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Latest Steel Peak Wealth Management LLC Stock Portfolio

$4.07Billion | No. of Holdings #651

Steel Peak Wealth Management LLC Performance

2026 Q3+0.27%
YTD+13.27%
2025+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 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, SteelPeak Wealth, LLC reported an equity portfolio of $4.1 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of SteelPeak Wealth, LLC are AAPL, NVDA, AMZN. The fund has invested 6.9% of it's portfolio in APPLE INC and 6.2% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off GRAYSCALE BITCOIN MINI TR ET, REGENERON PHARMACEUTICALS (REGN) and PDD HOLDINGS INC (PDD) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), T-MOBILE US INC (TMUS) and HONEYWELL AEROSPACE INC. SteelPeak Wealth, LLC opened new stock positions in ISHARES TR (AMPS), SCHWAB STRATEGIC TR (FNDA) and EXXONMOBIL HOLDINGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL PMTS INC (GPN), SPACE EXPLORATION TECHN CORP and FIDELITY COVINGTON TRUST (FBCG).
Steel Peak Wealth Management LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$4.07Billion
  as of Oct 16, 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 0.27% in the last quarter. In trailing 12 months, it's portfolio return was 16.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr13,677,000
schwab strategic tr12,592,900
exxonmobil holdings corp8,404,290
bhp billiton limited5,607,620
best buy inc4,253,000
southwest airls co4,202,190
expeditors intl wash inc3,965,330
paypal hldgs inc3,590,010
New stocks bought by Steel Peak Wealth Management LLC

Additions

Ticker% Inc.
space exploration techn corp3,904
fidelity covington trust2,389
freeport mcmoran inc1,370
ssga active tr1,309
3m co1,227
cvs health corp1,083
valero energy corp781
chubb limited696
Additions to existing portfolio by Steel Peak Wealth Management LLC

Reductions

Ticker% Reduced
t-mobile us inc-97.72
analog devices inc-95.76
intuit-94.52
lumentum hldgs inc-71.9
lockheed martin corp-68.24
intuitive surgical inc-68.01
first solar inc-65.93
teradyne inc-65.61
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 34.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others34.9
Technology33.7
Communication Services7.6
Consumer Cyclical7.5
Healthcare4.4
Financial Services3.6
Industrials2.8
Consumer Defensive2
Utilities1.4
Energy1.3

Market Cap. Distribution

SteelPeak Wealth, LLC has about 63.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP51.5
UNALLOCATED34.9
LARGE-CAP12.1

Stocks belong to which Index?

About 60.7% 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 50058.3
Others39.2
RUSSELL 20002.4
Top 5 Winners (%)%
MRNA
moderna inc
166.3 %
TXG
10x genomics inc
110.9 %
turn therapeutics inc
96.4 %
TWST
twist bioscience corp
81.8 %
MSTR
strategy inc
56.5 %
Top 5 Winners ($)$
AAPL
apple inc
39.2 M
NVDA
nvidia corporation
29.1 M
MSFT
microsoft corp
25.1 M
META
meta platforms inc
19.0 M
PLTR
palantir technologies inc
9.9 M
Top 5 Losers (%)%
starfighters space inc
-64.1 %
stubhub hldgs inc
-56.6 %
AGX
argan inc
-51.6 %
MNST
monster beverage corp new
-49.5 %
APH
amphenol corp
-41.7 %
Top 5 Losers ($)$
AMAT
applied matls inc
-17.7 M
TSLA
tesla inc
-15.8 M
LRCX
lam research corp
-13.2 M
KLAC
kla corp
-11.2 M
INTC
intel corp
-10.7 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 651 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for SteelPeak Wealth, LLC last quarter.

$3.90BTotal Value
469Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Steel Peak Wealth Management LLC, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.42%192,869
$17.28M
0.42%
decreased 6.98 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.41%138,944
$16.65M
0.41%
decreased 4.22 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.3%130,902
$12.07M
0.3%
decreased 4.55 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.23%117,134
$9.27M
0.23%
decreased 7.26 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.13%33,212
$5.27M
0.13%
increased 15.66 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.06%25,715
$2.60M
0.06%
decreased 5.19 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.05%37,865
$2.05M
0.05%
decreased 6.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.04%17,586
$1.84M
0.04%
decreased 5.61 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.04%17,069
$1.44M
0.04%
decreased 0.54 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.03%15,153
$1.38M
0.03%
increased 18.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.01%7,590
$467.2K
0.01%
increased 2.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.01%24,275
$412.7K
0.01%
increased 0.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.01%8,765
$369.8K
0.01%
decreased 12.39 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Steel Peak Wealth Management LLC's holding in Alps Etf Tr over time
0.09%68,667
$3.56M
0.09%
decreased 6.73 percentreduced
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Steel Peak Wealth Management LLC's holding in Tidal Trust I over time
0.13%188,177
$5.24M
0.13%
increased 11.07 percentadded
ACTV
Two Rds Shared Tr

Two Rds Shared Tr

ACTV
Steel Peak Wealth Management LLC's holding in Two Rds Shared Tr over time
0.07%58,488
$2.73M
0.07%
new position