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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$252B
$4.41 Million 0.18% of portfolio
11,354
Q2 2025 Reduced 18.92%
$65.4B
$4.18 Million 0.17% of portfolio
35,077
Q2 2025 Added 5.16%
$88.1B
$4.32 Million 0.17% of portfolio
47,364
Q2 2025 Added 1,270.49%
$0
$4.15 Million 0.17% of portfolio
180,386
Q2 2025 Reduced 0.41%
$95.9B
$4.23 Million 0.17% of portfolio
91,354
Q2 2025 Reduced 47.4%
$59.7B
$4 Million 0.16% of portfolio
46,697
Q2 2025 Added 32.7%
$0
$3.9 Million 0.16% of portfolio
37,928
Q2 2025 New
$96.1B
$4.09 Million 0.16% of portfolio
24,639
Q2 2025 Added 94.13%
$93.8B
$3.91 Million 0.16% of portfolio
7,825
Q2 2025 Added 184.55%
$0
$3.97 Million 0.16% of portfolio
81,301
Q2 2025 Added 2.42%
$32.8B
$3.9 Million 0.16% of portfolio
73,861
Q2 2025 New
$826M
$3.88 Million 0.16% of portfolio
450,000
Q4 2024 Reduced 10.0%
$129B
$3.67 Million 0.15% of portfolio
17,527
Q2 2025 Reduced 55.39%
$0
$3.5 Million 0.14% of portfolio
6,167
Q2 2025 Added 9.66%
$269B
$3.47 Million 0.14% of portfolio
24,667
Q2 2025 Reduced 59.64%
$0
$3.46 Million 0.14% of portfolio
41,538
Q2 2025 Added 1.89%
$0
$3.34 Million 0.13% of portfolio
59,865
Q2 2025 Added 7.95%
$318B
$3.22 Million 0.13% of portfolio
40,171
Q2 2025 Added 333.58%
$25.8B
$3.32 Million 0.13% of portfolio
21,049
Q2 2025 Reduced 2.38%
$323B
$3.14 Million 0.13% of portfolio
10,070
Q2 2025 Added 68.7%
$0
$3.13 Million 0.13% of portfolio
10,304
Q2 2025 Reduced 72.17%
$0
$3 Million 0.12% of portfolio
61,110
Q2 2025 Added 3.36%
$32.7B
$3.01 Million 0.12% of portfolio
34,768
Q2 2025 Added 11.93%
$0
$3.07 Million 0.12% of portfolio
26,115
Q1 2025 Added 2.37%
$120B
$2.95 Million 0.12% of portfolio
31,466
Q2 2025 Added 7.58%
$0
$3.05 Million 0.12% of portfolio
29,166
Q2 2025 Reduced 5.15%
$0
$2.87 Million 0.11% of portfolio
50,266
Q2 2025 Added 359.3%
$7.87B
$2.64 Million 0.11% of portfolio
9,267
Q2 2025 Reduced 39.08%
$0
$2.71 Million 0.11% of portfolio
60,732
Q2 2025 Added 2.92%
$0
$2.76 Million 0.11% of portfolio
123,104
Q2 2025 Added 6.52%
$0
$2.68 Million 0.11% of portfolio
53,888
Q2 2025 Added 4.28%
$0
$2.66 Million 0.11% of portfolio
55,541
Q2 2025 Added 1.55%
$37.6B
$2.68 Million 0.11% of portfolio
17,729
Q2 2025 New
$0
$2.82 Million 0.11% of portfolio
26,480
Q2 2025 Reduced 4.92%
$0
$2.81 Million 0.11% of portfolio
120,397
Q2 2025 Added 6.84%
$70.6B
$2.8 Million 0.11% of portfolio
26,567
Q2 2025 Added 41.78%
$10.5B
$2.82 Million 0.11% of portfolio
38,226
Q2 2025 New
$0
$2.72 Million 0.11% of portfolio
59,887
Q2 2025 Added 2.57%
$108B
$2.77 Million 0.11% of portfolio
8,587
Q2 2025 New
$0
$2.65 Million 0.11% of portfolio
82,955
Q2 2025 Reduced 7.21%
$65.7B
$2.69 Million 0.11% of portfolio
33,475
Q2 2025 Reduced 21.01%
$23.3B
$2.74 Million 0.11% of portfolio
23,987
Q2 2025 New
$120B
$2.87 Million 0.11% of portfolio
31,941
Q2 2025 Added 665.6%
$48.8B
$2.74 Million 0.11% of portfolio
71,437
Q2 2025 New
$21.1B
$2.8 Million 0.11% of portfolio
28,296
Q2 2025 Reduced 16.44%
$34.7B
$2.55 Million 0.1% of portfolio
32,686
Q2 2025 New
$27B
$2.41 Million 0.1% of portfolio
11,856
Q2 2025 Added 8.36%
$66.9B
$2.6 Million 0.1% of portfolio
44,709
Q2 2025 New
$414B
$2.49 Million 0.1% of portfolio
52,628
Q2 2025 Reduced 11.83%

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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