SteelPeak Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Woodland Hills, CA
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
534
Total value ($000)
$3,068,766
Net value change ($000)
+65,990 (2.2%)
New positions
80
Sold out positions
123
Turnover %
11.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQE 56,917 NEW
MGV 42,711 16427.3%
LRCX 34,484 1370.0%
MU 27,196 159.8%
FTEC 23,559 3663.9%
GOOGL 22,269 29.9%
QQQ 22,119 28.9%
APP 17,711 5806.9%
PEP 13,751 1324.8%
IVE 13,413 44.6%
Top Reduces (Value $000, Stocks/ETFs)
IGM -25,778 -100.0%
MSFT -23,626 -28.2%
TXN -23,498 -93.1%
AVGO -16,574 -28.0%
META -14,804 -20.0%
NVDA -14,028 -9.5%
AMD -13,992 -25.8%
ISRG -13,044 -69.5%
QUAL -12,114 -36.8%
HON -11,162 -95.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 28,018 (0.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type