SteelPeak Wealth, LLC
598 holdingsFiling period: 2026-06-30Current AUM: $3.85Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 959.3K | $277.6M | $333.0M | 8.65% | -57,791 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 962.5K | $192.6M | $209.8M | 5.45% | +31.1K | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc | 495.3K | $118.1M | $125.4M | 3.26% | -43,785 | 2026-06-30 |
| 4 | IVV | iShares TR | 150.0K | $112.3M | $116.0M | 3.01% | +53.9K | 2026-06-30 |
| 5 | TSLA | Tesla Inc | 256.5K | $107.9M | $104.5M | 2.71% | -59,646 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 299.4K | $107.0M | $96.0M | 2.49% | -33,331 | 2026-06-30 |
| 7 | QQQ | Invesco Qqq TR | 143.6K | $105.8M | $103.7M | 2.69% | -3,013 | 2026-06-30 |
| 8 | SPY | State Str Spdr S&P 500 ETF T | 129.1K | $96.6M | $99.6M | 2.59% | -21,220 | 2026-06-30 |
| 9 | INTC | Intel Corp | 580.1K | $81.0M | $54.4M | 1.41% | -150,166 | 2026-06-30 |
| 10 | AMD | Advanced Micro Devices Inc | 135.7K | $78.8M | $76.0M | 1.97% | -102,153 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 199.5K | $74.4M | $106.0M | 2.75% | +3.4K | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 122.7K | $69.1M | $76.1M | 1.98% | +11.0K | 2026-06-30 |
| 13 | AMGN | Amgen Inc | 188.8K | $68.4M | $84.6M | 2.20% | +52.9K | 2026-06-30 |
| 14 | IUSB | iShares TR | 1.38M | $63.5M | $61.7M | 1.60% | +285.9K | 2026-06-30 |
| 15 | MU | Micron Technology Inc | 54.3K | $62.7M | $50.5M | 1.31% | -43,307 | 2026-06-30 |
| 16 | AVGO | Broadcom Inc | 163.1K | $61.6M | $55.8M | 1.45% | +38.6K | 2026-06-30 |
| 17 | AMAT | Applied Matls Inc | 85.0K | $61.5M | $33.7M | 0.87% | -15,804 | 2026-06-30 |
| 18 | LRCX | Lam Research Corp | 139.4K | $60.5M | $33.6M | 0.87% | -5,677 | 2026-06-30 |
| 19 | NFLX | Netflix Inc. | 739.2K | $52.8M | $46.2M | 1.20% | +354.5K | 2026-06-30 |
| 20 | IVW | iShares TR | 257.6K | $35.4M | $35.9M | 0.93% | -8,069 | 2026-06-30 |
| 21 | DYNF | BlackRock ETF Trust | 507.8K | $34.5M | $35.0M | 0.91% | +4.3K | 2026-06-30 |
| 22 | GOOG | Alphabet Inc | 96.2K | $34.0M | $30.5M | 0.79% | -738 | 2026-06-30 |
| 23 | MRVL | Marvell Technology Inc | 109.5K | $32.6M | $26.7M | 0.69% | -47,993 | 2026-06-30 |
| 24 | TXN | Texas Instrs Inc | 107.8K | $32.1M | $33.3M | 0.86% | +33.6K | 2026-06-30 |
| 25 | IVE | iShares TR | 131.7K | $29.9M | $31.5M | 0.82% | -34,202 | 2026-06-30 |
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