CIK 1801868
SteelPeak Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
493
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 493
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LIN | LINDE PLC | 35K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 390K | $1M+ | SH |
| PEP | PEPSICO INC | 102K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 438K | $1M+ | SH |
| ASTH | ASTRANA HEALTH INC | 580K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 43K | $1M+ | SH |
| EFA | ISHARES TR | 143K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 160K | $1M+ | SH |
| CAT | CATERPILLAR INC | 23K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 15K | $1M+ | SH |
| EEM | ISHARES TR | 222K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 14K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 78K | $1M+ | SH |
| ISD | PGIM HIGH YIELD BOND FUND IN | 740K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 132K | $1M+ | SH |
| HDV | ISHARES TR | 87K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 21K | $1M+ | SH |
| TFLR | T ROWE PRICE ETF INC | 198K | $1M+ | SH |
| HD | HOME DEPOT INC | 29K | $1M+ | SH |
| IAGG | ISHARES TR | 193K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| ABBV | ABBVIE INC | 41K | $1M+ | SH |
| V | VISA INC | 26K | $1M+ | SH |
| PFE | PFIZER INC | 344K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 276K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 17K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 26K | $1M+ | SH |
| MCD | MCDONALDS CORP | 25K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 79K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 62K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 115K | $1M+ | SH |
| ITA | ISHARES TR | 33K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 84K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 140K | $1M+ | SH |
| MMM | 3M CO | 41K | $1M+ | SH |
| BX | BLACKSTONE INC | 42K | $1M+ | SH |
| TFLO | ISHARES TR | 127K | $1M+ | SH |
| KLAC | KLA CORP | 5K | $1M+ | SH |
| KO | COCA COLA CO | 90K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 113K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 35K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 10K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 1K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| EMB | ISHARES TR | 56K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 9K | $1M+ | SH |
| T | AT&T INC | 214K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 37K | $1M+ | SH |
| GOVT | ISHARES TR | 223K | $1M+ | SH |