1y return+26.4%S&P 500 +20.9%
3y return+73.4%S&P 500 +68.5%
5y return+69.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $231 against $232 in the S&P 500.2
SteelPeak Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $275.7M | 7.2% | −5.5% |
| NVDANvidia Corporation | $185.6M | 4.9% | +3.4% |
| AMZNAmazon Com Inc | $116.9M | 3.1% | −8.2% |
| IVVIshares Tr | $112.3M | 3.0% | +56.1% |
| QQQInvesco Qqq Tr | $105.5M | 2.8% | −2.1% |
| GOOGLAlphabet Inc | $100.7M | 2.6% | −13.9% |
| SPYState Str Spdr S&p 500 Etf T | $95.3M | 2.5% | −15.0% |
| TSLATesla Inc | $85.8M | 2.3% | +8.8% |
| INTCIntel Corp | $81.0M | 2.1% | −20.6% |
| AMDAdvanced Micro Devices Inc | $78.8M | 2.1% | −42.9% |
| MSFTMicrosoft Corp | $72.8M | 1.9% | +9.7% |
| AMGNAmgen Inc | $68.4M | 1.8% | +39.0% |
| METAMeta Platforms Inc | $67.4M | 1.8% | +11.1% |
| IUSBIshares Tr | $63.5M | 1.7% | +26.2% |
| MUMicron Technology Inc | $62.1M | 1.6% | −44.3% |
| AVGOBroadcom Inc | $61.5M | 1.6% | +31.2% |
| AMATApplied Matls Inc | $61.0M | 1.6% | −15.9% |
| LRCXLam Research Corp | $59.9M | 1.6% | −4.1% |
| NFLXNetflix Inc. | $52.5M | 1.4% | +91.9% |
| IVWIshares Tr | $35.4M | 0.9% | −3.0% |
| DYNFBlackrock Etf Trust | $34.5M | 0.9% | |
| MRVLMarvell Technology Inc | $32.6M | 0.9% | −30.5% |
| TXNTexas Instrs Inc | $32.1M | 0.8% | +45.4% |
| IVEIshares Tr | $29.9M | 0.8% | −20.6% |
| IWMIshares Tr | $29.1M | 0.8% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $185.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $61.5M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $61.0M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $78.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $59.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $100.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $29.0M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $20.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $275.7M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $27.9M |
Sold off last quarter
- XLUSelect Sector Spdr Tr was $11.6M
- Exxon Mobil CorpCUSIP 30231G102 was $11.5M
- XLCSelect Sector Spdr Tr was $11.0M
- IAGGIshares Tr was $10.6M
- Honeywell Intl IncCUSIP 438516106 was $9.3M
- CTVACorteva Inc was $4.6M
- EQTEqt Corp was $3.9M
- EDConsolidated Edison Inc was $3.8M
- DDOGDatadog Inc was $3.6M
- WRBBerkley W R Corp was $3.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.6% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +11.9% | +10.5% |
| March 31, 2025 | −5.5% | −4.6% |
| December 31, 2024 | +1.8% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +4.1% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +13.0% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +8.4% | +8.3% |
| March 31, 2023 | +11.7% | +7.0% |
| December 31, 2022 | +3.5% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −19.4% | −16.5% |
| March 31, 2022 | −7.4% | −4.9% |
| December 31, 2021 | +8.3% | +10.7% |
| September 30, 2021 | +1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SteelPeak Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1801868&type=13F-HR&dateb=&owner=include&count=40CIK 1801868
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1801868/000180186826000003/Filed July 13, 2026 · accession 0001801868-26-000003