What does SteelPeak Wealth, LLC hold?

SteelPeak Wealth, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, NVDA, AMZN. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1801868.

What is SteelPeak Wealth, LLC's AUM?

SteelPeak Wealth, LLC reported approximately $4.1B in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $4.1B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source SteelPeak Wealth, LLC's holdings?

All SteelPeak Wealth, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1801868. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is SteelPeak Wealth, LLC's 13F data updated on 13F Pro?

SteelPeak Wealth, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

SteelPeak Wealth, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1801868

Institutional-grade research for retail investors

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

Largest positions — Q3 2026

AAPL
$281.3M
NVDA
$253.8M
AMZN
$139.8M
GOOGL
$118.5M
QQQ
$108.9M
ISHARES
$108.2M
SPY
$101.7M
TSLA
$98.4M
MSFT
$83.8M
META
$83.7M
AMD
$82.0M
MU
$73.4M
INTC
$63.0M
AVGO
$58.4M
ISHARES
$56.9M
MRVL
$54.6M
AMGN
$50.6M
CSCO
$45.0M
AMAT
$42.6M
PANW
$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.

1
Apple Inc.
$AAPL
$281.3M
7.1% of stocks
-11%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
2
NVIDIA CORP
$NVDA
$253.8M
6.4% of stocks
+20%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
3
AMAZON COM INC
$AMZN
$139.8M
3.5% of stocks
+14%This quarter—Since Q-end—Held
AIQuality67.5#363Est. buy—
4
Alphabet Inc.
$GOOGL
$118.5M
3.0% of stocks
+22%This quarter—Since Q-end—Held
AIQuality77.7#62Est. buy—
5
INVESCO QQQ TRUST, SERIES 1
$QQQ
$108.9M
2.8% of stocks
+3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
6
ISHARES TR - CORE S&P500 ETF
$108.2M
2.7% of stocks
-6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
SPDR S&P 500 ETF TRUST
$SPY
$101.7M
2.6% of stocks
+5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
Tesla, Inc.
$TSLA
$98.4M
2.5% of stocks
+36%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
9
MICROSOFT CORP
$MSFT
$83.8M
2.1% of stocks
-16%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
10
Meta Platforms, Inc.
$META
$83.7M
2.1% of stocks
-4%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$281.3M	7.1%	-11%	—	—	75.7#88	—
2	NVIDIA CORP$NVDA	$253.8M	6.4%	+20%	—	—	86.0#3	—
3	AMAZON COM INC$AMZN	$139.8M	3.5%	+14%	—	—	67.5#363	—
4	Alphabet Inc.$GOOGL	$118.5M	3.0%	+22%	—	—	77.7#62	—
5	INVESCO QQQ TRUST, SERIES 1$QQQ	$108.9M	2.8%	+3%	—	—	—	—
6	ISHARES TR - CORE S&P500 ETF	$108.2M	2.7%	-6%	—	—	—	—
7	SPDR S&P 500 ETF TRUST$SPY	$101.7M	2.6%	+5%	—	—	—	—
8	Tesla, Inc.$TSLA	$98.4M	2.5%	+36%	—	—	AI quality score is Pro: unlock with a free trial	—
9	MICROSOFT CORP$MSFT	$83.8M	2.1%	-16%	—	—	AI quality score is Pro: unlock with a free trial	—
10	Meta Platforms, Inc.$META	$83.7M	2.1%	-4%	—	—	AI quality score is Pro: unlock with a free trial	—

All holdings — SteelPeak Wealth, LLC (Q3 2026)

Sort

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	$AMD	ADVANCED MICRO DEVICES INC	Technology	$82.0M	2.1%	134K	-1%	—	AI quality score is Pro: unlock with a free trial	13F
12	$MU	MICRON TECHNOLOGY INC	Technology	$73.4M	1.9%	69K	+28%	—	AI quality score is Pro: unlock with a free trial	13F
13	$INTC	INTEL CORP	Technology	$63.0M	1.6%	524K	-10%	—	AI quality score is Pro: unlock with a free trial	13F
14	$AVGO	Broadcom Inc.	Technology	$58.4M	1.5%	166K	+2%	—	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	$MRVL	Marvell Technology, Inc.	Technology	$54.6M	1.4%	207K	+89%	—	AI quality score is Pro: unlock with a free trial	13F
17	$AMGN	AMGEN INC	Healthcare	$50.6M	1.3%	120K	-36%	—	AI quality score is Pro: unlock with a free trial	13F
18	$CSCO	CISCO SYSTEMS, INC.	Technology	$45.0M	1.1%	418K	+257%	—	AI quality score is Pro: unlock with a free trial	13F
19	$AMAT	APPLIED MATERIALS INC /DE	Technology	$42.6M	1.1%	83K	-1%	—	AI quality score is Pro: unlock with a free trial	13F
20	$PANW	Palo Alto Networks Inc	Technology	$39.3M	1.0%	99K	+365%	—	AI quality score is Pro: unlock with a free trial	13F
21	$LRCX	LAM RESEARCH CORP	Technology	$37.7M	1.0%	115K	-17%	—	AI quality score is Pro: unlock with a free trial	13F
22	$NFLX	NETFLIX INC	Communication Services	$37.6M	0.9%	541K	-27%	—	AI quality score is Pro: unlock with a free trial	13F
23	$GOOG	Alphabet Inc.	Technology	$35.0M	0.9%	103K	+25%	—	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	$PLTR	Palantir Technologies Inc.	Technology	$34.2M	0.9%	183K	+83%	—	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
$NVDAPUTNVIDIA CORP$6.9M
first bought this quarter
$BHPBHP Group Ltd$5.6M
first bought this quarter

+138 more in the Excel export

Added to (283)

$NVDANVIDIA CORP+20%
now $253.8M
$CSCOCISCO SYSTEMS, INC.+257%
now $45.0M
$PANWPalo Alto Networks Inc+365%
now $39.3M
$TSLATesla, Inc.+36%
now $98.4M
$MRVLMarvell Technology, Inc.+89%
now $54.6M
FIDELITY COVINGTON TRUST - MSCI INFO TECH I+2390%
now $25.7M

+277 more in the Excel export

Trimmed (237)

$AAPLApple Inc.-11%
now $281.3M
$AMGNAMGEN INC-36%
now $50.6M
$TMUST-Mobile US, Inc.-98%
now $640K
$MSFTMICROSOFT CORP-16%
now $83.8M
$ADIANALOG DEVICES INC-96%
now $633K
$JNJJOHNSON & JOHNSON-60%
now $9.7M

+231 more in the Excel export

Sold out (84)

$BTCGrayscale Bitcoin Mini Trust ETFwas $15.2M
$REGNREGENERON PHARMACEUTICALS, INC.was $13.7M
$PDDPDD Holdings Inc.was $13.0M
$DGDOLLAR GENERAL CORPwas $3.9M
$APAAPA Corpwas $3.8M
$AEEAMEREN CORPwas $3.7M

+78 more in the Excel export

Firm AUM (Form ADV): $4.1B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F SteelPeak Wealth, LLC has filed, 27 earlier quarters. Pick one to see what it held then.

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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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