Q3 2026 13F · SEC CIK 1801868

SteelPeak Wealth, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.9B
Reported positions: 652
Top holdings a year, 3 yrs: +24.0%
Assets under management: $4.1B

SteelPeak Wealth, LLC is a wealth manager that reported 652 positions worth $3.9B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Apple Inc (AAPL, 7.1%), Nvidia Corporation (NVDA, 6.4%), Amazon Com Inc (AMZN, 3.5%). A portfolio copying its top holdings returned 24.0% a year over the last 3 years, against 20.4% for the S&P 500.

SteelPeak Wealth, LLC holdings largest 50 of 652 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SteelPeak Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	7.1%	7.2%	844,670	-11.4%	$281.3M
NVDANvidia Corporation	6.4%	4.9%	1,110,168	+19.7%	$253.8M
AMZNAmazon Com Inc	3.5%	3.1%	561,153	+14.4%	$139.8M
GOOGLAlphabet Inc	3.0%	2.6%	344,425	+22.3%	$118.5M
QQQInvesco Qqq Tr	2.8%	2.8%	147,039	+2.8%	$108.9M
IVVIshares Tr	2.7%	3.0%	141,253	-5.8%	$108.2M
SPYState Str Spdr S&p 500 ETF T	2.6%	2.5%	133,090	+4.6%	$101.7M
TSLATesla Inc	2.5%	2.3%	277,241	+35.9%	$98.4M
MSFTMicrosoft Corp	2.1%	1.9%	163,302	-16.3%	$83.8M
METAMeta Platforms Inc	2.1%	1.8%	115,390	-3.5%	$83.7M
AMDAdvanced Micro Devices Inc	2.1%	2.1%	134,112	-1.2%	$82.0M
MUMicron Technology Inc	1.9%	1.6%	68,919	+28.0%	$73.4M
INTCIntel Corp	1.6%	2.1%	523,665	-9.7%	$63.0M
AVGOBroadcom Inc	1.5%	1.6%	166,331	+2.1%	$58.4M
IUSBIshares Tr	1.4%	1.7%	1,291,212	-6.2%	$56.9M
MRVLMarvell Technology Inc	1.4%	0.9%	206,534	+88.5%	$54.6M
AMGNAmgen Inc	1.3%	1.8%	120,157	-36.4%	$50.6M
CSCOCisco Sys Inc	1.1%	—	418,477	—	$45.0M
AMATApplied Matls Inc	1.1%	1.6%	83,245	-1.3%	$42.6M
PANWPalo Alto Networks Inc	1.0%	—	98,873	—	$39.3M
LRCXLam Research Corp	1.0%	1.6%	114,672	-17.0%	$37.7M
NFLXNetflix Inc.	1.0%	1.4%	540,855	-26.5%	$37.6M
GOOGAlphabet Inc	0.9%	0.8%	102,753	+25.2%	$35.0M
IVWIshares Tr	0.9%	0.9%	245,756	-4.6%	$35.0M
PLTRPalantir Technologies Inc	0.9%	—	182,621	—	$34.2M
IWMIshares Tr	0.8%	0.8%	120,312	+24.3%	$33.4M
DYNFBlackrock ETF Trust	0.8%	0.9%	467,923	-7.8%	$32.4M
DIASpdr Dow Jones Indl Average	0.8%	0.8%	62,940	+14.0%	$32.1M
TXNTexas Instrs Inc	0.7%	0.8%	98,949	-8.2%	$27.7M
IVEIshares Tr	0.7%	0.8%	120,154	-8.7%	$27.4M
QCOMQualcomm Inc	0.7%	0.6%	144,791	+20.4%	$26.6M
KLACKla Corp	0.7%	0.6%	134,252	+79.9%	$26.2M
FTECFidelity Covington Trust	0.7%	—	85,540	—	$25.7M
MTUMIshares Tr	0.6%	0.6%	75,144	+5.5%	$23.8M
IEMGIshares Inc	0.6%	0.6%	285,456	-0.6%	$23.2M
JPMJpmorgan Chase & Co	0.6%	—	69,270	—	$22.9M
SPCXSpace Exploration Techn Corp	0.6%	—	149,700	—	$22.6M
GOVTIshares Tr	0.5%	0.6%	959,390	-8.7%	$21.0M
VGTVanguard World Fd	0.5%	—	158,861	—	$20.0M
RIORio Tinto PLC	0.5%	0.5%	191,198	-0.0%	$18.0M
SNDKSandisk Corp	0.5%	—	10,296	—	$17.9M
IBMInternational Business Machs	0.4%	—	79,239	—	$17.4M
MBBIshares Tr	0.4%	0.5%	192,869	-7.0%	$17.3M
EFAIshares Tr	0.4%	0.5%	164,738	-2.3%	$17.1M
UNHUnitedhealth Group Inc	0.4%	—	45,834	—	$16.8M
BAIBlackrock ETF Trust	0.4%	0.5%	355,106	+5.9%	$16.8M
EFGIshares Tr	0.4%	0.5%	138,944	-4.2%	$16.6M
PGProcter & Gamble Co	0.4%	—	114,235	—	$16.6M
VTIVanguard Index Fds	0.4%	0.6%	42,458	-29.8%	$15.9M
ASTHAstrana Health Inc	0.4%	0.6%	435,144	-6.4%	$15.5M

What SteelPeak Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.7% /yr; S&P 500 +20.1%
3 years: +24.0% /yr; S&P 500 +20.4%
5 years: +13.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$3.9B	652
Q2 2026	$3.8B	596
Q1 2026	$3.2B	527
Q4 2025	$3.0B	493
Q3 2025	$3.0B	537
Q2 2025	$2.6B	505
Q1 2025	$2.4B	485
Q4 2024	$2.4B	479
Q3 2024	$2.3B	454
Q2 2024	$2.1B	448
Q1 2024	$2.0B	419
Q4 2023	$1.7B	389

Questions about SteelPeak Wealth, LLC's portfolio

What stocks does SteelPeak Wealth, LLC own?

SteelPeak Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 652 positions worth $3.9B. The largest are Apple Inc (AAPL) at 7.1%, Nvidia Corporation (NVDA) at 6.4%, Amazon Com Inc (AMZN) at 3.5%, Alphabet Inc (GOOGL) at 3.0% and Invesco Qqq Tr (QQQ) at 2.8%.

What did SteelPeak Wealth, LLC buy last quarter?

In Q3 2026, SteelPeak Wealth, LLC added Marvell Technology Inc (MRVL) (+88.5% shares), Kla Corp (KLAC) (+79.9% shares) and Tesla Inc (TSLA) (+35.9% shares), compared with its Q2 2026 filing.

What did SteelPeak Wealth, LLC sell last quarter?

In Q3 2026, SteelPeak Wealth, LLC cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Merck & Co Inc (MRK), cut from its top 50 Select Sector Spdr Tr (XLK), Amgen Inc (AMGN) (-36.4% shares), Vanguard Index Fds (VTI) (-29.8% shares) and Netflix Inc. (NFLX) (-26.5% shares), compared with its Q2 2026 filing.

How has SteelPeak Wealth, LLC's portfolio performed?

A portfolio copying SteelPeak Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.7% against +20.1%. Over 5 years: +13.6% a year against +11.6%.

When is SteelPeak Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. SteelPeak Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does SteelPeak Wealth, LLC manage?

SteelPeak Wealth, LLC reported $4.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.9B.