Steel Peak Wealth Management LLC Portfolio Holdings
Steel Peak Wealth Management LLC
- $2.85 Billion
- Q3 2025
Steel Peak Wealth Management LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.85 Billion distributed in 579 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $220M, Nvidia Corp with a value of $148M, Amazon Com Inc with a value of $96.2M, Microsoft Corp with a value of $83.8M, and Spdr S&P 500 ETF Trust with a value of $78.8M.
Examining the 13F form we can see an increase of $358M in the current position value, from $2.49B to 2.85B.
Below you can find more details about Steel Peak Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.85 Billion
Technology: $885 Million
ETFs: $877 Million
Communication Services: $268 Million
Consumer Cyclical: $225 Million
Financial Services: $169 Million
Healthcare: $150 Million
Industrials: $88.5 Million
Consumer Defensive: $79.8 Million
Other: $109 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 579
- Current Value $2.85 Billion
- Prior Value $2.49 Billion
- Filing
- Period Q3 2025
- Filing Date October 21, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 104 stocks
- Additional Purchases 223 stocks
- Sold out of 0 stocks
- Reduced holdings in 169 stocks