SteelPeak Wealth, LLC

CIK 0001801868 · WOODLAND HILLS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

SteelPeak Wealth, LLC reported 643 positions worth $3.86B as of June 30, 2026 (13F filed July 13, 2026). Largest holding: AAPL (7.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.86B
2026 Q2
Positions
643
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.0%
Est. Net Flow (Q)
2026 Q2
10 / 643 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$275.7M7.14%952,871
2NVDANVIDIA CORPORATIONSH$185.6M4.80%927,363
3AMZNAMAZON COM INCSH$116.9M3.03%490,421
4IVVISHARES TRSH$112.3M2.91%150,012
5QQQINVESCO QQQ TRSH$105.5M2.73%143,087
6GOOGLALPHABET INCSH$100.7M2.61%281,646
7SPYSTATE STR SPDR S&P 500 ETF TSH$95.3M2.47%127,281
8TSLATESLA INCSH$85.8M2.22%203,996
9INTCINTEL CORPSH$81.0M2.10%580,058
10AMDADVANCED MICRO DEVICES INCSH$78.8M2.04%135,689

The free plan shows the top 10 positions. The remaining 633 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SteelPeak Wealth, LLC hold as of Q2 2026?

SteelPeak Wealth, LLC reported 643 positions worth $3.86B in its Q2 2026 13F filing. Largest positions: AAPL (7.1%), NVDA (4.8%), AMZN (3.0%), IVV (2.9%) and QQQ (2.7%).

What did SteelPeak Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SteelPeak Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.