Institutional Fund
Steelpeak Wealth, LLC
Woodland Hills, CACIK 18018685 filings on record
Portfolio Value
$3.19B
Q1 2026
Holdings
527
Reported positions
New Buys
111
Opened this quarter
QoQ Change
+4.9%
from $3.04B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.0%
- Nvidia Corporation4.9%
- Amazon Com Inc3.5%
- Spdr S&P 500 ETF Tr3.1%
- Alphabet Inc2.9%
- Invesco Qqq Tr2.6%
- Other74.9%
Portfolio Holdings
527 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 1.01M | $255.86M | 8.0% | +174.7K | Added |
| 2 | Nvidia Corporation | 896.5K | $156.36M | 4.9% | +179.0K | Added |
| 3 | Amazon Com Inc | 534.4K | $111.30M | 3.5% | +85.6K | Added |
| 4 | Spdr S&P 500 ETF Tr | 149.7K | $97.59M | 3.1% | +24.7K | Added |
| 5 | Alphabet Inc | 327.0K | $94.03M | 2.9% | +17.9K | Added |
| 6 | Invesco Qqq Tr | 146.1K | $84.33M | 2.6% | −14.5K | Reduced |
| 7 | Tesla Inc | 187.4K | $69.68M | 2.2% | +46.4K | Added |
| 8 | Microsoft Corp | 177.8K | $65.81M | 2.1% | +53.3K | Added |
| 9 | Ishares Tr | 96.1K | $62.77M | 2.0% | +35.1K | Added |
| 10 | Meta Platforms Inc | 107.6K | $61.57M | 1.9% | +17.7K | Added |
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