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Home > Institutional Investor > Steel Peak Wealth Management Llc > Profile

Instuitional Investor - Steel Peak Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Steel Peak Wealth Management Llc
Portfolio Value $4,067,892,271
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 844,670 $281,291,962 6.91%
2.
Nvidia Corp
 NVDA 1,110,168 $253,814,535 6.24%
3.
Amazon Com Inc
 AMZN 561,153 $139,811,344 3.44%
4.
Alphabet Inc.
 GOOGL 344,425 $118,509,723 2.91%
5.
Invesco Qqq Tr
 147,039 $108,885,090 2.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.