Steel Peak Wealth Management LLC - Q12026 Holdings

Steel Peak Wealth Management LLC holds 527 stocks with a total portfolio value of $ 3.27B as of Q12026. In Q12026, Steel Peak Wealth Management LLC added 111 new positions, increased stakes in 217 stocks, reduced 171 holdings, and fully exited 77 positions. The largest holding is Apple Inc (AAPL), representing 7.88% of the total portfolio.