SteelPeak Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Woodland Hills, CA
CIK
0001801868
Alternate names
Steel Peak Wealth Management LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 538 2,158,942 AAPL, NVDA, IVV, AMZN 13F-HR 7/16/2024 000122107324000053
Q1 2024 473 1,986,379 AAPL, IVV, AMZN, MSFT 13F-HR 4/17/2024 000122107324000026
Q4 2023 446 1,726,874 AAPL, IVV, AMZN, GOOGL 13F-HR 1/23/2024 000122107324000006
Q3 2023 440 1,593,933 AAPL, IVV, AMZN, MSFT 13F-HR 11/2/2023 000122107323000077
Q2 2023 444 1,686,913 AAPL, IVV, AMZN, IUSB 13F-HR 8/2/2023 000122107323000057
Q1 2023 382 1,473,789 AAPL, IVV, IUSB, AMZN 13F-HR 5/8/2023 000122107323000040
Q4 2022 409 1,363,020 AAPL, VGT, IVV, VTI 13F-HR 1/25/2023 000122107323000004
Q3 2022 398 1,344,041 AAPL, IVV, AMZN, TSLA 13F-HR 10/26/2022 000122107322000078
Q2 2022 396 1,391,458 AAPL, IVV, AMZN, GOOGL 13F-HR 8/2/2022 000122107322000060
Q1 2022 431 1,766,939 AAPL, IVV, AMZN, TSLA 13F-HR 5/10/2022 000122107322000033
Q4 2021 416 1,768,447 AAPL, QQQ, AMZN, IVV 13F-HR 1/31/2022 000122107322000006
Q3 2021 427 1,513,107 AAPL, STMP, AMZN, IVV 13F-HR 11/15/2021 000122107321000124
Q2 2021 424 1,430,948 AAPL, STMP, AMZN, IVV 13F-HR 8/13/2021 000122107321000096
Q1 2021 379 1,270,219 AAPL, STMP, AMZN, IVV 13F-HR 5/17/2021 000122107321000068
Q4 2020 324 1,100,483 AAPL, STMP, AMZN, ESGU 13F-HR 2/4/2021 000122107321000010
Q3 2020 297 931,841 AAPL, STMP, AMZN, IVV 13F-HR 10/26/2020 000122107320000139
Q2 2020 271 793,379 STMP, AAPL, IVV, AMZN 13F-HR 7/21/2020 000122107320000116
Q1 2020 251 633,001 STMP, AAPL, GOVT, IVV 13F-HR 4/16/2020 000122107320000055
Q4 2019 258 725,619 AAPL, IVV, GOVT, STMP 13F-HR 2/6/2020 000122107320000022