SteelPeak Wealth, LLC
All 13F Filings
- Location
- Woodland Hills, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,862,769
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 643 | 3,862,769 | 13F-HR | SteelPeak Wealth, LLC |
| Q1 2026 | 5/5/2026 | 575 | 3,274,609 | 13F-HR | SteelPeak Wealth, LLC |
| Q4 2025 | 1/20/2026 | 534 | 3,068,766 | 13F-HR | SteelPeak Wealth, LLC |
| Q3 2025 | 10/21/2025 | 579 | 3,002,776 | 13F-HR | SteelPeak Wealth, LLC |
| Q2 2025 | 7/23/2025 | 565 | 2,588,027 | 13F-HR | SteelPeak Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
58.14 K
(1.5% of total reported value)
· QoQ Δ:
-26.34 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.65 M | 69.8% | 476.6 K | 0 | 476.6 K |
| ETFs | 1.146 M | 30.2% | 137.8 K | 0 | 137.8 K |
| Debt | 2.699 K | 0.1% | 1.297 K | 0 | 1.297 K |
| Other | 7 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
3,862,769
Holdings
643
QoQ value change ($000)
588,160
(18.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.