Steelhead Wealth Management LLC
All 13F Filings
- Location
- Glen Allen, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 248,390
- 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 | 8/13/2026 | 96 | 248,390 | 13F-HR | Steelhead Wealth Management LLC |
| Q1 2026 | 6/15/2026 | 84 | 197,256 | 13F-HR | Steelhead Wealth Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.74 K | 7.1% | 4.433 K | 0 | 4.433 K |
| ETFs | 227.4 K | 91.5% | 47.55 K | 0 | 47.55 K |
| Debt | 3.246 K | 1.3% | 0 | 851 | -851 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
248,390
Holdings
96
QoQ value change ($000)
51,134
(25.9%)
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.