SteelPeak Wealth, LLC
All 13F Filings
- Location
- Woodland Hills, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 3,068,766
- 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 |
|---|---|---|---|---|---|
| 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):
28.02 K
(0.9% of total reported value)
· QoQ Δ:
+998
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.481 M | 81.8% | 27.56 K | 0 | 27.56 K |
| ETFs | 493.7 K | 16.3% | 36.13 K | 0 | 36.13 K |
| Debt | 741 | 0.0% | 0 | 71 | -71 |
| Other | 57.04 K | 1.9% | 1.324 K | 0 | 1.324 K |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
3,068,766
Holdings
534
QoQ value change ($000)
65,990
(2.2%)
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.