EdgeMarket › What Steelpeak Wealth, Llc reported owning
What Steelpeak Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.3BPositions
575Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 255.9M | 7.8% | 1.0M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 156.4M | 4.8% | 896.5K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 111.3M | 3.4% | 534.4K | 258.63 | +15.6% |
| SPY SPDR S&P 500 ETF TRUST | 97.6M | 3.0% | 149.7K | 765.72 | +20.0% |
| GOOGL Alphabet Inc. | 94.0M | 2.9% | 327.0K | 344.82 | +73.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 84.3M | 2.6% | 146.1K | 713.44 | +26.1% |
| TSLA Tesla, Inc. | 69.7M | 2.1% | 187.4K | 362.86 | +12.0% |
| MSFT MICROSOFT CORP | 65.8M | 2.0% | 177.8K | 483.24 | -4.4% |
| IVV iShares Core S&P 500 ETF | 62.8M | 1.9% | 96.1K | 769.31 | +20.0% |
| META Meta Platforms, Inc. | 61.6M | 1.9% | 107.6K | 549.90 | -26.5% |
| IUSB iShares Core Universal USD Bond ETF | 50.4M | 1.5% | 1.1M | 45.43 | -1.7% |
| AMD ADVANCED MICRO DEVICES INC | 48.3M | 1.5% | 237.6K | 473.25 | +186.5% |
| AMGN AMGEN INC | 47.8M | 1.5% | 135.8K | 439.33 | +48.2% |
| CSCO CISCO SYSTEMS, INC. | 39.7M | 1.2% | 512.0K | 111.04 | +65.5% |
| AVGO Broadcom Inc. | 38.4M | 1.2% | 124.1K | 368.45 | +26.5% |
| NFLX NETFLIX INC | 36.9M | 1.1% | 383.4K | 79.59 | -34.4% |
| IVE iShares S&P 500 Value ETF | 35.0M | 1.1% | 165.9K | 237.24 | +17.6% |
| AMAT APPLIED MATERIALS INC /DE | 34.3M | 1.0% | 100.2K | 492.32 | +205.9% |
| MU MICRON TECHNOLOGY INC | 32.7M | 1.0% | 96.6K | 966.78 | +724.8% |
| INTC INTEL CORP | 32.2M | 1.0% | 730.2K | 90.07 | +282.6% |
| LRCX LAM RESEARCH CORP | 30.8M | 0.9% | 144.0K | 314.00 | +216.7% |
| IVW iShares S&P 500 Growth ETF | 30.0M | 0.9% | 265.7K | 138.83 | +22.2% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 29.6M | 0.9% | 63.9K | 532.22 | +18.4% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 29.3M | 0.9% | 503.5K | 69.08 | +22.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 29.3M | 0.9% | 420.0K | 81.57 | +31.9% |
| PLTR Palantir Technologies Inc. | 27.6M | 0.8% | 188.5K | 179.94 | +15.3% |
| ISRG INTUITIVE SURGICAL INC | 25.8M | 0.8% | 55.9K | 378.81 | -21.2% |
| IWM iShares Russell 2000 ETF | 24.5M | 0.7% | 98.8K | 299.96 | +33.1% |
| EFV iShares MSCI EAFE Value ETF | 24.4M | 0.7% | 327.6K | 82.23 | +21.4% |
| CVX CHEVRON CORP | 23.9M | 0.7% | 115.3K | 205.27 | +34.0% |
| GOOG Alphabet Inc. | 23.8M | 0.7% | 82.8K | 341.75 | +70.7% |
| GOVT iShares U.S. Treasury Bond ETF | 22.9M | 0.7% | 998.2K | 22.45 | -2.0% |
| VZ VERIZON COMMUNICATIONS INC | 22.1M | 0.7% | 440.8K | 49.45 | +9.7% |
| JPM JPMORGAN CHASE & CO | 20.8M | 0.6% | 70.6K | 351.58 | +20.3% |
| QUAL iShares MSCI USA Quality Factor ETF | 19.5M | 0.6% | 101.9K | 223.22 | +19.3% |
| JNJ JOHNSON & JOHNSON | 19.1M | 0.6% | 78.3K | 270.24 | +51.1% |
| MTUM iShares MSCI USA Momentum Factor ETF | 18.6M | 0.6% | 77.5K | 305.17 | +25.7% |
| RIO RIO TINTO PLC | 18.3M | 0.6% | 191.2K | 105.30 | +73.7% |
| EFA iShares MSCI EAFE ETF | 18.2M | 0.6% | 187.8K | 108.24 | +17.1% |
| MBB iShares MBS ETF | 18.1M | 0.6% | 190.6K | 93.12 | -0.6% |
| BTC Grayscale Bitcoin Mini Trust ETF | 18.0M | 0.5% | 599.5K | 34.08 | -32.7% |
| XLK State Street Technology Select Sector SPDR ETF | 17.9M | 0.5% | 134.9K | 183.31 | +41.1% |
| GILD GILEAD SCIENCES, INC. | 17.4M | 0.5% | 125.2K | 146.12 | +23.1% |
| CAT CATERPILLAR INC | 16.9M | 0.5% | 23.9K | 827.90 | +96.8% |
| MRK Merck & Co., Inc. | 16.5M | 0.5% | 136.0K | 152.55 | +80.2% |
| TLH iShares 10-20 Year Treasury Bond ETF | 16.2M | 0.5% | 160.7K | 96.69 | -4.0% |
| BINC iShares Flexible Income Active ETF | 15.9M | 0.5% | 305.8K | 52.00 | -1.7% |
| MRVL Marvell Technology, Inc. | 15.6M | 0.5% | 157.5K | 237.04 | +232.8% |
| PEP PEPSICO INC | 15.6M | 0.5% | 100.3K | 143.48 | -4.8% |
| COST COSTCO WHOLESALE CORP /NEW | 15.4M | 0.5% | 15.4K | 947.74 | -4.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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