaterpillar$16,934,047$316,677 ▲1.9%23,9030.5%IndustrialsTLHiShares 10-20 Year Treasury Bond ETF$16,187,650$904,165 ▲5.9%160,7190.5%ETFBINCiShares Flexible Income Active ETF$15,881,686$2,638,924 ▼-14.2%305,8290.5%ETFMRVLMarvell Technology$15,603,911$205,231 ▼-1.3%157,5360.5%Computer and TechnologyPEPPepsiCo$15,574,017$276,571 ▼-1.7%100,2900.5%Consumer StaplesCOSTCostco Wholesale$15,384,816$1,548,446 ▲11.2%15,4400.5%Retail/WholesaleSHOPIFY INC$15,323,608$781,352 ▲5.4%129,1820.5%CL A SUB VTG SHSEEMiShares MSCI Emerging Markets ETF$15,288,096$2,582,753 ▲20.3%269,2040.5%FinanceEFGiShares MSCI EAFE Growth ETF$15,281,572$15,047,360 ▲6,424.7%137,2140.5%ETFQCOMQualcomm$14,883,325$6,926,029 ▼-31.8%115,5720.5%Computer and TechnologyNIAGEN BIOSCIENCE INC$14,874,930$14,874,930 ▲New Holding3,373,0000.5%COM NEWVTIVanguard Total Stock Market ETF$14,735,432$5,680,898 ▲62.7%45,9320.4%ETFUNHUnitedHealth Group$14,405,709$2,844,179 ▲24.6%53,2380.4%MedicalTXNTexas Instruments$14,392,488$12,440,810 ▲637.4%74,1350.4%Computer and TechnologyKOCocaCola$14,002,991$7,128,556 ▲103.7%182,9440.4%Consumer StaplesBRK.BBerkshire Hathaway$13,992,451$3,984,973 ▲39.8%29,2000.4%FinanceBLACKROCK ETF TRUST$13,891,150$550,594 ▼-3.8%421,5830.4%ISHARES A I INNOASTRANA HEALTH INC$13,729,656$490,400 ▼-3.4%559,9370.4%COM NEWGSThe Goldman Sachs Group$13,533,671$1,254,637 ▲10.2%15,9970.4%FinanceBTHMBlackRock Future U.S. Themes ETF$13,167,363$953,565 ▼-6.8%363,5380.4%ETFTMUST-Mobile US$12,374,316$4,093,478 ▼-24.9%58,9170.4%Computer and TechnologyLINDE PLC$12,190,196$5,296,184 ▼-30.3%24,5890.4%SHSAPPLOVIN CORP$11,615,861$855,290 ▲7.9%29,1860.4%COM CL AXLUUtilities Select Sector SPDR Fund$11,566,836$11,566,836 ▲New Holding252,0560.4%ETFXOMExxonMobil$11,492,720$1,053,075 ▲10.1%67,7400.4%EnergyHDHome Depot$11,467,454$1,798,378 ▲18.6%34,8670.4%Retail/WholesaleVGTVanguard Information Technology ETF$11,223,003$9,383,784 ▲510.2%16,0850.3%ETFMCDMcDonald's$11,208,477$3,436,761 ▲44.2%36,0640.3%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$11,013,583$8,991,169 ▲444.6%99,3470.3%ETFXLIIndustrial Select Sector SPDR Fund$10,970,548$6,636,800 ▲153.1%67,8320.3%ETFIAGGiShares Core International Aggregate Bond ETF$10,587,410$919,134 ▲9.5%211,5790.3%ETFISDPGIM High Yield Bond Fund$10,459,389$725,537 ▲7.5%794,7860.3%Financial ServicesBLACKROCK ETF TRUST$10,322,179$10,322,179 ▲New Holding315,4700.3%ISHARES DEFENSETFLRT. Rowe Price Floating Rate ETF$9,700,251$276,829 ▼-2.8%192,6180.3%ETFPGProcter & Gamble$9,695,234$4,340,994 ▲81.1%67,1230.3%Consumer StaplesKLACKLA$9,650,299$1,896,488 ▲24.5%6,5540.3%Computer and TechnologyVVisa$9,600,515$1,736,344 ▲22.1%31,7650.3%Business ServicesBLACKROCK ETF TRUST$9,470,462$9,470,462 ▲New Holding230,6490.3%ISHARES LARGE CAHONHoneywell International$9,250,285$8,652,209 ▲1,446.7%40,9250.3%Multi-Sector ConglomeratesCCitigroup$9,206,026$6,363,527 ▲223.9%81,1750.3%Financial ServicesXLFFinancial Select Sector SPDR Fund$9,002,247$5,181,444 ▲135.6%182,3420.3%ETFPFEPfizer$8,422,398$1,238,974 ▼-12.8%299,9430.3%MedicalIBMInternational Business Machines$8,281,640$6,802,109 ▲459.7%34,1670.3%Computer and TechnologyABBVAbbVie$7,968,174$937,816 ▼-10.5%36,6370.2%MedicalVOOVanguard S&P 500 ETF$7,655,780$341,797 ▲4.7%12,8120.2%ETFKRKroger$7,473,749$2,539,972 ▲51.5%103,2860.2%Retail/WholesaleNEENextEra Energy$7,452,522$7,190,228 ▲2,741.3%80,2380.2%UtilitiesLOWLowe's Companies$7,111,789$5,202,647 ▲272.5%30,0990.2%Retail/WholesaleTAT&T$7,060,539$850,450 ▲13.7%243,5510.2%Computer and TechnologyMAMastercard$6,996,497$2,335,830 ▲50.1%14,0030.2%Business ServicesCRWDCrowdStrike$6,904,501$425,553 ▲6.6%17,6850.2%Computer and TechnologyACWIiShares MSCI ACWI ETF$6,724,367$2,853,051 ▲73.7%48,5970.2%ManufacturingUBERUber Technologies$6,671,915$660,027 ▲11.0%92,7560.2%Computer and TechnologySOXXiShares Semiconductor ETF$6,382,578$2,002,526 ▲45.7%19,4200.2%ETFSPYINEOS S&P 500 High Income ETF$6,299,277$6,299,277 ▲New Holding127,5930.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,947,267$4,345,098 ▲271.2%105,1130.2%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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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