Steel Peak Wealth Management LLC
RIA/Wealth • Long/Short
Steel Peak Wealth Management LLC is a RIA/Wealth specializing in Long/Short based in Nashua, NH led by Reza Nmn Zamani, reporting $3.4B in AUM as of Q3 2025 with 31% ETF concentration.
CEOReza Nmn Zamani
- Portfolio Value
- $3.0B
- Positions
- 531
- Top Holding
- AAPL at 7.43%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Steel Peak Wealth Management LLC's portfolio (32.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $219.7M | 7.43% | +$17.6M Bought | 0.01% 862.9K shares | |
Semiconductors Technology | $147.8M | 5.00% | +$23.9M Bought | 0.00% 792.4K shares | |
Specialty Retail Consumer Cyclical | $96.2M | 3.25% | +$11.1M Bought | 0.00% 438.3K shares | |
Software - Infrastructure Technology | $83.8M | 2.83% | +$11.1M Bought | 0.00% 161.8K shares | |
ETF ETF | $78.8M | 2.67% | +$14.1M Bought | — 118.2K shares | |
ETF ETF | $76.5M | 2.59% | +$1.9M Bought | — 127.4K shares | |
Internet Content & Information Communication Services | $74.5M | 2.52% | +$989.9K Bought | 0.00% 306.3K shares | |
Internet Content & Information Communication Services | $74.1M | 2.51% | +$8.5M Bought | 0.00% 101.0K shares | |
Semiconductors Technology | $59.1M | 2.00% | +$14.7M Bought | 0.00% 179.2K shares | |
Auto - Manufacturers Consumer Cyclical | $57.1M | 1.93% | -$89.4K Sold | 0.00% 128.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Steel Peak Wealth Management LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Steel Peak Wealth Management LLC
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