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
$18.2B
$2.5 Million 0.1% of portfolio
34,064
Q2 2025 New
$26.3B
$2.48 Million 0.1% of portfolio
101,467
Q2 2025 Added 1,117.36%
$66.1B
$2.55 Million 0.1% of portfolio
9,047
Q2 2025 New
$0
$2.47 Million 0.1% of portfolio
30,368
Q2 2025 New
$533B
$2.43 Million 0.1% of portfolio
4,318
Q2 2025 Reduced 14.51%
$27.6B
$2.41 Million 0.1% of portfolio
20,628
Q2 2025 New
$0
$2.38 Million 0.1% of portfolio
41,813
Q2 2025 Reduced 1.62%
$220B
$2.51 Million 0.1% of portfolio
18,445
Q2 2025 Added 21.35%
$20.4B
$2.43 Million 0.1% of portfolio
54,462
Q2 2025 New
$145B
$2.39 Million 0.1% of portfolio
8,950
Q2 2025 Added 18.0%
$0
$2.26 Million 0.09% of portfolio
41,628
Q2 2025 Added 2.98%
$260B
$2.21 Million 0.09% of portfolio
22,566
Q2 2025 Added 9.63%
$0
$2.23 Million 0.09% of portfolio
7,995
Q2 2025 Reduced 6.02%
$101B
$2.33 Million 0.09% of portfolio
6,086
Q2 2025 New
$58.9B
$2.23 Million 0.09% of portfolio
10,890
Q2 2025 Reduced 23.22%
$283B
$2.25 Million 0.09% of portfolio
8,735
Q2 2025 Added 202.25%
$0
$2.28 Million 0.09% of portfolio
12,497
Q2 2025 Added 14.48%
$17.7B
$2.13 Million 0.09% of portfolio
7,804
Q2 2025 New
$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%
$13.3B
$2.12 Million 0.08% of portfolio
7,664
Q2 2025 Added 36.88%
$53.9B
$1.99 Million 0.08% of portfolio
10,184
Q2 2025 Added 1.01%
$76.2B
$1.97 Million 0.08% of portfolio
10,602
Q2 2025 Added 15.64%
$229B
$2.12 Million 0.08% of portfolio
366
Q2 2025 Reduced 85.07%
$93.2B
$2.09 Million 0.08% of portfolio
9,122
Q2 2025 Added 1.4%
$15.6B
$2.05 Million 0.08% of portfolio
14,957
Q2 2025 Added 1.82%
$0
$2.05 Million 0.08% of portfolio
40,396
Q2 2025 Added 10.13%
$221B
$1.91 Million 0.08% of portfolio
15,407
Q2 2025 Reduced 2.26%
$14.3B
$2 Million 0.08% of portfolio
92,997
Q2 2025 New
$141B
$1.89 Million 0.08% of portfolio
8,529
Q2 2025 Reduced 2.91%
$102B
$2.1 Million 0.08% of portfolio
2,864
Q2 2025 Added 3.36%
$0
$1.92 Million 0.08% of portfolio
17,676
Q2 2025 Reduced 75.92%
$31.4B
$1.78 Million 0.07% of portfolio
28,472
Q2 2025 New
$131B
$1.7 Million 0.07% of portfolio
2,215
Q2 2025 Added 82.91%
$22.4B
$1.65 Million 0.07% of portfolio
45,960
Q2 2025 Reduced 1.4%
$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%
$21.3B
$1.7 Million 0.07% of portfolio
26,568
Q2 2025 Added 10.9%
$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%
$19B
$1.76 Million 0.07% of portfolio
3,275
Q2 2025 Added 31.0%
$153B
$1.71 Million 0.07% of portfolio
3,358
Q2 2025 Reduced 60.44%
$5.65B
$1.85 Million 0.07% of portfolio
33,361
Q2 2025 Added 258.84%
$54.8B
$1.62 Million 0.07% of portfolio
2,155
Q2 2025 Added 0.05%
$19.2B
$1.66 Million 0.07% of portfolio
10,000
Q2 2025 Reduced 9.26%
$108B
$1.72 Million 0.07% of portfolio
3,712
Q2 2025 Reduced 54.74%
$264B
$1.76 Million 0.07% of portfolio
6,440
Q2 2025 Reduced 70.27%
$2.86B
$1.82 Million 0.07% of portfolio
8,273
Q2 2025 Added 21.47%
$0
$1.77 Million 0.07% of portfolio
44,836
Q2 2025 Reduced 2.24%

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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