SteelPeak Wealth, LLC
Long book
$3.19B
Q1 2026
Positions
527
Top-10 weight
33%
concentration
Last quarter
+20.7%
SPY +14.8%
Turnover
31%
of book per quarter
Strategy in plain words
auto-generated from filingsSteelPeak Wealth, LLC is an institutional manager, running a $3.19B US long book across 527 positions.
The portfolio is moderately concentrated (top 10 ≈ 33% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: APPLE INC, NVIDIA CORP, AMAZON.COM INC, SS SPDR S&P 500 ETF TRUST-US, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 1pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.9%
Q2 2024
+5.1%
Q3 2024
+2.3%
Q4 2024
-5.1%
Q1 2025
+12.3%
Q2 2025
+9.0%
Q3 2025
+3.2%
Q4 2025
-2.6%
Q1 2026
+20.7%
Sector allocation
Technology 51%
Industrials 10%
Consumer discretionary 9%
Healthcare 8%
Financials 6%
Services media 5%
Communications 2%
Energy 2%
Long book by quarter
What does SteelPeak Wealth, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 1.0M | $255.9M | 8.0% | +21.0% |
| NVDA NVIDIA CORP | Technology | 896.5K | $156.4M | 4.9% | +24.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 534.4K | $111.3M | 3.5% | +19.1% |
| GOOGL ALPHABET INC-CL A | Technology | 327.0K | $94.0M | 2.9% | +5.8% |
| TSLA TESLA INC | Industrials | 187.4K | $69.7M | 2.2% | +32.9% |
| MSFT MICROSOFT CORP | Technology | 177.8K | $65.8M | 2.1% | +42.9% |
| META META PLATFORMS INC-CLASS A | Technology | 107.6K | $61.6M | 1.9% | +19.7% |
| AMD ADVANCED MICRO DEVICES | Technology | 237.6K | $48.3M | 1.5% | +26.5% |
| AMGN AMGEN INC | Healthcare | 135.8K | $47.8M | 1.5% | +17.4% |
| CSCO CISCO SYSTEMS INC | Technology | 512.0K | $39.7M | 1.2% | +84.0% |
| AVGO BROADCOM INC | Technology | 124.1K | $38.4M | 1.2% | +1.0% |
| NFLX NETFLIX INC | Services media | 383.4K | $36.9M | 1.2% | +17.4% |
| AMAT APPLIED MATERIALS INC | Technology | 100.2K | $34.3M | 1.1% | +63.2% |
| MU MICRON TECHNOLOGY INC | Technology | 96.6K | $32.7M | 1.0% | -37.6% |
| INTC INTEL CORP | Technology | 730.2K | $32.2M | 1.0% | +36.3% |
| LRCX LAM RESEARCH CORP | Industrials | 144.0K | $30.8M | 1.0% | -33.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 188.5K | $27.6M | 0.9% | -11.9% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 55.9K | $25.8M | 0.8% | +451.9% |
| CVX CHEVRON CORP | Energy | 115.3K | $23.9M | 0.7% | -6.8% |
| GOOG ALPHABET INC-CL C | Technology | 82.8K | $23.8M | 0.7% | +20.4% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 440.8K | $22.1M | 0.7% | +3.3% |
| JPM JPMORGAN CHASE & CO | Financials | 70.6K | $20.8M | 0.7% | +40.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 78.3K | $19.1M | 0.6% | -6.9% |
| GILD GILEAD SCIENCES INC | Healthcare | 125.2K | $17.4M | 0.5% | New |
| CAT CATERPILLAR INC | Industrials | 23.9K | $16.9M | 0.5% | +1.9% |
| MRK MERCK & CO. INC. | Healthcare | 136.0K | $16.5M | 0.5% | -28.6% |
| MRVL MARVELL TECHNOLOGY INC | Technology | 157.5K | $15.6M | 0.5% | -1.3% |
| PEP PEPSICO INC | Consumer staples | 100.3K | $15.6M | 0.5% | -1.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 15.4K | $15.4M | 0.5% | +11.2% |
| SHOP SHOPIFY INC - CLASS A | Technology | 126.7K | $15.0M | 0.5% | +5.5% |
| QCOM QUALCOMM INC | Technology | 115.6K | $14.9M | 0.5% | -31.8% |
| NAGE NIAGEN BIOSCIENCE INC | Materials | 3.4M | $14.9M | 0.5% | New |
| TXN TEXAS INSTRUMENTS INC | Technology | 74.1K | $14.4M | 0.5% | +637.4% |
| KO COCA-COLA CO/THE | Consumer staples | 182.9K | $14.0M | 0.4% | +103.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 29.2K | $14.0M | 0.4% | +39.8% |
| ASTH ASTRANA HEALTH INC | Services media | 559.9K | $13.7M | 0.4% | -3.4% |
| GS GOLDMAN SACHS GROUP INC | Financials | 15.8K | $13.4M | 0.4% | +8.8% |
| TMUS T-MOBILE US INC | Communications | 58.9K | $12.4M | 0.4% | -24.9% |
| LIN LINDE PLC | Materials | 24.6K | $12.2M | 0.4% | -30.3% |
| UNH UNITEDHEALTH GROUP INC | Financials | 44.2K | $12.0M | 0.4% | +3.5% |
| APP APPLOVIN CORP-CLASS A | Technology | 29.2K | $11.6M | 0.4% | +9.2% |
| XOM EXXON MOBIL CORP | Energy | 67.7K | $11.5M | 0.4% | +10.1% |
| HD HOME DEPOT INC | Consumer discretionary | 34.9K | $11.5M | 0.4% | +18.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 36.1K | $11.2M | 0.4% | +44.2% |
| PG PROCTER & GAMBLE CO/THE | Other | 67.1K | $9.7M | 0.3% | +81.1% |
| KLAC KLA CORP | Other | 6.6K | $9.7M | 0.3% | +24.5% |
| V VISA INC-CLASS A SHARES | Services media | 31.8K | $9.6M | 0.3% | +22.1% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 40.9K | $9.3M | 0.3% | +1446.7% |
| C CITIGROUP INC | Financials | 80.2K | $9.1M | 0.3% | +219.9% |
| PFE PFIZER INC | Healthcare | 299.9K | $8.4M | 0.3% | -12.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 575 | $3.27B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 534 | $3.07B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 579 | $3.00B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 23, 2025 | 565 | $2.59B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 575 | $2.41B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 566 | $2.46B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 25, 2024 | 512 | $2.30B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 17, 2024 | 538 | $2.16B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 18, 2024 | 473 | $1.99B | canonical | SEC ↗ |
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