Top 50 SteelPeak Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.02% | 1.01M | $255.9M | +20.97%(+174.75K) | $156.56(+90.89%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.9% | 896.5K | $156.4M | +24.95%(+179.01K) | $86.53(+160.97%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.49% | 534.4K | $111.3M | +19.06%(+85.57K) | $160.78(+68.02%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.06% | 149.7K | $97.6M | +19.72%(+24.66K) | $499.69(+48.56%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.95% | 327.0K | $94.0M | +5.80%(+17.93K) | $146.35(+175.11%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.64% | 146.1K | $84.3M | -9.03%(-14.51K) | $458.31(+55.95%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.18% | 187.4K | $69.7M | +32.92%(+46.42K) | $287.99(+54.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.06% | 177.8K | $65.8M | +42.85%(+53.33K) | $358.58(+13.00%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.97% | 96.1K | $62.8M | +57.62%(+35.13K) | $526.25(+41.71%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.93% | 107.6K | $61.6M | +19.70%(+17.71K) | $423.88(+45.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.63% | +79.93% |
| Top 20 Holdings Unweighted | +23.57% | +88.70% |
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