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
$72.2B
$1.85 Million 0.07% of portfolio
8,256
Q2 2025 Added 2.51%
$97.1B
$1.56 Million 0.06% of portfolio
17,046
Q2 2025 Reduced 40.86%
$6.41B
$1.46 Million 0.06% of portfolio
10,085
Q2 2025 New
$11.7B
$1.5 Million 0.06% of portfolio
9,094
Q2 2025 Added 36.0%
$758B
$1.49 Million 0.06% of portfolio
6,825
Q2 2025 Reduced 36.07%
$210B
$1.56 Million 0.06% of portfolio
4,453
Q2 2025 Added 63.47%
$81.6B
$1.39 Million 0.06% of portfolio
6,513
Q2 2025 Added 6.75%
$452B
$1.46 Million 0.06% of portfolio
2
Q1 2025 New
$0
$1.38 Million 0.06% of portfolio
12,568
Q2 2025 Reduced 11.47%
$4.28B
$1.43 Million 0.06% of portfolio
25,100
Q2 2025 Reduced 0.08%
$8.46B
$1.5 Million 0.06% of portfolio
8,581
Q2 2025 Added 29.72%
$11.1B
$1.5 Million 0.06% of portfolio
8,013
Q2 2025 Added 21.08%
$1.66B
$1.39 Million 0.06% of portfolio
19,776
Q1 2025 Reduced 5.27%
$31B
$1.52 Million 0.06% of portfolio
2,842
Q2 2025 Added 36.9%
$0
$1.51 Million 0.06% of portfolio
3,446
Q2 2025 Reduced 31.88%
$36.7B
$1.46 Million 0.06% of portfolio
11,901
Q2 2025 Added 3.47%
$32.5B
$1.2 Million 0.05% of portfolio
7,104
Q2 2025 Added 1.41%
$0
$1.26 Million 0.05% of portfolio
14,887
Q2 2025 Reduced 15.99%
$44.7B
$1.13 Million 0.05% of portfolio
26,011
Q2 2025 New
$68B
$1.26 Million 0.05% of portfolio
40,621
Q2 2025 Added 13.84%
$58.9B
$1.3 Million 0.05% of portfolio
10,051
Q2 2025 Added 65.91%
$1.31B
$1.28 Million 0.05% of portfolio
55,795
Q1 2025 New
$0
$1.19 Million 0.05% of portfolio
6,727
Q2 2025 Reduced 31.83%
$186B
$1.37 Million 0.05% of portfolio
1,334
Q2 2025 Reduced 37.98%
$62.2B
$1.13 Million 0.05% of portfolio
13,272
Q2 2025 Added 137.13%
$60.9B
$1.28 Million 0.05% of portfolio
12,701
Q2 2025 Reduced 72.16%
$84.5B
$1.34 Million 0.05% of portfolio
4,916
Q2 2025 Reduced 62.94%
$16B
$1.27 Million 0.05% of portfolio
22,030
Q2 2025 Added 506.55%
$0
$1.34 Million 0.05% of portfolio
60,837
Q1 2025 Reduced 75.44%
$11.5B
$1.13 Million 0.05% of portfolio
24,262
Q2 2025 Reduced 21.6%
$6.31B
$1.27 Million 0.05% of portfolio
24,079
Q2 2025 Reduced 2.86%
$16.1B
$1.24 Million 0.05% of portfolio
46,728
Q2 2025 Added 249.11%
$0
$1.32 Million 0.05% of portfolio
11,706
Q2 2025 Added 234.36%
$9.24B
$1.04 Million 0.04% of portfolio
13,319
Q2 2025 Added 0.07%
$5.16B
$892,000 0.04% of portfolio
5,800
Q2 2025 Reduced 22.54%
$16.7B
$936,000 0.04% of portfolio
16,711
Q2 2025 Added 0.02%
$37.5B
$908,000 0.04% of portfolio
15,772
Q2 2025 New
$96.4B
$1.12 Million 0.04% of portfolio
3,641
Q2 2025 Added 14.6%
$0
$880,000 0.04% of portfolio
10,994
Q2 2025 Reduced 7.02%
$0
$940,000 0.04% of portfolio
107,434
Q2 2025 Reduced 4.88%
$56.1B
$915,000 0.04% of portfolio
2,808
Q2 2025 Added 2.97%
$41.8B
$1.12 Million 0.04% of portfolio
10,858
Q2 2025 Reduced 10.58%
$0
$899,000 0.04% of portfolio
41,491
Q2 2025 Added 26.15%
$159B
$1.1 Million 0.04% of portfolio
2,086
Q2 2025 Reduced 16.02%
$11.8B
$897,000 0.04% of portfolio
20,270
Q2 2025 Added 32.74%
$27.5B
$888,000 0.04% of portfolio
1,734
Q2 2025 Added 2.24%
$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%

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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