SteelPeak Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Airene Williamson, reports the firm's holdings as of that date.
The report lists a total of 702 individual equity securities held by the firm. The top positions in the portfolio include significant stakes in Apple Inc., with 844,670 shares, and Amazon.com Inc., with 561,153 shares. Other notable holdings include shares of Broadcom Inc., with 166,331 shares, and shares of Alphabet Inc. Class A and Class C, totaling 356,175 shares combined.
The filing details a mix of common stock and various derivative positions, including call and put options. For example, the firm holds call options for Alphabet Inc. Class C, with 10,000 contracts, and put options for Barrick Mining Corp., with 10,000 contracts. The report also includes a substantial number of exchange-traded funds, such as BlackRock ETF Trust iShares Core S&P 500 ETF and iShares Core U.S. Aggregate Bond ETF, which hold 355,106 and 265,476 shares, respectively.
The filing also lists several positions in the energy sector, including shares of Chevron Corporation, with 68,729 shares, and shares of ConocoPhillips, with 51,094 shares. Additionally, the report includes positions in healthcare companies such as Amgen Inc., with 120,157 shares, and AbbVie Inc., with 36,971 shares.
