Steel Peak Wealth Management LLC Portfolio Holdings
Steel Peak Wealth Management LLC
- $2.87 Billion
- Q4 2025
Steel Peak Wealth Management LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.87 Billion distributed in 534 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $223M, Nvidia Corp with a value of $134M, Amazon Com Inc with a value of $105M, Invesco Qqq Trust, Series 1 with a value of $97M, and Alphabet Inc. with a value of $85.4M.
Examining the 13F form we can see an increase of $12.9M in the current position value, from $2.85B to 2.87B.
Below you can find more details about Steel Peak Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.87 Billion
ETFs: $1.05 Billion
Technology: $830 Million
Communication Services: $254 Million
Consumer Cyclical: $215 Million
Healthcare: $162 Million
Financial Services: $121 Million
Industrials: $75.3 Million
Consumer Defensive: $58.1 Million
Other: $98.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 534
- Current Value $2.87 Billion
- Prior Value $2.85 Billion
- Filing
- Period Q4 2025
- Filing Date January 20, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 80 stocks
- Additional Purchases 170 stocks
- Sold out of 0 stocks
- Reduced holdings in 219 stocks