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
$0
$874,000 0.04% of portfolio
12,277
Q2 2025 Reduced 2.22%
$0
$1.08 Million 0.04% of portfolio
49,184
Q2 2025 Added 3.63%
$0
$885,000 0.04% of portfolio
49,747
Q2 2025 Reduced 6.92%
$68.4B
$931,000 0.04% of portfolio
20,575
Q2 2025 Reduced 89.61%
$10.2B
$1.06 Million 0.04% of portfolio
55,944
Q2 2025 New
$1.25T
$932,000 0.04% of portfolio
4,115
Q2 2025 Reduced 59.91%
$10.2B
$959,000 0.04% of portfolio
39,182
Q2 2025 New
$0
$971,000 0.04% of portfolio
30,550
Q2 2025 Reduced 0.97%
$230B
$976,000 0.04% of portfolio
3,062
Q2 2025 Reduced 15.88%
$107B
$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%
$2.7B
$878,000 0.04% of portfolio
5,250
Q2 2023 New
$0
$978,000 0.04% of portfolio
20,583
Q2 2025 Reduced 55.48%
$46.9B
$801,000 0.03% of portfolio
10,252
Q2 2025 Added 0.09%
$0
$849,000 0.03% of portfolio
17,065
Q2 2025 Reduced 8.38%
$51.8B
$643,000 0.03% of portfolio
3,691
Q2 2025 Added 7.61%
$20B
$828,000 0.03% of portfolio
1,843
Q2 2025 New
$0
$640,000 0.03% of portfolio
4,605
Q2 2025 Added 10.25%
$3.78B
$764,000 0.03% of portfolio
3,399
Q2 2025 Reduced 1.82%
$0
$830,000 0.03% of portfolio
9,212
Q2 2025 Added 6.42%
$64.4B
$689,000 0.03% of portfolio
6,557
Q2 2025 Reduced 21.44%
$1.14B
$856,000 0.03% of portfolio
49,354
Q2 2025 New
$33.5B
$653,000 0.03% of portfolio
894
Q2 2025 Reduced 44.26%
$0
$851,000 0.03% of portfolio
12,121
Q2 2025 Reduced 40.7%
$7.82B
$675,000 0.03% of portfolio
9,412
Q2 2025 Reduced 21.37%
$5.27B
$703,000 0.03% of portfolio
52,525
Q2 2025 Added 17.28%
$30.1B
$787,000 0.03% of portfolio
3,036
Q2 2025 New
$0
$867,000 0.03% of portfolio
8,880
Q4 2023 Reduced 34.61%
$32.2B
$816,000 0.03% of portfolio
25,054
Q2 2025 Reduced 4.97%
$8.48B
$684,000 0.03% of portfolio
4,067
Q2 2025 Reduced 0.07%
$93.7B
$648,000 0.03% of portfolio
928
Q2 2025 Reduced 3.13%
$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%
$5.99B
$821,000 0.03% of portfolio
19,932
Q2 2025 Added 64.33%
$0
$704,000 0.03% of portfolio
17,513
Q2 2025 Reduced 24.29%
$29.3B
$650,000 0.03% of portfolio
8,174
Q2 2025 Reduced 49.41%
$14.5B
$802,000 0.03% of portfolio
87,346
Q2 2025 Reduced 3.89%
$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
$321B
$824,000 0.03% of portfolio
7,269
Q2 2025 New
$0
$665,000 0.03% of portfolio
14,608
Q2 2025 Added 9.1%
$56.2B
$829,000 0.03% of portfolio
2,366
Q2 2025 Reduced 55.07%
$103B
$839,000 0.03% of portfolio
9,139
Q2 2025 Added 26.98%
$35.3B
$819,000 0.03% of portfolio
31,723
Q2 2025 Added 0.89%
$27.8B
$845,000 0.03% of portfolio
3,820
Q2 2025 New
$0
$832,000 0.03% of portfolio
17,283
Q2 2025 Reduced 88.66%

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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