SteelPeak Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Woodland Hills, CA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
575
Total value ($000)
$3,274,609
Net value change ($000)
+205,843 (6.7%)
New positions
111
Sold out positions
77
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AAPL 29,288 12.9%
NVDA 22,547 16.8%
IVV 21,014 50.3%
ISRG 20,035 349.2%
AMAT 18,480 117.1%
CSCO 18,296 85.4%
GOVT 17,737 345.6%
GILD 17,450 NEW
EFG 15,042 6267.5%
NAGE 14,875 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQE -56,569 -99.4%
MGV -42,971 -100.0%
OEF -28,059 -98.3%
FTEC -23,477 -97.0%
QQQ -14,339 -14.5%
QCOM -14,085 -48.6%
MU -11,550 -26.1%
INTU -11,542 -69.7%
DYNF -11,474 -28.1%
HDV -10,554 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 84,478 (2.6% 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