SteelPeak Wealth, LLC ETF holdings
Woodland Hills, CA
Reported $1.2B in 231 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
231
Change from prior quarter
+14.0%
With price moves
ETFs as a share of its 13F
31.6%
of $3.8B
Top 10 of 231 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $112.3M | 150,012 | +53,916 shares |
| QQQ | Invesco QQQ Trust | $105.5M | 143,087 | −3,013 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $95.3M | 127,281 | −22,420 shares |
| IUSB | iShares Core Universal USD Bond ETF | $63.5M | 1,376,841 | +285,882 shares |
| IVW | iShares S&P 500 Growth ETF | $35.4M | 257,599 | −8,069 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $34.5M | 507,775 | +4,273 shares |
| IVE | iShares S&P 500 Value ETF | $29.9M | 131,659 | −34,202 shares |
| IWM | iShares Russell 2000 ETF | $29.1M | 96,759 | −2,047 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $28.9M | 55,198 | −8,671 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $24.4M | 71,207 | −6,277 shares |
221 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001801868. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SteelPeak Wealth, LLC own?
SteelPeak Wealth, LLC reported 231 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was IVV, at $112.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.