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
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.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 453 | 3.1B $ | 99.78 % |
| 2 | TW | 1 | 3.3M $ | 0.11 % |
| 3 | NL | 1 | 1.2M $ | 0.04 % |
| 4 | GB | 4 | 954.9K $ | 0.03 % |
| 5 | KY | 2 | 873K $ | 0.03 % |
| 6 | ES | 1 | 270.7K $ | 0.01 % |
| 7 | DK | 1 | 214.6K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 401 | Quest Diagnostics Inc | 1,378 | 270.1K $ | |
| 402 | Booking Holdings Inc | 64 | 269.5K $ | |
| 403 | Vertex Pharmaceuticals Inc | 602 | 268.8K $ | |
| 404 | Vornado Realty Trust | 10,305 | 267.8K $ | |
| 405 | Public Service Enterprise Group Inc | 3,303 | 267.4K $ | |
| 406 | Vanguard S&P 500 Growth ETF | 644 | 262.6K $ | |
| 407 | ISHARES TRUST | 9,719 | 259.7K $ | |
| 408 | Nasdaq Inc | 3,038 | 257.9K $ | |
| 409 | Global X Funds | 7,638 | 253.7K $ | |
| 410 | HP Inc | 12,990 | 253.5K $ | |
| 411 | Bitwise Bitcoin ETF | 6,800 | 250.3K $ | |
| 412 | iShares Trust | 4,740 | 249.1K $ | |
| 413 | iShares 0-5 Year High Yield Corporate Bond ETF | 5,854 | 247.7K $ | |
| 414 | iShares Core S&P U.S. Growth ETF | 1,564 | 242.6K $ | |
| 415 | ConocoPhillips | 1,837 | 242.4K $ | |
| 416 | First Trust Exchange-Traded Fund IV | 9,085 | 241.3K $ | |
| 417 | iShares Core S&P Mid-Cap ETF | 3,563 | 240.6K $ | |
| 418 | Applied Digital Corp | 10,121 | 240.3K $ | |
| 419 | AES Corp/The | 16,916 | 238.3K $ | |
| 420 | Pacer Funds Trust | 3,780 | 236.5K $ | |
| 421 | Vanguard FTSE Europe ETF | 2,868 | 236.4K $ | |
| 422 | Select Sector Spdr Trust | 2,131 | 232.2K $ | |
| 423 | BlackRock ETF Trust II | 4,465 | 231.4K $ | |
| 424 | Regal Rexnord Corp | 1,226 | 230.1K $ | |
| 425 | Williams Cos Inc/The | 3,131 | 227.9K $ | |
| 426 | Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf | 2,998 | 225.4K $ | |
| 427 | Global X Funds | 2,925 | 223.3K $ | |
| 428 | Best Buy Co Inc | 3,406 | 221.8K $ | |
| 429 | Capital Group Growth ETF | 5,500 | 221K $ | |
| 430 | Main Street Capital Corp. | 4,116 | 218K $ | |
| 431 | Coca-Cola Consolidated Inc | 1,132 | 217.1K $ | |
| 432 | Vanguard Mid-Cap Growth ETF | 842 | 216.7K $ | |
| 433 | Novo Nordisk A/S | 5,653 | 214.6K $ | |
| 434 | AST SpaceMobile Inc | 2,572 | 213.1K $ | |
| 435 | Simon Property Group Inc | 1,130 | 210.8K $ | |
| 436 | Schwab Strategic Trust | 7,231 | 210.6K $ | |
| 437 | Ryder System Inc | 1,026 | 210.1K $ | |
| 438 | Shell PLC | 2,234 | 207.8K $ | |
| 439 | Illinois Tool Works Inc | 792 | 207.5K $ | |
| 440 | Ares Capital Corp | 11,441 | 206.2K $ | |
| 441 | Etsy Inc | 4,100 | 204.9K $ | |
| 442 | Motorola Solutions Inc | 468 | 203.8K $ | |
| 443 | Vanguard Index Funds | 937 | 203.6K $ | |
| 444 | iShares Trust | 4,458 | 203.1K $ | |
| 445 | Matador Resources Co | 3,177 | 200.7K $ | |
| 446 | INVESCO AEROSPACE & DEFEN | 1,208 | 200.1K $ | |
| 447 | USA Rare Earth Inc | 11,150 | 168.8K $ | |
| 448 | Arbor Realty Trust Inc | 21,752 | 167.7K $ | |
| 449 | Black Stone Minerals LP | 10,968 | 165.8K $ | |
| 450 | NIO Inc | 25,879 | 156.1K $ | |
| 451 | Genelux Corp | 60,895 | 147.4K $ | |
| 452 | Flowers Foods Inc | 17,903 | 145.9K $ | |
| 453 | Cipher Digital Inc | 11,082 | 142.6K $ | |
| 454 | BioCryst Pharmaceuticals Inc | 13,690 | 130.3K $ | |
| 455 | Coherus Oncology Inc | 69,000 | 116.6K $ | |
| 456 | Chicago Atlantic BDC Inc | 10,277 | 99.5K $ | |
| 457 | Lloyds Banking Group PLC | 18,416 | 92.6K $ | |
| 458 | Pacific Biosciences of California Inc | 47,872 | 63.2K $ | |
| 459 | Snap Inc | 12,561 | 57.8K $ | |
| 460 | Industrial Logistics Properties Trust | 10,000 | 56.8K $ | |
| 461 | T1 Energy Inc | 10,429 | 45.8K $ | |
| 462 | Streamex Corp | 34,900 | 39.4K $ | |
| 463 | REIN THERAPEUTICS INC | 13,000 | 16.9K $ | |