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SteelPeak Wealth, LLC - Portfolio Stock Holdings

SteelPeak Wealth, LLC disclosed 652 stock positions in a recent SEC 13F filing. $3,769,797,282 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and AMZN. This filing represented positions held on June 30, 2026, and was filed on July 13, 2026.

We estimate the fund has a total AUM of $4,148,078,008 and has 84 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

652

Est. Stock Holding Value:

$3,769,797,282

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SteelPeak Wealth, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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