Steel Peak Wealth Management LLC Portfolio Holdings

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025

Steel Peak Wealth Management LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.49 Billion distributed in 565 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $163M, Nvidia Corp with a value of $105M, Amazon Com Inc with a value of $85.1M, Microsoft Corp with a value of $69.8M, and Invesco Qqq Trust, Series 1 with a value of $68.5M.

Examining the 13F form we can see an increase of $134M in the current position value, from $2.36B to 2.49B.

Below you can find more details about Steel Peak Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.49 Billion
ETFs: $789 Million
Technology: $677 Million
Communication Services: $263 Million
Consumer Cyclical: $184 Million
Healthcare: $182 Million
Financial Services: $114 Million
Consumer Defensive: $92.9 Million
Industrials: $81.7 Million
Other: $111 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.65 Million 0.11% of portfolio
82,955
Q2 2025 Reduced 7.21%
$0
$2.47 Million 0.1% of portfolio
30,368
Q2 2025 New
$0
$2.38 Million 0.1% of portfolio
41,813
Q2 2025 Reduced 1.62%
$0
$2.26 Million 0.09% of portfolio
41,628
Q2 2025 Added 2.98%
$0
$2.23 Million 0.09% of portfolio
7,995
Q2 2025 Reduced 6.02%
$0
$2.13 Million 0.09% of portfolio
33,933
Q2 2025 Reduced 9.85%
$0
$2.28 Million 0.09% of portfolio
12,497
Q2 2025 Added 14.48%
$0
$2.18 Million 0.09% of portfolio
51,325
Q2 2025 Added 957.81%
$0
$2.3 Million 0.09% of portfolio
3,466
Q2 2025 Reduced 95.26%
$0
$2.05 Million 0.08% of portfolio
40,396
Q2 2025 Added 10.13%
$0
$1.92 Million 0.08% of portfolio
17,676
Q2 2025 Reduced 75.92%
$0
$1.69 Million 0.07% of portfolio
16,800
Q2 2025 Reduced 11.59%
$0
$1.66 Million 0.07% of portfolio
12,341
Q2 2025 Reduced 17.53%
$0
$1.63 Million 0.07% of portfolio
18,099
Q2 2025 Reduced 42.12%
$0
$1.67 Million 0.07% of portfolio
22,982
Q2 2025 Reduced 0.94%
$0
$1.77 Million 0.07% of portfolio
44,836
Q2 2025 Reduced 2.24%
$0
$1.51 Million 0.06% of portfolio
3,446
Q2 2025 Reduced 31.88%
$0
$1.26 Million 0.05% of portfolio
14,887
Q2 2025 Reduced 15.99%
$0
$1.19 Million 0.05% of portfolio
6,727
Q2 2025 Reduced 31.83%
$0
$1.34 Million 0.05% of portfolio
60,837
Q1 2025 Reduced 75.44%
$0
$1.32 Million 0.05% of portfolio
11,706
Q2 2025 Added 234.36%
$0
$880,000 0.04% of portfolio
10,994
Q2 2025 Reduced 7.02%
$0
$899,000 0.04% of portfolio
41,491
Q2 2025 Added 26.15%
$0
$881,000 0.04% of portfolio
17,540
Q2 2025 Added 1.81%
$0
$1.09 Million 0.04% of portfolio
5,989
Q2 2025 Reduced 2.04%
$0
$921,000 0.04% of portfolio
12,290
Q2 2025 Added 0.52%
$0
$874,000 0.04% of portfolio
12,277
Q2 2025 Reduced 2.22%
$0
$885,000 0.04% of portfolio
49,747
Q2 2025 Reduced 6.92%
$0
$971,000 0.04% of portfolio
30,550
Q2 2025 Reduced 0.97%
$123B
$949,000 0.04% of portfolio
3,114
Q2 2025 Reduced 5.75%
$0
$971,000 0.04% of portfolio
23,907
Q2 2025 Added 3.6%
$0
$913,000 0.04% of portfolio
14,728
Q2 2025 Reduced 2.02%
$0
$978,000 0.04% of portfolio
20,583
Q2 2025 Reduced 55.48%
$0
$849,000 0.03% of portfolio
17,065
Q2 2025 Reduced 8.38%
$0
$640,000 0.03% of portfolio
4,605
Q2 2025 Added 10.25%
$0
$830,000 0.03% of portfolio
9,212
Q2 2025 Added 6.42%
$0
$851,000 0.03% of portfolio
12,121
Q2 2025 Reduced 40.7%
$0
$867,000 0.03% of portfolio
8,880
Q4 2023 Reduced 34.61%
$0
$873,000 0.03% of portfolio
20,857
Q2 2025 New
$0
$745,000 0.03% of portfolio
8,127
Q2 2025 Added 172.81%
$0
$695,000 0.03% of portfolio
15,115
Q2 2025 Added 0.03%
$0
$809,000 0.03% of portfolio
45,225
Q2 2025 Added 12.01%
$0
$704,000 0.03% of portfolio
17,513
Q2 2025 Reduced 24.29%
$0
$658,000 0.03% of portfolio
6,026
Q2 2025 Added 0.89%
$0
$832,000 0.03% of portfolio
24,126
Q2 2025 New
$0
$665,000 0.03% of portfolio
14,608
Q2 2025 Added 9.1%
$0
$832,000 0.03% of portfolio
17,283
Q2 2025 Reduced 88.66%
$0
$756,000 0.03% of portfolio
5,977
Q2 2025 Reduced 2.11%
$0
$873,000 0.03% of portfolio
18,399
Q2 2025 Reduced 49.81%

Summary

  • Portfolio
  • No. of Stocks 565
  • Current Value $2.49 Billion
  • Prior Value $2.36 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 88 stocks
  • Additional Purchases 189 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
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