Fund HoldingsSteelPeak Wealth, LLC

Total Portfolio Value
$3.80B
Total Bought
$738.34M
Total Sold
$685.83M
Net Transaction
+$52.51M
Filing Period:
Securities
SharesValue ($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)96,64053,833-42,80732,66362,1391.63%+29,476
NVIDIA CORPORATION(NVDA)896,537927,363+30,826156,365185,5564.88%+29,191
LAM RESEARCH CORP(LRCX)144,006138,129-5,87730,80559,8971.57%+29,092
APPLIED MATLS INC100,24284,338-15,90434,26260,9771.60%+26,715
BROADCOM INC(AVGO)124,111162,837+38,72638,41361,5121.62%+23,098
INVESCO QQQ TR146,100143,087-3,01384,326105,4802.77%+21,154
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
MARVELL TECHNOLOGY INC(MRVL)157,536109,543-47,99315,60432,6320.86%+17,028
T-MOBILE US INC(TMUS)58,917171,871+112,95412,37428,8280.76%+16,454
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)6486,107+86,04326915,3480.40%+15,078
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
ISHARES TR
CORE UNIVRSL USD
1,090,9591,376,841+285,88250,39163,5411.67%+13,150
TRAVELERS COMPANIES INC(TRV)4,25243,226+38,9741,24014,2700.38%+13,030
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
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,13199,008+96,87723211,6120.31%+11,379
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0389,659+389,659010,9300.29%+10,930
INTUITIVE SURGICAL INC74,67539,180-35,4955,46215,5810.41%+10,119
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)11,58751,422+39,8355,01013,4210.35%+8,411
ASTRANA HEALTH INC(ASTH)559,937464,937-95,00013,73021,5780.57%+7,848
VANGUARD INDEX FDS45,93260,449+14,51714,73522,3680.59%+7,633
QUALCOMM INC(QCOM)115,572120,222+4,65014,88322,2160.58%+7,332
ISHARES TR19,42021,364+1,9446,38313,6890.36%+7,307
NIKE INC(NKE)17,873193,772+175,8999518,0280.21%+7,077
MICROSOFT CORP(MSFT)177,774195,044+17,27065,80772,7551.91%+6,949
ALPHABET INC(GOOG)326,977281,646-45,33194,026100,6522.65%+6,626
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
22,75727,858+5,1011,0907,4300.20%+6,340
MARATHON PETE CORP(MPC)15,26538,650+23,3853,7279,8820.26%+6,154
ISHARES TR
MSCI USA MMENTM
77,48471,207-6,27718,59524,4120.64%+5,816
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)135,983170,247+34,26416,46822,0210.58%+5,554
EBAY INC.(EBAY)40,97182,178+41,2073,7299,1830.24%+5,454
ISHARES TR265,668257,599-8,06930,05035,4280.93%+5,378
ALPHABET INC(GOOG)82,84182,103-73823,76429,0090.76%+5,246
BLACKROCK ETF TRUST
ISHARES US EQUIT
503,502507,775+4,27329,29434,5340.91%+5,240
AFLAC INC(AFL)3,12844,615+41,4873435,2310.14%+4,888
M & T BK CORP(MTB)020,463+20,46304,8700.13%+4,870
CORNING INC(GLW)018,098+18,09804,6230.12%+4,623
ISHARES TR98,80696,759-2,04724,50429,0710.76%+4,567
VANGUARD INDEX FDS12,81217,690+4,8787,65612,1500.32%+4,494
SELECT SECTOR SPDR TR
ST STR STAPL ETF
053,225+53,22504,4210.12%+4,421
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)20,48121,255+7743,2847,2490.19%+3,965
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
BLACKROCK ETF TRUST
ISHA I IN TE ETF
421,583335,401-86,18213,89117,6820.46%+3,791
BLACKROCK ETF TRUST
ISHA LA CORE ETF
230,649262,934+32,2859,47013,2440.35%+3,774
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 INC017,631+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 INC7645,312+4,5484203,8250.10%+3,406
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)19,04623,881+4,8354,7737,9960.21%+3,223
FIRST SOLAR INC(FSLR)12,24823,483+11,2352,4165,5410.15%+3,125
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)51,32885,773+34,4454,0867,0880.19%+3,002
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)13,77610,220-3,5563,7266,5280.17%+2,802
ISHARES TR016,928+16,92802,7690.07%+2,769
ISHARES TR137,214145,063+7,84915,28218,0490.47%+2,767
PROSHARES TR
ULTRAPRO QQQ
71,57570,549-1,0262,9835,7140.15%+2,731
SELECT SECTOR SPDR TR
ST STR TECHN ETF
134,931108,265-26,66617,93220,6270.54%+2,694
SELECT SECTOR SPDR TR
ST STR CARE ETF
13,52527,492+13,9671,9834,3620.11%+2,379
CONOCOPHILLIPS(COP)1,83724,663+22,8262422,5640.07%+2,321
PROLOGIS INC.(PLD)016,794+16,79402,2750.06%+2,275
ELI LILLY & CO(LLY)4,3455,219+8743,9966,2600.16%+2,264
BLOOM ENERGY CORP16,68214,838-1,8442,2604,4910.12%+2,231
VISA INC(V)31,76534,369+2,6049,60111,7920.31%+2,191
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
9,31878,326+69,0082812,3980.06%+2,117
STUBHUB HLDGS INC(STUB)0160,835+160,83502,0700.05%+2,070
CAPITAL GROUP INTERNATIONAL
SHS
056,150+56,15002,0630.05%+2,063
TAIWAN SEMICONDUCTOR MANUFAC(TSM)9,70111,131+1,4303,2885,3260.14%+2,039
AMERICAN INTL GROUP INC35,67962,613+26,9342,6854,6670.12%+1,982
TURN THERAPEUTICS INC(TTRX)0249,456+249,45601,8210.05%+1,821
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SteelPeak Wealth, LLC — 13F Holdings — Q2 2026 | TickerTrail