Steel Peak Wealth Management LLC
CIK:0001801868
Investment Adviser
$3B AUM
579 holdings
Woodland Hills, CA, United States
SteelPeak Wealth is a fiduciary-driven wealth management firm dedicated to simplifying complex financial planning.
Investment Strategy
Customized financial planning including investment, tax, estate, and retirement planning.
Latest 13F Filing Activity
Steel Peak Wealth Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 526 equity positions and 42 options positions with a total 13F market value of $3B. The fund increased holdings in Apple Inc., Nvidia Corporation, Grayscale Bitcoin Mini TR Et among other positions. Steel Peak Wealth Management LLC reduced exposure to SPDR Series Trust, Amgen Inc., Fidelity Covington Trust among others.
Top Holdings
Equity Positions (526)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.32% | $219.7M | 862,933 | $143.91 | $254.63 | +$56.8M |
N NVDA | NVIDIA CORPORATION | 4.92% | $147.8M | 792,356 | $69.76 | $186.58 | +$42.9M |
A AMZN | AMAZON COM INC | 3.21% | $96.2M | 438,339 | $144.79 | $219.57 | +$11.2M |
M MSFT | MICROSOFT CORP | 2.79% | $83.8M | 161,812 | $336.88 | $517.95 | +$14.0M |
S SPY | SPDR S&P 500 ETF TR | 2.63% | $78.8M | 118,235 | $466.85 | $666.18 | +$18.6M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | — | Put | $4.5M | 75 | $600.37 | $470.86 | 0 | +$365.5K |
G GOOG | ALPHABET INC | Sold | Call | $3.0M | 125 | $243.55 | $156.27 | -4 | +$756.0K |
N NVDA | NVIDIA CORPORATION | Bought | Put | $2.2M | 120 | $186.58 | $162.76 | +20 | +$659.1K |
M META | META PLATFORMS INC | Sold | Call | $2.2M | 30 | $734.38 | $572.85 | -4 | -$306.4K |
N NVDA | NVIDIA CORPORATION | — | Call | $2.2M | 116 | $186.58 | $112.63 | 0 | +$331.6K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+11.9%
ELECTRONIC COMPUTERS
+7.5%
SERVICES-PREPACKAGED SOFTWARE
+6.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.2%
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