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Airene Williamson

Steelpeak Wealth, Llc

Assets Managed
$3.863B
Holdings
596
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
17.97%(2Q avg: 12.34%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Steelpeak Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 596 positions.

Assets under management

The assets under management (AUM) of Steelpeak Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.863B in assets, with a quarterly growth rate of 17.97% and a 2-quarter average growth rate of 12.34%. The portfolio is managed by Airene Williamson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -5.68%
7.19%
$277.575M
959,271 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.35%
4.99%
$192.579M
962,463 shares@ $200.1 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -8.12%
3.06%
$118.055M
495,321 shares@ $238.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 56.11%
2.91%
$112.343M
150,012 shares@ $748.9 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -18.86%
2.8%
$107.882M
256,496 shares@ $420.61 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -10.01%
2.78%
$107.013M
299,446 shares@ $357.38 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.05%
2.75%
$105.849M
143,587 shares@ $737.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -14.11%
2.51%
$96.628M
129,081 shares@ $748.59 avg price
INTC
Intel Corp
Recent Activity
Decreased -20.56%
2.1%
$80.993M
580,058 shares@ $139.63 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -42.94%
2.05%
$78.823M
135,689 shares@ $580.91 avg price

1-10 of 596