Sign In
test

Airene Williamson

Steelpeak Wealth, Llc

Assets Managed
$3.275B
Holdings
527
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
6.71%(2Q avg: 4.46%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Steelpeak Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 527 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.275B in assets, with a quarterly growth rate of 6.71% and a 2-quarter average growth rate of 4.46%. The portfolio is managed by Airene Williamson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 21.02%
7.89%
$258.12M
1.017M shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 24.93%
4.97%
$162.434M
931,337 shares@ $174.41 avg price
TSLA
Tesla Inc
Recent Activity
Increased 122.3%
3.59%
$117.526M
316,142 shares@ $371.75 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 19.4%
3.43%
$112.28M
539,106 shares@ $208.27 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 18.88%
3%
$97.978M
150,301 shares@ $651.88 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 6.34%
2.93%
$95.693M
332,777 shares@ $287.57 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -15.5%
2.59%
$84.615M
146,600 shares@ $577.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 57.26%
2.22%
$72.618M
196,174 shares@ $370.18 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 21.56%
1.96%
$63.913M
111,711 shares@ $572.14 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 57.63%
1.92%
$62.771M
96,096 shares@ $653.21 avg price

1-10 of 527