SteelPeak Wealth, LLC — 13F Holdings & Portfolio

CIK 1801868 · latest 13F-HR filed 2026-07-13

SteelPeak Wealth, LLC manages $3.86B in 13F-reported U.S. long-equity assets across 643 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.14%), NVDA (4.80%), AMZN (3.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 128 new positions and exited 59; 267 existing positions rose in reported value and 136 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$3.86B

Long-equity book

Holdings

643

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+128 / −59 / ↑267 / ↓136

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

AAPL7.2% · -6%NVDA4.9% · +3%AMZN3.1% · -8%IVV3.0% · +56%QQQ2.8% · -2%GOOGL2.6% · -14%SPY2.5% · -15%TSLA2.3% · +9%INTC2.1% · -21%AMD2.1% · -43%MSFT1.9% · +10%AMGN1.8% · +39%META1.8% · +11%IUSB1.7% · +26%MU1.6% · -44%AVGO1.6% · +31%AMAT1.6% · -16%LRCX1.6% · -4%NFLX1.4% · +92%IVW0.9% · -3%DYNF0.9% · +1%MRVL0.9% · -30%TXN0.8% · +45%IVE0.8% · -21%IWM0.8% · -2%GOOG0.8% · -1%DIA0.8% · -14%TMUS0.8% · +192%COST0.7% · +93%MTUM0.6% · -8%GOVT0.6% · +5%IEMG0.6% · -32%JNJ0.6% · +16%KLAC0.6% · +1039%VTI0.6% · +32%QCOM0.6% · +4%MRK0.6% · +25%ASTH0.6% · -17%XLK0.5% · -20%CVX0.5% · +3%MBB0.5% · +9%RIO0.5% · 0%EFG0.5% · +6%VZ0.5% · -4%BAI0.5% · -20%EFA0.5% · -10%ISRG0.4% · -30%BKNG0.4% · +134442%BTC0.4% · -2%ADI0.4% · new CAT0.4% · -42%EEM0.4% · -21%JPM0.4% · -38%TRV0.4% · +917%BRK.B0.4% · -3%CSCO0.4% · -77%TLH0.4% · -15%PG0.4% · +39%SOXX0.4% · +10%REGN0.4% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 32.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Assets Under Management

$4.15B

Discretionary

$4.10B

Employees

Accounts

8,591

Address

21650 OXNARD STREET
SUITE 2300
WOODLAND HILLS, CA 91367

Phone

(818) 835-8720

Website

WWW.STEELPEAK.COM
WWW.LINKEDIN.COM/COMPANY/STEEL-PEAK-WEALTH-MANAGEMENT
X.COM/STEELPEAKWEALTH

Name	Title / Status	Ownership	Type
ESMAILBEIGI, MAZIAR, NMN Control	CHIEF INVESTMENT OFFICER	Less than 5%	Individual
STEELPEAK HOLDINGS LLC Control	MEMBER	75% or more	Domestic Entity
THE REZA ZAMANI LIVING TRUST Control	SHAREHOLDER	50–75%	Domestic Entity
Williamson, Airene Control	CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER	Less than 5%	Individual
ZAMANI, ALIREZA, NMN Control	CHIEF FINANCIAL OFFICER	Less than 5%	Individual
ZAMANI, REZA, NMN Control	CHIEF EXECUTIVE OFFICER	Less than 5%	Individual
ZAMANI, REZA, NMN Control	TRUSTEE	General partner	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

ISHARES TR$49.6M +79.0%
INTEL CORP$48.8M +151.3%
ADVANCED MICRO DEVICES INC$30.5M +63.0%
MICRON TECHNOLOGY INC$29.5M +90.2%
NVIDIA CORPORATION$29.2M +18.7%

Show all 267 →

Top Trims

CISCO SYS INC-$25.9M -65.3%
GILEAD SCIENCES INC-$17.1M -98.2%
PALANTIR TECHNOLOGIES INC-$15.9M -57.8%
ISHARES TR-$14.7M -60.3%
LINDE PLC-$11.1M -91.2%

Show all 136 →

New Positions

Show all 128 →

Exited Positions

Show all 59 →

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

SteelPeak Wealth, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	APPLE INC	AAPL	037833100	$275.7M	7.14%	952,871	SH
2	NVIDIA CORPORATION	NVDA	67066G104	$185.6M	4.80%	927,363	SH
3	AMAZON COM INC	AMZN	023135106	$116.9M	3.03%	490,421	SH
4	ISHARES TR	IVV	464287200	$112.3M	2.91%	150,012	SH
5	INVESCO QQQ TR	QQQ	46090E103	$105.5M	2.73%	143,087	SH
6	ALPHABET INC	GOOGL	02079K305	$100.7M	2.61%	281,646	SH
7	STATE STR SPDR S&P 500 ETF T	SPY	78462F103	$95.3M	2.47%	127,281	SH
8	TESLA INC	TSLA	88160R101	$85.8M	2.22%	203,996	SH
9	INTEL CORP	INTC	458140100	$81.0M	2.10%	580,058	SH
10	ADVANCED MICRO DEVICES INC	AMD	007903107	$78.8M	2.04%	135,689	SH
11	MICROSOFT CORP	MSFT	594918104	$72.8M	1.88%	195,044	SH
12	AMGEN INC	AMGN	031162100	$68.4M	1.77%	188,790	SH
13	META PLATFORMS INC	META	30303M102	$67.4M	1.74%	119,604	SH
14	ISHARES TR	IUSB	46434V613	$63.5M	1.64%	1,376,841	SH
15	MICRON TECHNOLOGY INC	MU	595112103	$62.1M	1.61%	53,833	SH
16	BROADCOM INC	AVGO	11135F101	$61.5M	1.59%	162,837	SH
17	APPLIED MATLS INC	AMAT	038222105	$61.0M	1.58%	84,338	SH
18	LAM RESEARCH CORP	LRCX	512807306	$59.9M	1.55%	138,129	SH
19	NETFLIX INC.	NFLX	64110L106	$52.5M	1.36%	735,898	SH
20	ISHARES TR	IVW	464287309	$35.4M	0.92%	257,599	SH
21	BLACKROCK ETF TRUST	DYNF	09290C103	$34.5M	0.89%	507,775	SH
22	MARVELL TECHNOLOGY INC	MRVL	573874104	$32.6M	0.84%	109,543	SH
23	TEXAS INSTRS INC	TXN	882508104	$32.1M	0.83%	107,762	SH
24	ISHARES TR	IVE	464287408	$29.9M	0.77%	131,659	SH
25	ISHARES TR	IWM	464287655	$29.1M	0.75%	96,759	SH
26	ALPHABET INC	GOOG	02079K107	$29.0M	0.75%	82,103	SH
27	STATE STR SPDR DOW JONES IND	DIA	78467X109	$28.9M	0.75%	55,198	SH
28	T-MOBILE US INC	TMUS	872590104	$28.8M	0.75%	171,871	SH
29	COSTCO WHOLESALE CORPORATION	COST	22160K105	$27.9M	0.72%	29,775	SH
30	ISHARES TR	MTUM	46432F396	$24.4M	0.63%	71,207	SH
31	ISHARES TR	GOVT	46429B267	$23.9M	0.62%	1,050,429	SH
32	ISHARES INC	IEMG	46434G103	$23.8M	0.62%	287,273	SH
33	JOHNSON & JOHNSON	JNJ	478160104	$23.0M	0.60%	90,701	SH
34	KLA CORP	KLAC	482480100	$22.5M	0.58%	74,626	SH
35	VANGUARD INDEX FDS	VTI	922908769	$22.4M	0.58%	60,449	SH
36	QUALCOMM INC	QCOM	747525103	$22.2M	0.58%	120,222	SH
37	MERCK & CO INC	MRK	58933Y105	$22.0M	0.57%	170,247	SH
38	TESLA INC Call	TSLA	88160R101	$22.0M	0.57%	52,200	PRN
39	ASTRANA HEALTH INC	ASTH	03763A207	$21.6M	0.56%	464,937	SH
40	SELECT SECTOR SPDR TR	XLK	81369Y803	$20.6M	0.53%	108,265	SH
41	CHEVRON CORPORATION	CVX	166764100	$19.7M	0.51%	118,919	SH
42	ISHARES TR	MBB	464288588	$19.6M	0.51%	207,334	SH
43	RIO TINTO PLC	RIO	767204100	$18.2M	0.47%	191,237	SH
44	ISHARES TR	EFG	464288885	$18.0M	0.47%	145,063	SH
45	VERIZON COMMUNICATIONS INC	VZ	92343V104	$18.0M	0.47%	424,511	SH
46	BLACKROCK ETF TRUST	BAI	09290C780	$17.7M	0.46%	335,401	SH
47	ISHARES TR	EFA	464287465	$17.5M	0.45%	168,692	SH
48	INTUITIVE SURGICAL INC	ISRG	46120E602	$15.6M	0.40%	39,180	SH
49	BOOKING HOLDINGS INC	BKNG	09857L108	$15.3M	0.40%	86,107	SH
50	GRAYSCALE BITCOIN MINI TR ET	BTC	389930207	$15.2M	0.39%	585,796	SH