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Latest Steel Peak Wealth Management LLC Stock Portfolio

$3.27Billion– No. of Holdings #526

Steel Peak Wealth Management LLC Performance:
2026 Q1: -2.86%YTD: -2.86%2025: 14.64%
Performance for 2026 Q1 is -2.86%, and YTD is -2.86%, and 2025 is 14.64%.

About Steel Peak Wealth Management LLC and 13F Hedge Fund Stock Holdings

SteelPeak Wealth, LLC is a hedge fund based in Woodland Hills, CA. On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, SteelPeak Wealth, LLC reported an equity portfolio of $3.3 Billions as of 31 Mar, 2026.

The top stock holdings of SteelPeak Wealth, LLC are AAPL, NVDA, AMZN. The fund has invested 7.8% of it's portfolio in APPLE INC and 4.8% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off VANGUARD WORLD FD (EDV), ISHARES TR (AMPS) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in DIREXION SHARES ETF TRUST (BRZU), ISHARES TR (IJR) and CONOCOPHILLIPS (COP). SteelPeak Wealth, LLC opened new stock positions in GILEAD SCIENCES INC (GILD), NIAGEN BIOSCIENCE INC (CDXC) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), NEXTERA ENERGY INC (NEE) and HONEYWELL INTL INC (HON).
Steel Peak Wealth Management LLC Equity Portfolio Value
Last Reported on: 05 May, 2026

Steel Peak Wealth Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SteelPeak Wealth, LLC made a return of -2.86% in the last quarter. In trailing 12 months, it's portfolio return was 16.86%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
gilead sciences inc17,449,500
niagen bioscience inc14,874,900
select sector spdr tr11,566,800
blackrock etf trust10,322,200
blackrock etf trust9,470,460
neos etf trust6,299,280
permian basin rty tr4,114,580
consolidated edison inc3,751,460
New stocks bought by Steel Peak Wealth Management LLC

Additions

Ticker% Inc.
ishares tr6,424
nextera energy inc2,635
honeywell intl inc1,446
dollar gen corp983
union pac corp701
texas instrs inc637
pimco etf tr512
vanguard world fd510
Additions to existing portfolio by Steel Peak Wealth Management LLC

Reductions

Ticker% Reduced
direxion shares etf trust-99.36
ishares tr-98.19
conocophillips-97.68
fidelity covington trust-96.76
booking holdings inc-94.00
invesco exch traded fd tr ii-93.79
medtronic plc-92.65
lumentum hldgs inc-92.6
Steel Peak Wealth Management LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Steel Peak Wealth Management LLC

Sector Distribution

SteelPeak Wealth, LLC has about 35.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others35.6
Technology28.7
Communication Services8.4
Consumer Cyclical7.5
Healthcare6.5
Financial Services3.4
Industrials3
Consumer Defensive2.7
Energy1.6
Utilities1.3

Market Cap. Distribution

SteelPeak Wealth, LLC has about 61.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP47.5
UNALLOCATED35.6
LARGE-CAP14.2
MID-CAP2

Stocks belong to which Index?

About 60.4% of the stocks held by SteelPeak Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058
Others39.5
RUSSELL 20002.4
Top 5 Winners (%)%
AGX
argan inc
69.5 %
OXY
occidental pete corp
54.4 %
LITE
lumentum hldgs inc
48.7 %
VRT
vertiv holdings co
48.5 %
TWST
twist bioscience corp
48.2 %
Top 5 Winners ($)$
LRCX
lam research corp
7.6 M
AMAT
applied matls inc
6.9 M
MU
micron technology inc
6.6 M
CVX
chevron corporation
6.5 M
INTC
intel corp
4.6 M
Top 5 Losers (%)%
BSGM
streamex corp
-62.7 %
DUOL
duolingo inc
-40.6 %
SNAP
snap inc
-40.2 %
APP
applovin corp
-39.9 %
HOOD
robinhood mkts inc
-34.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-17.1 M
AAPL
apple inc
-16.6 M
TSLA
tesla inc
-12.8 M
AMZN
amazon com inc
-11.1 M
NVDA
nvidia corporation
-9.8 M

Steel Peak Wealth Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Steel Peak Wealth Management LLC

SteelPeak Wealth, LLC has 526 stocks in it's portfolio. About 32.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for SteelPeak Wealth, LLC last quarter.

Last Reported on: 05 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions