SteelPeak Wealth, LLC
Sector Allocation
- Technology42.1%$1.7B
- Other30.7%$1.2B
- Consumer Discretionary7.5%$295.5M
- Financials5.7%$223.4M
- Healthcare4.3%$168.1M
- Industrials2.4%$92.6M
- Consumer Staples2.1%$81.2M
- Communication Services1.6%$63.4M
- Energy1.6%$61.2M
- Materials1.3%$51.9M
AUM History
13fpro.ai/research/fund/steelpeak-wealth-llc-1801868
Conviction and streaks
Concentrating · top 10 = 34.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$281.3MNVDA
$253.8MAMZN
$139.8MGOOGL
$118.5MQQQ
$108.9M- ISHARES$108.2M
SPY
$101.7MTSLA
$98.4MMSFT
$83.8MMETA
$83.7MAMD
$82.0MMU
$73.4MINTC
$63.0MAVGO
$58.4M- ISHARES$56.9M
MRVL
$54.6MAMGN
$50.6MCSCO
$45.0MAMAT
$42.6MPANW
$39.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/steelpeak-wealth-llc-1801868
SteelPeak Wealth, LLC 13F holdings — Q3 2026
$4.1B portfolio (+5.3% QoQ) · 702 holdings · Q3 2026 13F · top 10 are 35% of the stock portfolio
Includes $120.1M of put/call options ($26.2M puts, $93.8M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $3.9B. Weights use the stock portfolio.
$281.3M
7.1% of stocks
-11%This quarter+0.1%Since filed11+ qtrsHeld$253.8M
6.4% of stocks
+20%This quarter+0.9%Since filed11+ qtrsHeld$139.8M
3.5% of stocks
+14%This quarter-0.4%Since filed11+ qtrsHeld$118.5M
3.0% of stocks
+22%This quarter-6.7%Since filed11+ qtrsHeld$108.9M
2.8% of stocks
+3%This quarter+0.3%Since filed11+ qtrsHeld- 6
ISHARES TR - CORE S&P500 ETF
$108.2M
2.7% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $101.7M
2.6% of stocks
+5%This quarter+0.3%Since filed11+ qtrsHeld$98.4M
2.5% of stocks
+36%This quarter+10.4%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$83.8M
2.1% of stocks
-16%This quarter+0.7%Since filed11+ qtrsHeld$83.7M
2.1% of stocks
-4%This quarter-11.1%Since filed11+ qtrsHeld
All holdings — SteelPeak Wealth, LLC (Q3 2026)
702 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ADVANCED MICRO DEVICES INC | Technology | $82.0M | 2.1% | 134K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MICRON TECHNOLOGY INC | Technology | $73.4M | 1.9% | 69K | +28% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | INTEL CORP | Technology | $63.0M | 1.6% | 524K | -10% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Broadcom Inc. | Technology | $58.4M | 1.5% | 166K | +2% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $56.9M | 1.4% | 1.29M | -6% | — | — | 13F |
| 16 | Marvell Technology, Inc. | Technology | $54.6M | 1.4% | 207K | +89% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AMGEN INC | Healthcare | $50.6M | 1.3% | 120K | -36% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CISCO SYSTEMS, INC. | Technology | $45.0M | 1.1% | 418K | +257% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | APPLIED MATERIALS INC /DE | Technology | $42.6M | 1.1% | 83K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Palo Alto Networks Inc | Technology | $39.3M | 1.0% | 99K | +365% | 11+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | LAM RESEARCH CORP | Technology | $37.7M | 1.0% | 115K | -17% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NETFLIX INC | Communication Services | $37.6M | 0.9% | 541K | -27% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $35.0M | 0.9% | 103K | +25% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $35.0M | 0.9% | 246K | -5% | — | — | 13F |
| 25 | Palantir Technologies Inc. | Technology | $34.2M | 0.9% | 183K | +83% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - RUSSELL 2000 ETF | — | $33.4M | 0.8% | 120K | +24% | |||
| 27 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $32.4M | 0.8% | 468K | -8% | |||
| 28 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $32.1M | 0.8% | 63K | +14% | |||
| 29 | $NVDA CALL | NVIDIA CORP | Technology | $28.3M | — | 124K | +254% | |||
| 30 | $TXN | TEXAS INSTRUMENTS INC | Technology | $27.7M | 0.7% | 99K | -8% | |||
| 31 | — | ISHARES TR - S&P 500 VAL ETF | — | $27.4M | 0.7% | 120K | -9% | |||
| 32 | $QCOM | QUALCOMM INC/DE | Technology | $26.6M | 0.7% | 145K | +20% | |||
| 33 | $KLAC | KLA CORP | Technology | $26.2M | 0.7% | 134K | +80% | |||
| 34 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $25.7M | 0.7% | 86K | +2390% | |||
| 35 | — | ISHARES TR - MSCI USA MMENTM | — | $23.8M | 0.6% | 75K | +6% | |||
| 36 | — | ISHARES INC - CORE MSCI EMKT | — | $23.2M | 0.6% | 285K | -0.6% | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $22.9M | 0.6% | 69K | +58% | |||
| 38 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $22.6M | 0.6% | 150K | +3905% | |||
| 39 | — | ISHARES TR - US TREAS BD ETF | — | $21.0M | 0.5% | 959K | -9% | |||
| 40 | — | VANGUARD WORLD FD - INF TECH ETF | — | $20.0M | 0.5% | 159K | +679% | |||
| 41 | $RIO | RIO TINTO PLC | Materials | $18.0M | 0.5% | 191K | -0.0% | |||
| 42 | $SNDK | Sandisk Corp | Technology | $17.9M | 0.5% | 10K | +684% | |||
| 43 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $17.4M | 0.4% | 79K | +175% | |||
| 44 | — | ISHARES TR - MBS ETF | — | $17.3M | 0.4% | 193K | -7% | |||
| 45 | — | ISHARES TR - MSCI EAFE ETF | — | $17.1M | 0.4% | 165K | -2% | |||
| 46 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $16.8M | 0.4% | 46K | +42% | |||
| 47 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $16.8M | 0.4% | 355K | +6% | |||
| 48 | — | ISHARES TR - EAFE GRWTH ETF | — | $16.6M | 0.4% | 139K | -4% | |||
| 49 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $16.6M | 0.4% | 114K | +22% | |||
| 50 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $15.9M | 0.4% | 42K | -30% | |||
| 51 | $MSTR CALL | Strategy Inc | Financials | $15.8M | — | 103K | New | |||
| 52 | $ASTH | Astrana Health, Inc. | Technology | $15.5M | 0.4% | 435K | -6% | |||
| 53 | $KO | COCA COLA CO | Consumer Staples | $15.4M | 0.4% | 178K | +24% | |||
| 54 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $15.3M | 0.4% | 54K | +52% | |||
| 55 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $15.2M | 0.4% | 17K | -44% | |||
| 56 | — | ISHARES TR - MSCI EMG MKT ETF | — | $14.9M | 0.4% | 224K | +6% | |||
| 57 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $14.2M | 0.4% | 29K | +0.5% | |||
| 58 | $CVX | CHEVRON CORP | Energy | $14.0M | 0.4% | 69K | -42% | |||
| 59 | — | ISHARES TR - CORE HIGH DV ETF | — | $13.7M | 0.3% | 489K | New | |||
| 60 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $13.0M | 0.3% | 265K | +1.0% | |||
| 61 | $MPC | Marathon Petroleum Corp | Energy | $12.9M | 0.3% | 33K | -15% | |||
| 62 | — | SSGA ACTIVE TR - SST BRIDGEWATER | — | $12.7M | 0.3% | 444K | +1310% | |||
| 63 | — | ISHARES TR - ISHARES SEMICDTR | — | $12.7M | 0.3% | 22K | +4% | |||
| 64 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $12.6M | 0.3% | 378K | New | |||
| 65 | $IBIT | iShares Bitcoin Trust ETF | Financials | $12.5M | 0.3% | 265K | +375% | |||
| 66 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $12.2M | 0.3% | 334K | +0.3% | |||
| 67 | $MRK | Merck & Co., Inc. | Healthcare | $12.1M | 0.3% | 83K | -51% | |||
| 68 | — | ISHARES TR - 10-20 YR TRS ETF | — | $12.1M | 0.3% | 131K | -5% | |||
| 69 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $12.0M | 0.3% | 61K | -44% | |||
| 70 | $CAT | CATERPILLAR INC | Industrials | $11.9M | 0.3% | 15K | +6% | |||
| 71 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | — | $11.7M | 0.3% | 375K | -0.5% | |||
| 72 | $TSLA PUT | Tesla, Inc. | Consumer Discretionary | $11.7M | — | 33K | New | |||
| 73 | $V | VISA INC. | Financials | $11.7M | 0.3% | 32K | -5% | |||
| 74 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $11.3M | 0.3% | 222K | -4% | |||
| 75 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $11.2M | 0.3% | 140K | +64% | |||
| 76 | $C | CITIGROUP INC | Financials | $11.2M | 0.3% | 87K | +25% | |||
| 77 | $MCD | MCDONALDS CORP | Consumer Discretionary | $11.2M | 0.3% | 48K | +49% | |||
| 78 | $GS | GOLDMAN SACHS GROUP INC | Financials | $11.1M | 0.3% | 12K | -0.6% | |||
| 79 | $LLY | ELI LILLY & Co | Healthcare | $11.0M | 0.3% | 9,541 | +83% | |||
| 80 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $10.9M | 0.3% | 366K | -6% | |||
| 81 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $10.9M | 0.3% | 238K | -44% | |||
| 82 | $NAGE | Niagen Bioscience, Inc. | Healthcare | $10.4M | 0.3% | 3.58M | +2% | |||
| 83 | $MA | Mastercard Inc | Financials | $10.3M | 0.3% | 19K | -6% | |||
| 84 | — | ISHARES TR - MSCI USA QLT FCT | — | $10.1M | 0.3% | 46K | +11% | |||
| 85 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $10.0M | 0.3% | 47K | -21% | |||
| 86 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $9.9M | 0.3% | 224K | +0.1% | |||
| 87 | $JNJ | JOHNSON & JOHNSON | Healthcare | $9.7M | 0.3% | 37K | -60% | |||
| 88 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $9.7M | 0.3% | 14K | -22% | |||
| 89 | $ABBV | AbbVie Inc. | Healthcare | $9.7M | 0.2% | 37K | -0.1% | |||
| 90 | $DELL | Dell Technologies Inc. | Technology | $9.6M | 0.2% | 18K | +145% | |||
| 91 | — | ISHARES TR - EAFE VALUE ETF | — | $9.3M | 0.2% | 117K | -7% | |||
| 92 | $ISD | PGIM High Yield Bond Fund, Inc. | Other | $9.1M | 0.2% | 774K | -4% | |||
| 93 | $TSLA CALL | Tesla, Inc. | Consumer Discretionary | $9.0M | — | 25K | -52% | |||
| 94 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $8.7M | 0.2% | 24K | -44% | |||
| 95 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $8.6M | 0.2% | 172K | -4% | |||
| 96 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $8.4M | 0.2% | 52K | New | |||
| 97 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $8.3M | 0.2% | 31K | +180% | |||
| 98 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $8.3M | 0.2% | 156K | +266% | |||
| 99 | $MMM | 3M CO | Healthcare | $7.8M | 0.2% | 48K | +1228% | |||
| 100 | $UBER | Uber Technologies, Inc | Technology | $7.8M | 0.2% | 114K | +2% | |||
| 101 | $CRM | Salesforce, Inc. | Technology | $7.8M | 0.2% | 34K | +554% | |||
| 102 | — | T ROWE PRICE EXCHANGE-TRADED - FLOATING RATE | — | $7.7M | 0.2% | 153K | -13% | |||
| 103 | $PFE | PFIZER INC | Healthcare | $7.7M | 0.2% | 269K | -7% | |||
| 104 | $VRT | Vertiv Holdings Co | Technology | $7.3M | 0.2% | 30K | +27% | |||
| 105 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $7.0M | 0.2% | 132K | +0.6% | |||
| 106 | $MU CALL | MICRON TECHNOLOGY INC | Technology | $7.0M | — | 6,600 | +1220% | |||
| 107 | $NVDA PUT | NVIDIA CORP | Technology | $6.9M | — | 30K | New | |||
| 108 | $NKE | NIKE, Inc. | Consumer Discretionary | $6.6M | 0.2% | 184K | -5% | |||
| 109 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $6.5M | 0.2% | 120K | -0.7% | |||
| 110 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $6.5M | 0.2% | 80K | +51% | |||
| 111 | $COP | CONOCOPHILLIPS | Energy | $6.4M | 0.2% | 51K | +107% | |||
| 112 | $WDC | WESTERN DIGITAL CORP | Technology | $6.3M | 0.2% | 14K | +36% | |||
| 113 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $6.2M | 0.2% | 127K | +64% | |||
| 114 | $GOOGL CALL | Alphabet Inc. | Technology | $6.0M | — | 18K | -2% | |||
| 115 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $6.0M | 0.1% | 88K | +117% | |||
| 116 | $IVZ | Invesco Ltd. | Financials | $6.0M | 0.1% | 39K | +6% | |||
| 117 | $SHOP | SHOPIFY INC. | Technology | $6.0M | 0.1% | 40K | -13% | |||
| 118 | $PBT | PERMIAN BASIN ROYALTY TRUST | Financials | $5.9M | 0.1% | 188K | -6% | |||
| 119 | $FCX | FREEPORT-MCMORAN INC | Materials | $5.9M | 0.1% | 84K | +1370% | |||
| 120 | $WMT | Walmart Inc. | Consumer Staples | $5.8M | 0.1% | 56K | -0.5% | |||
| 121 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $5.7M | 0.1% | 13K | +13% | |||
| 122 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $5.7M | 0.1% | 63K | +0.0% | |||
| 123 | — | ISHARES TR - TRS FLT RT BD | — | $5.7M | 0.1% | 112K | -0.4% | |||
| 124 | $BHP | BHP Group Ltd | Materials | $5.6M | 0.1% | 66K | New | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $5.6M | 0.1% | 33K | +21% | |||
| 126 | $GEV | GE Vernova Inc. | Industrials | $5.6M | 0.1% | 5,849 | +4% | |||
| 127 | $FDX | FEDEX CORP | Industrials | $5.5M | 0.1% | 19K | +203% | |||
| 128 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $5.5M | 0.1% | 78K | +3% | |||
| 129 | — | PROSHARES TR - ULTRAPRO QQQ | — | $5.5M | 0.1% | 71K | — | |||
| 130 | $NEE | NEXTERA ENERGY INC | Utilities | $5.5M | 0.1% | 73K | -10% | |||
| 131 | — | ISHARES TR - MSCI ACWI ETF | — | $5.3M | 0.1% | 33K | +16% | |||
| 132 | — | TIDAL TRUST I - FUND GRAN US ETF | — | $5.2M | 0.1% | 188K | +11% | |||
| 133 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $5.1M | 0.1% | 13K | -68% | |||
| 134 | $IVZ | Invesco Ltd. | Financials | $5.0M | 0.1% | 71K | -17% | |||
| 135 | — | ISHARES TR - CORE US AGGBD ET | — | $5.0M | 0.1% | 53K | -4% | |||
| 136 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $5.0M | 0.1% | 52K | +6% | |||
| 137 | $IAU | ISHARES GOLD TRUST | Financials | $4.9M | 0.1% | 62K | +7% | |||
| 138 | $SYF | Synchrony Financial | Financials | $4.8M | 0.1% | 68K | +60% | |||
| 139 | $MTB | M&T BANK CORP | Financials | $4.8M | 0.1% | 22K | +9% | |||
| 140 | $PM | Philip Morris International Inc. | Consumer Staples | $4.8M | 0.1% | 25K | +92% | |||
| 141 | $T | AT&T INC. | Communication Services | $4.8M | 0.1% | 195K | -38% | |||
| 142 | $AFL | AFLAC INC | Financials | $4.6M | 0.1% | 41K | -7% | |||
| 143 | $VLO | VALERO ENERGY CORP/TX | Energy | $4.6M | 0.1% | 12K | +782% | |||
| 144 | — | ISHARES TR - CORE MSCI EAFE | — | $4.6M | 0.1% | 47K | -8% | |||
| 145 | $EBAY | EBAY INC | Consumer Discretionary | $4.5M | 0.1% | 43K | -48% | |||
| 146 | — | ISHARES TR - CORE 80 20 ETF | — | $4.5M | 0.1% | 46K | -1% | |||
| 147 | — | ISHARES TR - SYSTEMATIC BD ET | — | $4.4M | 0.1% | 52K | -8% | |||
| 148 | — | ISHARES TR - MSCI USA VALUE | — | $4.4M | 0.1% | 22K | +29% | |||
| 149 | $BE | Bloom Energy Corp | Technology | $4.3M | 0.1% | 16K | +6% | |||
| 150 | $MS | MORGAN STANLEY | Financials | $4.3M | 0.1% | 23K | +7% |
What changed in Q3 2026
Against the previous quarter's 13F: 144 new, 283 added to, 237 trimmed, 84 sold out. Share-count changes; largest moves by dollar size first.
New positions (144)
$MSTRCALLStrategy Inc$15.8M
first bought this quarter
- ISHARES TR - CORE HIGH DV ETF$13.7M
first bought this quarter
- SCHWAB STRATEGIC TR - US LCAP VA ETF$12.6M
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$8.4M
first bought this quarter
first bought this quarter
$BHPBHP Group Ltd$5.6M
first bought this quarter
+138 more in the Excel export
Added to (283)
now $253.8M · held 11+ qtrs, 3 adds in a row
now $45.0M · held 11+ qtrs
now $39.3M · held 11+ qtrs, 5 adds in a row
now $98.4M · held 11+ qtrs, 4 adds in a row
now $54.6M · held 11+ qtrs
- FIDELITY COVINGTON TRUST - MSCI INFO TECH I+2390%
now $25.7M
+277 more in the Excel export
Trimmed (237)
now $281.3M · held 11+ qtrs, 2 trims in a row
now $50.6M · held 11+ qtrs
$TMUST-Mobile US, Inc.-98%
now $640K
now $83.8M · held 11+ qtrs
$ADIANALOG DEVICES INC-96%
now $633K
$JNJJOHNSON & JOHNSON-60%
now $9.7M · held 11+ qtrs
+231 more in the Excel export
Holdings by quarter
Every 13F SteelPeak Wealth, LLC has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow SteelPeak Wealth?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SteelPeak Wealth's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
14%
Last quarter; 65% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SteelPeak Wealth, LLC disclosed 702 positions worth $4.1B in its Form 13F-HR for Q3 2026 — $3.9B in common stock plus $120.1M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 7.1% of the equity portfolio, followed by $NVDA and $AMZN. During the quarter the fund opened 144 new positions and exited 84 — including a new stake in $MSTR and a full exit from $BTC. The portfolio is most concentrated in Technology (42.1% of disclosed assets). All figures are sourced directly from SteelPeak Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1801868.
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