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SteelPeak Wealth, LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $4,067,892,271
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $281,291,962
- NVIDIA CORPORATION · COM · 67066G104 · shares: $253,814,535
- AMAZON COM INC · COM · 023135106 · shares: $139,811,344
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $118,509,723
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $108,885,090
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $108,178,283
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $101,748,979
- TESLA INC · COM · 88160R101 · shares: $98,367,736
- MICROSOFT CORP · COM · 594918104 · shares: $83,757,574
- META PLATFORMS INC · CL A · 30303M102 · shares: $83,678,162
Reported holdings
702 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| KANDI TECHNOLOGIES GROUP INC | USD ORD SHS | G5214E103 | — | 10,000 shares | $7,898 |
| HERON THERAPEUTICS INC | COM | 427746102 | — | 16,181 shares | $5,073 |