Steelpeak Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.27B
Q ending 2026-03-31
Prior quarter
$3.07B
Q ending 2025-12-31
Change
+6.7% QoQ · +35.9% YoY
Positions
575
reported holdings
Largest positions
Top 100 of 575 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $255.9M | 1.0M |
| Nvidia Corporation | NVDA | Shares | $156.4M | 897K |
| Amazon Com Inc | AMZN | Shares | $111.3M | 534K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $97.6M | 150K |
| Alphabet Inc | GOOGL | Shares | $94.0M | 327K |
| Invesco Qqq Tr | QQQ | Shares | $84.3M | 146K |
| Tesla Inc | TSLA | Shares | $69.7M | 187K |
| Microsoft Corp | MSFT | Shares | $65.8M | 178K |
| Ishares Tr | IVV | Shares | $62.8M | 96K |
| Meta Platforms Inc | META | Shares | $61.6M | 108K |
| Ishares Tr | IUSB | Shares | $50.4M | 1.1M |
| Advanced Micro Devices Inc | AMD | Shares | $48.3M | 238K |
| Amgen Inc | AMGN | Shares | $47.8M | 136K |
| Cisco Sys Inc | CSCO | Shares | $39.7M | 512K |
| Broadcom Inc | AVGO | Shares | $38.4M | 124K |
| Netflix Inc. | NFLX | Shares | $36.9M | 383K |
| Ishares Tr | IVE | Shares | $35.0M | 166K |
| Applied Matls Inc | AMAT | Shares | $34.3M | 100K |
| Micron Technology Inc | MU | Shares | $32.7M | 97K |
| Intel Corp | INTC | Shares | $32.2M | 730K |
| Tesla Inc | TSLA | Call | $31.0M | 83K |
| Lam Research Corp | LRCX | Shares | $30.8M | 144K |
| Ishares Tr | IVW | Shares | $30.0M | 266K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $29.6M | 64K |
| Blackrock Etf Trust | DYNF | Shares | $29.3M | 504K |
| Ishares Inc | IEMG | Shares | $29.3M | 420K |
| Palantir Technologies Inc | PLTR | Shares | $27.6M | 189K |
| Intuitive Surgical Inc | ISRG | Shares | $25.8M | 56K |
| Ishares Tr | IWM | Shares | $24.5M | 99K |
| Ishares Tr | EFV | Shares | $24.4M | 328K |
| Chevron Corporation | CVX | Shares | $23.9M | 115K |
| Alphabet Inc | GOOG | Shares | $23.8M | 83K |
| Ishares Tr | GOVT | Shares | $22.9M | 998K |
| Verizon Communications Inc | VZ | Shares | $22.1M | 441K |
| Jpmorgan Chase & Co | JPM | Shares | $20.8M | 71K |
| Ishares Tr | QUAL | Shares | $19.5M | 102K |
| Johnson & Johnson | JNJ | Shares | $19.1M | 78K |
| Ishares Tr | MTUM | Shares | $18.6M | 77K |
| Rio Tinto Plc | RIO | Shares | $18.3M | 191K |
| Ishares Tr | EFA | Shares | $18.2M | 188K |
| Ishares Tr | MBB | Shares | $18.1M | 191K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $18.0M | 600K |
| Select Sector Spdr Tr | XLK | Shares | $17.9M | 135K |
| Gilead Sciences Inc | GILD | Shares | $17.4M | 125K |
| Caterpillar Inc | CAT | Shares | $16.9M | 24K |
| Tesla Inc | TSLA | Put | $16.8M | 45K |
| Merck & Co Inc | MRK | Shares | $16.5M | 136K |
| Ishares Tr | TLH | Shares | $16.2M | 161K |
| Blackrock Etf Trust Ii | BINC | Shares | $15.9M | 306K |
| Marvell Technology Inc | MRVL | Shares | $15.6M | 158K |
| Pepsico Inc | PEP | Shares | $15.6M | 100K |
| Costco Wholesale Corporation | COST | Shares | $15.4M | 15K |
| Ishares Tr | EFG | Shares | $15.3M | 137K |
| Ishares Tr | EEM | Shares | $15.2M | 268K |
| Shopify Inc | SHOP | Shares | $15.0M | 127K |
| Qualcomm Inc | QCOM | Shares | $14.9M | 116K |
| Niagen Bioscience Inc | NAGE | Shares | $14.9M | 3.4M |
| Vanguard Index Fds | VTI | Shares | $14.7M | 46K |
| Texas Instrs Inc | TXN | Shares | $14.4M | 74K |
| Coca Cola Co | KO | Shares | $14.0M | 183K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $14.0M | 29K |
| Blackrock Etf Trust | BAI | Shares | $13.9M | 422K |
| Astrana Health Inc | ASTH | Shares | $13.7M | 560K |
| Goldman Sachs Group Inc | GS | Shares | $13.4M | 16K |
| Blackrock Etf Trust | THRO | Shares | $13.2M | 364K |
| T-Mobile Us Inc | TMUS | Shares | $12.4M | 59K |
| Linde Plc | Shares | $12.2M | 25K | |
| Unitedhealth Group Inc | UNH | Shares | $12.0M | 44K |
| Applovin Corp | APP | Shares | $11.6M | 29K |
| Select Sector Spdr Tr | XLU | Shares | $11.6M | 252K |
| Exxon Mobil Corp | XOM | Shares | $11.5M | 68K |
| Home Depot Inc | HD | Shares | $11.5M | 35K |
| Vanguard World Fd | VGT | Shares | $11.2M | 16K |
| Mcdonalds Corp | MCD | Shares | $11.2M | 36K |
| Select Sector Spdr Tr | XLC | Shares | $11.0M | 99K |
| Select Sector Spdr Tr | XLI | Shares | $11.0M | 68K |
| Ishares Tr | IAGG | Shares | $10.6M | 212K |
| Pgim High Yield Bond Fund In | ISD | Shares | $10.5M | 795K |
| Blackrock Etf Trust | IDEF | Shares | $10.3M | 315K |
| T Rowe Price Etf Inc | TFLR | Shares | $9.7M | 193K |
| Procter & Gamble Co | PG | Shares | $9.7M | 67K |
| Kla Corp | KLAC | Shares | $9.7M | 7K |
| Visa Inc | V | Shares | $9.6M | 32K |
| Blackrock Etf Trust | BLCR | Shares | $9.5M | 231K |
| Honeywell Intl Inc | HONGBP | Shares | $9.3M | 41K |
| Citigroup Inc | C | Shares | $9.1M | 80K |
| Select Sector Spdr Tr | XLF | Shares | $9.0M | 182K |
| Pfizer Inc | PFE | Shares | $8.4M | 300K |
| International Business Machs | IBM | Shares | $8.3M | 34K |
| Abbvie Inc | ABBV | Shares | $8.0M | 37K |
| Vanguard Index Fds | VOO | Shares | $7.7M | 13K |
| Kroger Co | KR | Shares | $7.5M | 103K |
| Nextera Energy Inc | NEE | Shares | $7.2M | 77K |
| Lowes Cos Inc | LOW | Shares | $7.1M | 30K |
| At&T Inc | T | Shares | $7.1M | 244K |
| Mastercard Incorporated | MA | Shares | $7.0M | 14K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $6.9M | 18K |
| Microsoft Corp | MSFT | Call | $6.8M | 18K |
| Ishares Tr | ACWI | Shares | $6.7M | 49K |
| Uber Technologies Inc | UBER | Shares | $6.7M | 93K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.