Manager × security

SteelPeak Wealth, LLC NVDA holdings history

Who else holds this security? →

NVIDIA CORP · CUSIP 67066G104 · CIK 1801868

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, SteelPeak Wealth, LLC reported 927.36K NVDA (shares), valued at $185.56M, or 4.88% of its reported non-derivative portfolio. Filed 2026-07-13.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
4.88%
Shares
927.36K
927,363
Reported value
$185.56M
USD

Shares increased 3.44%; reported value increased 18.67%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20264.88%927,363SEC filing ↗Filed Jul 13, 2026
Q1 20264.90%896,537SEC filing ↗Filed May 5, 2026
Q4 20254.40%717,523SEC filing ↗Filed Jan 20, 2026
Q3 20254.97%792,356SEC filing ↗Filed Oct 21, 2025
Q2 20254.09%664,258SEC filing ↗Filed Jul 23, 2025
Q1 20253.46%749,542SEC filing ↗Filed May 1, 2025
Q4 20244.09%734,413SEC filing ↗Filed Jan 23, 2025
Q3 20244.06%753,800SEC filing ↗Filed Oct 25, 2024
Q2 20244.61%787,927SEC filing ↗Filed Jul 17, 2024
Q1 20242.69%58,167SEC filing ↗Filed Apr 18, 2024
Q4 20231.65%56,780SEC filing ↗Filed Jan 24, 2024
Q3 20232.10%76,321SEC filing ↗Filed Nov 3, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20232.10%76,321$33.20MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 3, 2023
Q4 20231.65%56,780$28.12MShares decreased 25.60%; reported value decreased 15.30%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 24, 2024
Q1 20242.69%58,167$52.56MShares increased 2.44%; reported value increased 86.91%, and weight changed +1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 18, 2024
Q2 20244.61%787,927$97.34MShares increased 1254.59%; reported value increased 85.21%, and weight changed +1.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 17, 2024
Q3 20244.06%753,800$91.55MShares decreased 4.33%; reported value decreased 5.95%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 25, 2024
Q4 20244.09%734,413$98.62MShares decreased 2.57%; reported value increased 7.73%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 23, 2025
Q1 20253.46%749,542$81.24MShares increased 2.06%; reported value decreased 17.62%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 1, 2025
Q2 20254.09%664,258$104.95MShares decreased 11.38%; reported value increased 29.18%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 23, 2025
Q3 20254.97%792,356$147.85MShares increased 19.28%; reported value increased 40.87%, and weight changed +0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 21, 2025
Q4 20254.40%717,523$133.82MShares decreased 9.44%; reported value decreased 9.49%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 20, 2026
Q1 20264.90%896,537$156.36MShares increased 24.95%; reported value increased 16.85%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 5, 2026
Q2 20264.88%927,363$185.56MShares increased 3.44%; reported value increased 18.67%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 13, 2026
SteelPeak Wealth, LLC · NVIDIA CORP

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1801868","quarter":"2026Q2","cusip":"67066G104"}

get_institutional_manager_history
{"cik":"1801868","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.