SteelPeak Wealth, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$3.3B
Holdings
526
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 1.6% (8.9k → 8.8k shares)
7.9%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +11.1% (5.1k → 5.6k shares)
5.0%
03
$TSLA
TESLA INC
Q4 2025: Sold 76.3% (4.6k → 1.1k shares)
3.6%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 2.9% (7.0k → 6.8k shares)
3.4%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 82.7% (3.0k → 520 shares)
3.0%
06
$GOOGL
ALPHABET INC
Q4 2025: Sold 74.2% (9.2k → 2.4k shares)
2.9%
07
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 93.6% (22.5k → 1.4k shares)
2.6%
08
$MSFT
MICROSOFT CORP
Q1 2026: Increased +14.3% (1.9k → 2.2k shares)
2.2%
09
$META
META PLATFORMS INC
Q1 2026: Sold 6.9% (1.5k → 1.4k shares)
2.0%
10
$IVV
ISHARES TR
Q4 2025: Sold 98.4% (67.6k → 1.1k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:13 UTC.