SteelPeak Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Woodland Hills, CA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
702
Total value ($000)
$4,067,892
Net value change ($000)
+205,123 (5.3%)
New positions
135
Sold out positions
79
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 68,259 36.8%
PANW 32,034 441.9%
CSCO 31,259 226.8%
FTEC 24,686 2516.4%
AMZN 22,924 19.6%
PLTR 22,518 193.4%
SPACE EXPLORATION TECHN CORP 21,945 3434.3%
MRVL 21,936 67.2%
GOOGL 17,858 17.7%
VGT 17,526 718.9%
Top Reduces (Value $000, Stocks/ETFs)
TMUS -28,188 -97.8%
LRCX -22,188 -37.0%
AMAT -18,407 -30.2%
INTC -18,033 -22.3%
AMGN -17,718 -25.9%
BTC -15,201 -100.0%
BKNG -15,017 -97.8%
NFLX -14,910 -28.4%
ADI -14,326 -95.8%
REGN -13,680 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 120,078 (3.0% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type