13F holdings · Q3 2026

SteelPeak Wealth

Woodland Hills, CA · files as SteelPeak Wealth, LLC

Holdings as of Sep 30, 2026Filed Oct 16, 2026Next filing due Feb 15, 2027CIK 1801868

SteelPeak Wealth reported 652 stocks worth $3.9B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (7.1%), NVDA (6.4%) and AMZN (3.5%). Compared with Q2 2026, the fund opened new positions in HDV, SCHV and XOM, added to NVDA, AMZN and GOOGL, trimmed AAPL, IVV and MSFT and sold out of BTC, REGN and PDD.

Reported value$3.9B+3.8% vs last quarter

Stocks held652135 new · 79 sold out

Top 5 weight22.9%spread out

Turnover30%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	AAPL Apple Inc	$281M	7.1%	845K	−108K (−11%)		8 of 8
2	NVDA Nvidia Corporation	$254M	6.4%	1.1M	+183K (+20%)		8 of 8
3	AMZN Amazon Com Inc	$140M	3.5%	561K	+71K (+14%)		8 of 8
4	GOOGL Alphabet Inc	$119M	3.0%	344K	+63K (+22%)		8 of 8
5	QQQ Invesco Qqq TR	$109M	2.8%	147K	+3,952 (+3%)		8 of 8
6	IVV Ishares TR	$108M	2.7%	141K	−8,759 (−6%)		8 of 8
7	SPY Spdr S&P 500 ETF TR	$102M	2.6%	133K	+5,809 (+5%)		8 of 8
8	TSLA Tesla Inc	$98.4M	2.5%	277K	+73K (+36%)		8 of 8
9	MSFT Microsoft Corp	$83.8M	2.1%	163K	−32K (−16%)		8 of 8
10	META Meta Platforms Inc	$83.7M	2.1%	115K	−4,214 (−4%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 642 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
BTC Grayscale Bitcoin Mini	$15.2M	586K
REGN Regeneron Pharmaceutical	$13.7M	22K
PDD Pdd Holdings Inc	$13M	171K
DG Dollar Gen Corp New	$3.9M	34K
APA Apa Corporation	$3.8M	118K

🔒 Free account: see all 30.

Reported value

last 8 quarters

$2.4BQ4 '24

$2.4BQ1 '25

$2.6BQ2 '25

$3BQ3 '25

$3BQ4 '25

$3.2BQ1 '26

$3.8BQ2 '26

$3.9BQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Oct 16, 2026	13F-HR	Q3 2026	SEC filing ↗

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SteelPeak Wealth 13F FAQ

What does SteelPeak Wealth own?

SteelPeak Wealth reported 652 stocks worth $3.9B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (7.1%), NVDA (6.4%) and AMZN (3.5%). The table above lists every position in the filing (the top 10 without an account).

What did SteelPeak Wealth buy and sell in Q3 2026?

Compared with Q2 2026: 135 new positions, 259 added to, 221 trimmed and 79 sold out. New positions include HDV, SCHV and XOM. It sold all of BTC, REGN and PDD.

When will SteelPeak Wealth file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is SteelPeak Wealth's portfolio worth?

The Q3 2026 filing reports $3.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.