Fund HoldingsSteelPeak Wealth, LLC

Total Portfolio Value
$3.80B
Total Bought
$842.59M
Total Sold
$762.42M
Net Transaction
+$80.18M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR96,096150,012+53,91662,771112,3432.95%+49,572
INTEL CORP(INTC)730,224580,058-150,16632,22580,9932.13%+48,769
ADVANCED MICRO DEVICES INC(AMD)237,642135,689-101,95348,34478,8232.07%+30,479
MICRON TECHNOLOGY INC(MU)053,833+53,833062,1391.63%+62,139
NVIDIA CORPORATION(NVDA)896,537927,363+30,826156,365185,5564.88%+29,191
LAM RESEARCH CORP(LRCX)0138,129+138,129059,8971.57%+59,897
APPLIED MATLS INC100,24284,338-15,90434,26260,9771.60%+26,715
BROADCOM INC(AVGO)0162,837+162,837061,5121.62%+61,512
INVESCO QQQ TR0143,087+143,0870105,4802.77%+105,480
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0108,265+108,265020,6270.54%+20,627
AMGEN INC(AMGN)135,846188,790+52,94447,79768,3651.80%+20,568
APPLE INC(AAPL)1,008,162952,871-55,291255,861275,7237.25%+19,861
TEXAS INSTRS INC(TXN)74,135107,762+33,62714,39232,1210.84%+17,728
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0335,401+335,401017,6820.46%+17,682
MARVELL TECHNOLOGY INC(MRVL)157,536109,543-47,99315,60432,6320.86%+17,028
T-MOBILE US INC(TMUS)0171,871+171,871028,8280.76%+28,828
TESLA INC(TSLA)187,442203,996+16,55469,68185,8012.26%+16,119
NETFLIX INC.(NFLX)383,427735,898+352,47136,86752,5431.38%+15,677
BOOKING HOLDINGS INC(BKNG)086,107+86,107015,3480.40%+15,348
ANALOG DEVICES INC(ADI)037,665+37,665014,9590.39%+14,959
REGENERON PHARMACEUTICALS(REGN)021,939+21,939013,6800.36%+13,680
HONEYWELL INTL INC060,080+60,080013,4520.35%+13,452
HONEYWELL AEROSPACE INC060,002+60,002013,2650.35%+13,265
BLACKROCK ETF TRUST
ISHA LA CORE ETF
0262,934+262,934013,2440.35%+13,244
ISHARES TR
CORE UNIVRSL USD
01,376,841+1,376,841063,5411.67%+63,541
TRAVELERS COMPANIES INC(TRV)043,226+43,226014,2700.38%+14,270
PDD HOLDINGS INC(PDD)0170,504+170,504013,0060.34%+13,006
KLA CORP(KLAC)6,55474,626+68,0729,65022,5150.59%+12,865
COSTCO WHOLESALE CORPORATION(COST)15,44029,775+14,33515,38527,8540.73%+12,469
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0333,133+333,133012,1930.32%+12,193
BLACKROCK ETF TRUST II0230,430+230,430012,0610.32%+12,061
SELECT SECTOR SPDR TR
ST STR DISCR ETF
099,008+99,008011,6120.31%+11,612
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0389,659+389,659010,9300.29%+10,930
BLACKROCK ETF TRUST
ISHA US THEM ETF
0224,059+224,05909,6590.25%+9,659
BLACKROCK ETF TRUST II0179,269+179,26909,0150.24%+9,015
CF INDUSTRIES HOLD(CF)078,694+78,69408,5190.22%+8,519
INTUIT(INTU)051,422+51,422013,4210.35%+13,421
ASTRANA HEALTH INC(ASTH)0464,937+464,937021,5780.57%+21,578
VANGUARD INDEX FDS45,93260,449+14,51714,73522,3680.59%+7,633
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
027,858+27,85807,4300.20%+7,430
QUALCOMM INC(QCOM)0120,222+120,222022,2160.58%+22,216
ISHARES TR19,42021,364+1,9446,38313,6890.36%+7,307
NIKE INC(NKE)0193,772+193,77208,0280.21%+8,028
MICROSOFT CORP(MSFT)177,774195,044+17,27065,80772,7551.91%+6,949
ALPHABET INC(GOOG)0281,646+281,6460100,6522.65%+100,652
MARATHON PETE CORP(MPC)15,26538,650+23,3853,7279,8820.26%+6,154
ISHARES TR
MSCI USA MMENTM
071,207+71,207024,4120.64%+24,412
META PLATFORMS INC(META)107,611119,604+11,99361,56867,3721.77%+5,804
AMAZON COM INC(AMZN)534,406490,421-43,985111,301116,8873.07%+5,586
MERCK & CO INC(MRK)0170,247+170,247022,0210.58%+22,021
EBAY INC.(EBAY)082,178+82,17809,1830.24%+9,183
ISHARES TR0257,599+257,599035,4280.93%+35,428
ALPHABET INC(GOOG)82,84182,103-73823,76429,0090.76%+5,246
BLACKROCK ETF TRUST
ISHARES US EQUIT
0507,775+507,775034,5340.91%+34,534
AFLAC INC(AFL)044,615+44,61505,2310.14%+5,231
M & T BK CORP(MTB)020,463+20,46304,8700.13%+4,870
ALPHABET INC(GOOG)(Call)00006,361+6,361
TIDAL TRUST I0169,427+169,42704,6850.12%+4,685
CORNING INC(GLW)018,098+18,09804,6230.12%+4,623
ISHARES TR98,80696,759-2,04724,50429,0710.76%+4,567
ISHARES TR046,498+46,49804,5380.12%+4,538
VANGUARD INDEX FDS017,690+17,690012,1500.32%+12,150
NVIDIA CORPORATION(NVDA)(Call)00007,023+7,023
SELECT SECTOR SPDR TR
ST STR STAPL ETF
053,225+53,22504,4210.12%+4,421
SELECT SECTOR SPDR TR
ST STR CARE ETF
027,492+27,49204,3620.11%+4,362
PROCTER & GAMBLE CO(PG)67,12393,581+26,4589,69513,7230.36%+4,028
WELLTOWER INC(WELL)017,697+17,69704,0170.11%+4,017
PALO ALTO NETWORKS INC(PANW)021,255+21,25507,2490.19%+7,249
SELECT SECTOR SPDR TR
ST STR MATER ETF
077,600+77,60003,9440.10%+3,944
JOHNSON & JOHNSON(JNJ)78,25390,701+12,44819,12823,0350.61%+3,907
APA CORPORATION(APA)0117,588+117,58803,8300.10%+3,830
CARRIER GLOBAL CORPORATION(CARR)051,154+51,15403,7520.10%+3,752
AMEREN CORP(AEE)032,325+32,32503,6540.10%+3,654
STERLING INFRASTRUCTURE INC(STRL)04,345+4,34503,6470.10%+3,647
ELECTRONIC ARTS INC(EA)017,631+17,63103,6150.10%+3,615
TEXTRON INC(TXT)038,974+38,97403,5760.09%+3,576
DARDEN RESTAURANTS INC(DRI)016,938+16,93803,4890.09%+3,489
JOHNSON CONTROLS INTERNATION
SHS
023,591+23,59103,4570.09%+3,457
QUANTA SVCS INC05,312+5,31203,8250.10%+3,825
FIDELITY COVINGTON TRUST042,247+42,24703,2920.09%+3,292
CHARTER COMMUNICATIONS INC(CHTR)023,149+23,14903,2920.09%+3,292
MASTERCARD INCORPORATED(MA)14,00319,913+5,9106,99610,2270.27%+3,231
VERTIV HOLDINGS CO(VRT)023,881+23,88107,9960.21%+7,996
FIRST SOLAR INC(FSLR)023,483+23,48305,5410.15%+5,541
SCHWAB STRATEGIC TR099,464+99,46403,0930.08%+3,093
ATI INC(ATI)015,540+15,54003,0630.08%+3,063
WELLS FARGO & CO(WFC)085,773+85,77307,0880.19%+7,088
GE VERNOVA INC(GEV)4,2105,606+1,3963,6766,5890.17%+2,914
POWELL INDS INC(POWL)010,055+10,05502,8790.08%+2,879
HOWARD HUGHES HOLDINGS INC(HHH)040,156+40,15602,8710.08%+2,871
WESTERN DIGITAL CORP(WDC)010,220+10,22006,5280.17%+6,528
ISHARES TR016,928+16,92802,7690.07%+2,769
ISHARES TR137,214145,063+7,84915,28218,0490.47%+2,767
PROSHARES TR
ULTRAPRO QQQ
070,549+70,54905,7140.15%+5,714
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
078,326+78,32602,3980.06%+2,398
ISHARES GOLD TRUST MICRO(IAU)059,854+59,85402,3950.06%+2,395
CONOCOPHILLIPS(COP)024,663+24,66302,5640.07%+2,564
SELECT SECTOR SPDR TR
ST STR FINL ETF
042,556+42,55602,2810.06%+2,281
PROLOGIS INC.(PLD)016,794+16,79402,2750.06%+2,275
ELI LILLY & CO(LLY)05,219+5,21906,2600.16%+6,260
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