SteelPeak Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Woodland Hills, CA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
643
Total value ($000)
$3,862,769
Net value change ($000)
+588,160 (18.0%)
New positions
128
Sold out positions
59
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 49,572 79.0%
INTC 48,768 151.3%
AMD 30,479 63.0%
MU 29,476 90.2%
NVDA 29,191 18.7%
LRCX 29,092 94.4%
AMAT 26,715 78.0%
AVGO 23,099 60.1%
QQQ 21,154 25.1%
AMGN 20,568 43.0%
Top Reduces (Value $000, Stocks/ETFs)
CSCO -25,947 -65.3%
GILD -17,135 -98.2%
PLTR -15,937 -57.8%
EFV -14,686 -60.3%
XLU -11,567 -100.0%
XOM -11,493 -100.0%
LIN -11,117 -91.2%
XLC -11,014 -100.0%
APP -10,756 -92.6%
IAGG -10,587 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 58,135 (1.5% 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