SteelPeak Wealth, LLC
•CIK: 1801868•Filing: Q4 2025
SteelPeak Wealth, LLC manages $2.5B across a diversified portfolio of 493 positions. The fund exhibits significant concentration in mega-cap technology and index exposure, notably holding AMZN at $103.6M and NDQ at $98.7M. Top allocations also include GOOGL ($96.7M), SPY ($85.5M), and MSFT ($60.2M), indicating a core focus on large-cap growth and market beta capture. This structure suggests a systematic, technology-weighted approach to capital appreciation.
Total AUM
$2.5B
QoQ Performance
+9.9%
Positions
344
Top 10 Concentration
30.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN4.1%
NDQ3.9%
GOOGL3.8%
SPY3.4%
MSFT2.4%
META2.4%
QQQE2.3%
IUSB2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.8%
Technology17.4%
Consumer6.4%
ETF5.8%
Healthcare5.1%
Financial3.5%
Industrial1.3%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
+349 more exited positions
Changes from Q3 2025
NEW33 new positions
↑86 increased
↓79 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023