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Latest Steel Peak Wealth Management LLC Stock Portfolio

$3.86Billion | No. of Holdings #595

Steel Peak Wealth Management LLC Performance

2026 Q2+16.29%
YTD+12.96%
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 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, SteelPeak Wealth, LLC reported an equity portfolio of $3.9 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of SteelPeak Wealth, LLC are AAPL, NVDA, AMZN. The fund has invested 7.1% of it's portfolio in APPLE INC and 4.8% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), EXXON MOBIL CORP (XOM) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in GILEAD SCIENCES INC (GILD), SELECT SECTOR SPDR TR (XLB) and METLIFE INC (MET). SteelPeak Wealth, LLC opened new stock positions in ANALOG DEVICES INC (ADI), REGENERON PHARMACEUTICALS (REGN) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to BOOKING HOLDINGS INC (BKNG), SELECT SECTOR SPDR TR (XLB) and AFLAC INC (AFL).
Steel Peak Wealth Management LLC Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$3.86Billion
  as of Jul 13, 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 16.29% in the last quarter. In trailing 12 months, it's portfolio return was 24.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
analog devices inc14,959,300
regeneron pharmaceuticals13,679,800
honeywell intl inc13,451,900
honeywell aerospace inc13,265,200
pdd holdings inc13,006,000
blackrock etf trust12,192,700
blackrock etf trust10,929,900
blackrock etf trust ii9,015,440
New stocks bought by Steel Peak Wealth Management LLC

Additions

Ticker% Inc.
booking holdings inc5,281
select sector spdr tr4,546
aflac inc1,326
conocophillips1,242
nike inc984
travelers companies inc916
motorola solutions inc816
litman gregory fds tr740
Additions to existing portfolio by Steel Peak Wealth Management LLC

Reductions

Ticker% Reduced
select sector spdr tr-96.4
applovin corp-94.28
linde plc-91.59
steel dynamics inc-88.00
general mtrs co-85.32
united airls hldgs inc-79.99
astera labs inc-79.87
robinhood mkts inc-78.26
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 34.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others34.5
Technology31.4
Communication Services8.4
Consumer Cyclical7.5
Healthcare6
Financial Services3.4
Industrials3.2
Consumer Defensive2.5
Utilities1.2
Energy1.1

Market Cap. Distribution

SteelPeak Wealth, LLC has about 63% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP47.1
UNALLOCATED34.5
LARGE-CAP15.9
MID-CAP2.1

Stocks belong to which Index?

About 62.5% 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 50059.9
Others37.5
RUSSELL 20002.6
Top 5 Winners (%)%
DRN
direxion shares etf trust
292.6 %
astera labs inc
204.6 %
sandisk corp
200.5 %
INTC
intel corp
194.2 %
MU
micron technology inc
188.0 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
70.5 M
INTC
intel corp
62.6 M
MU
micron technology inc
61.4 M
AMAT
applied matls inc
35.2 M
AAPL
apple inc
34.9 M
Top 5 Losers (%)%
VAW
vanguard world fd
-81.2 %
VB
vanguard index fds
-70.4 %
IVOG
vanguard admiral fds inc
-69.7 %
VB
vanguard index fds
-61.5 %
ACN
accenture plc ireland
-35.9 %
Top 5 Losers ($)$
NFLX
netflix inc.
-13.9 M
VB
vanguard index fds
-13.0 M
VAW
vanguard world fd
-10.5 M
INTU
intuit
-5.4 M
TMUS
t-mobile us inc
-4.9 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 595 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for SteelPeak Wealth, LLC last quarter.

$3.78BTotal Value
478Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Steel Peak Wealth Management LLC, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.51%207,334
$19.60M
0.51%
increased 8.81 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.47%145,063
$18.05M
0.47%
increased 5.72 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.36%137,143
$13.76M
0.36%
decreased 14.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.25%126,309
$9.67M
0.25%
decreased 61.44 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.12%28,716
$4.51M
0.12%
decreased 40.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.08%27,122
$2.92M
0.08%
increased 1.38 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.06%40,675
$2.34M
0.06%
decreased 9.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.05%18,632
$1.98M
0.05%
decreased 11.47 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.04%17,162
$1.41M
0.04%
increased 1.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.03%12,838
$1.24M
0.03%
decreased 1.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.01%24,175
$495.3K
0.01%
increased 2.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.01%7,390
$492.2K
0.01%
increased 15.65 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.01%10,004
$414.5K
0.01%
decreased 13.17 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Steel Peak Wealth Management LLC's holding in Alps Etf Tr over time
0.1%73,619
$3.82M
0.1%
decreased 1.69 percentreduced
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Steel Peak Wealth Management LLC's holding in Tidal Trust I over time
0.12%169,427
$4.68M
0.12%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
1.65%1,376,840
$63.54M
1.65%
increased 26.2 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Steel Peak Wealth Management LLC's holding in Ishares Tr over time
0.15%112,820
$5.71M
0.15%
decreased 3.9 percentreduced