DOSSIER · 13F-HR · Q1 2026

SteelPeak Wealth, LLC

$3.3B in tracked AUM across 575 positions as of Q1 2026.

SW
CIK 0001801868 · last filed Mar 31, 2026
Total AUM
$3.3B
as of Q1 2026
Holdings
575
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

SteelPeak Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$258M1.0M7.9%
02
NVDA
NVIDIA CORPORATION
$162M931K5.0%
03
TSLA
TESLA INC
$118M316K3.6%
04
AMZN
AMAZON COM INC
$112M539K3.4%
05
SPY
STATE STR SPDR S&P 500 ETF T
$98M150K3.0%
06
GOOGL
ALPHABET INC
$96M333K2.9%
07
QQQ
INVESCO QQQ TR
$85M147K2.6%
08
MSFT
MICROSOFT CORP
$73M196K2.2%
09
META
META PLATFORMS INC
$64M112K2.0%
10
IVV
ISHARES TR
$63M96K1.9%

Filing history

2026Q1Mar 31
$3.3B 6.7%
575 positionsView →
2025Q4Dec 31
$3.1B 2.2%
534 positionsView →
2025Q3Sep 30
$3.0B 16.0%
579 positionsView →
2025Q2Jun 30
$2.6B 7.4%
565 positionsLocked
2025Q1Mar 31
$2.4B 2.2%
575 positionsLocked
2024Q4Dec 31
$2.5B 7.2%
566 positionsLocked
2024Q3Sep 30
$2.3B 6.4%
512 positionsLocked
2024Q2Jun 30
$2.2B 8.7%
538 positionsLocked
2024Q1Mar 31
$2.0B 15.0%
473 positionsLocked
2023Q4Dec 31
$1.7B 8.3%
446 positionsLocked
2023Q3Sep 30
$1.6B 5.5%
440 positionsLocked
2023Q2Jun 30
$1.7B 14.5%
444 positionsLocked
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