SteelPeak Wealth, LLC
529 holdingsFiling period: 2026-03-31Current AUM: $3.81Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 1.02M | $258.1M | $314.2M | 8.24% | +176.6K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 931.3K | $162.4M | $187.0M | 4.91% | +185.8K | 2026-03-31 |
| 3 | TSLA | TESLA INC | 316.1K | $117.5M | $98.4M | 2.58% | +173.9K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 539.1K | $112.3M | $146.4M | 3.84% | +87.6K | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 150.3K | $98.0M | $112.5M | 2.95% | +23.9K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 332.8K | $95.7M | $118.5M | 3.11% | +19.8K | 2026-03-31 |
| 7 | QQQ | INVESCO QQQ TR | 146.6K | $84.6M | $100.9M | 2.65% | -26,911 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 196.2K | $72.6M | $91.2M | 2.39% | +71.4K | 2026-03-31 |
| 9 | META | META PLATFORMS INC | 111.7K | $63.9M | $62.2M | 1.63% | +19.8K | 2026-03-31 |
| 10 | IVV | ISHARES TR | 96.1K | $62.8M | $72.1M | 1.89% | +35.1K | 2026-03-31 |
| 11 | IUSB | ISHARES TR | 1.09M | $50.4M | $49.6M | 1.30% | -2,618 | 2026-03-31 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | 237.8K | $48.4M | $113.2M | 2.97% | +49.5K | 2026-03-31 |
| 13 | AMGN | AMGEN INC | 135.8K | $47.8M | $52.3M | 1.37% | +20.1K | 2026-03-31 |
| 14 | CSCO | CISCO SYS INC | 512.1K | $39.7M | $59.4M | 1.56% | +233.9K | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 124.5K | $38.5M | $48.5M | 1.27% | +1.1K | 2026-03-31 |
| 16 | NFLX | NETFLIX INC. | 384.7K | $37.0M | $27.6M | 0.72% | +57.0K | 2026-03-31 |
| 17 | IVE | ISHARES TR | 165.9K | $35.0M | $38.4M | 1.01% | -39,153 | 2026-03-31 |
| 18 | AMAT | APPLIED MATLS INC | 100.8K | $34.5M | $51.2M | 1.34% | +39.4K | 2026-03-31 |
| 19 | MU | MICRON TECHNOLOGY INC | 97.6K | $33.0M | $80.4M | 2.11% | -58,509 | 2026-03-31 |
| 20 | INTC | INTEL CORP | 730.2K | $32.2M | $65.9M | 1.73% | +194.3K | 2026-03-31 |
| 21 | LRCX | LAM RESEARCH CORP | 145.1K | $31.0M | $42.6M | 1.12% | -71,721 | 2026-03-31 |
| 22 | IVW | ISHARES TR | 265.7K | $30.0M | $35.9M | 0.94% | -14,851 | 2026-03-31 |
| 23 | DIA | STATE STR SPDR DOW JONES IND | 64.5K | $29.9M | $33.9M | 0.89% | +3.2K | 2026-03-31 |
| 24 | IEMG | ISHARES INC | 420.0K | $29.3M | $32.6M | 0.86% | -83,149 | 2026-03-31 |
| 25 | DYNF | BLACKROCK ETF TRUST | 503.5K | $29.3M | $34.0M | 0.89% | -166,917 | 2026-03-31 |
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