Titelia

Holdings of SteelPeak Wealth, LLC

463 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 34.4 % of the equity sleeve

Sector breakdown

  • Technology 28.8 %
  • Communication 8.6 %
  • Consumer discretionary 7.9 %
  • Funds 7.5 %
  • Health care 5.6 %
  • Financials 3.9 %
  • Industrials 2.9 %
  • Consumer staples 2.5 %
  • Materials 1.1 %
  • Energy 0.8 %
  • Utilities 0.6 %
  • Real estate 0.3 %
  • Unattributed 29.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.1 %
  • NL 0.0 %
  • GB 0.0 %
  • KY 0.0 %
  • ES 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4533.1B $99.78 %
2TW13.3M $0.11 %
3NL11.2M $0.04 %
4GB4954.9K $0.03 %
5KY2873K $0.03 %
6ES1270.7K $0.01 %
7DK1214.6K $0.01 %

Positions

RankCompanySharesValueWeight
101Bank of America Corp 107,2405.2M $
102iShares Trust 56,7855.1M $
103Intuit Inc 11,5875M $
104Northrop Grumman Corp 7,0754.8M $
105Vertiv Holdings Co 19,0464.8M $
106Vanguard FTSE Developed Markets ETF 72,2634.6M $
107Vanguard Growth ETF 10,5364.6M $
108iShares Core MSCI EAFE ETF 50,6634.6M $
109Corteva Inc 54,4314.6M $
110Ishares Gold Trust 49,9044.4M $
111Blackstone Inc 36,9874.3M $
112Salesforce Inc 22,4364.2M $
113Invesco S&P 500 Momentum ETF 37,1274.2M $
114S&P Global Inc 9,7824.2M $
115iShares Core U.S. Aggregate Bond ETF 41,7554.1M $
116Permian Basin Royalty Trust 191,1034.1M $
117Wells Fargo & Co 51,3284.1M $
118Leidos Holdings Inc 26,2634.1M $
119General Electric Co 14,3344.1M $
120Tidal Trust I 169,4274M $
121Eli Lilly & Co 4,3454M $
122iShares Core 80/20 Aggressive 44,9384M $
123MetLife Inc 55,9984M $
124ALPS ETF Trust 74,8813.9M $
125EQT Corp 61,2543.9M $
126Newmont Corp 35,9473.9M $
127American Electric Power Co Inc 29,3213.8M $
128Walt Disney Co/The 39,6823.8M $
129Consolidated Edison Inc 33,1463.8M $
130eBay Inc 40,9713.7M $
131Marathon Petroleum Corp 15,2653.7M $
132Western Digital Corp 13,7763.7M $
133DR Horton Inc 27,0153.7M $
134iShares Core MSCI Total International Stock ETF 42,6323.7M $
135Synchrony Financial 54,2743.7M $
136Fox Corp 62,9543.7M $
137GE Vernova Inc 4,2103.7M $
138Argan Inc 6,7163.7M $
139Globe Life Inc 26,0693.6M $
140Datadog Inc 30,7053.6M $
141Ford Motor Co 308,9433.6M $
142W R Berkley Corp 52,6093.5M $
143Robinhood Markets Inc 49,8393.5M $
144PIMCO Multisector Bond Active 128,4113.4M $
145Oracle Corp 22,5223.3M $
146Morgan Stanley 20,0723.3M $
147Taiwan Semiconductor Manufacturing Co Ltd 9,7013.3M $
148Palo Alto Networks Inc 20,4813.3M $
149American Tower Corp 18,9923.3M $
150Union Pacific Corp 12,9823.1M $
151Dollar General Corp 26,2683.1M $
152Comfort Systems USA Inc 2,2123.1M $
153McKesson Corp 3,5183M $
154ProShares Ultra QQQ 49,0203M $
155Invesco S&P 500 Equal Weight ETF 15,5593M $
156Steel Dynamics Inc 16,5293M $
157ProShares Trust 71,5753M $
158Starbucks Corp 33,1883M $
159General Motors Co 39,5542.9M $
160Tapestry Inc 20,7052.9M $
161SBA Communications Corp 16,7772.9M $
162SPDR Gold Shares 6,6382.9M $
163Genuine Parts Co 26,6712.8M $
164iShares National Muni Bond ETF 26,7522.8M $
165Altria Group, Inc. 41,9192.8M $
166Woodward Inc 7,8252.8M $
167Cigna Group/The 10,4662.8M $
168Ishares Gold Trust Micro 59,6262.8M $
169VICI Properties Inc 100,7012.8M $
170American International Group Inc 35,6792.7M $
171EMCOR Group Inc 3,5982.7M $
172Howmet Aerospace Inc 11,4592.6M $
173Carpenter Technology Corp 6,5792.6M $
174iShares California Muni Bond ETF 45,1502.6M $
175Primoris Services Corp 17,8182.6M $
176iShares MSCI USA Value Factor ETF 17,5562.5M $
177AeroVironment Inc 13,4172.5M $
178First Solar Inc 12,2482.4M $
179Amphenol Corp 18,9902.4M $
180Vanguard Value ETF 12,0672.4M $
181Duolingo Inc 24,0022.4M $
182Vanguard Tax-Exempt Bond Index ETF 47,2462.4M $
183VanEck Semiconductor ETF 5,9262.3M $
184Bloom Energy Corp 16,6822.3M $
185iShares Short-Term National Muni Bond ETF 21,0462.2M $
186Dycom Industries Inc 6,5022.2M $
187iShares Bitcoin Trust ETF 57,0402.2M $
188Invesco National AMT-Free Municipal Bond ETF 93,8552.2M $
189Invesco Russell 1000 Dynamic Multifactor ETF 35,7542.1M $
190FedEx Corp 5,9952.1M $
191iShares iBoxx USD Investment Grade Corporate Bond ETF 19,2162.1M $
192Cloudflare Inc 10,0242.1M $
193Philip Morris International Inc. 12,3252.1M $
194Monster Beverage Corp 28,2782M $
195Invesco California AMT-Free Municipal Bond ETF 85,6052M $
196Arista Networks Inc 16,3802M $
197JPMorgan Ultra-Short Municipal Income ETF 39,0042M $
198State Street Health Care Select Sector SPDR ETF 13,5252M $
199CAPITAL GROUP MUNICIPAL INCOME ETF 70,4451.9M $
200Dell Technologies Inc 11,0001.8M $