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Steelhead Wealth Management LLC

Q2 2026 13F filing

Updated 27 days ago

96 disclosed positions worth $248.4M

Portfolio value
$248.4M
Total holdings
96
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

INVESCO QQQ TR

Value
$38.9M
Shares
52.9K
% Port
15.67%
V

VANGUARD INDEX FDS

Value
$25.1M
Shares
115.1K
% Port
10.10%
D
3.DIA

STATE STR SPDR DOW JONES IND

Value
$14.5M
Shares
27.7K
% Port
5.82%
E

BLACKROCK ETF TRUST

Value
$12.9M
Shares
189.8K
% Port
5.20%
S

SPDR SERIES TRUST

Value
$11.6M
Shares
131.7K
% Port
4.66%
V

VANGUARD INTL EQUITY INDEX F

Value
$10.7M
Shares
180.0K
% Port
4.32%
E

BLACKROCK ETF TRUST

Value
$8.7M
Shares
164.5K
% Port
3.49%
E

BLACKROCK ETF TRUST

Value
$7.1M
Shares
193.6K
% Port
2.85%
?
9.N/A

DBX ETF TR

Value
$6M
Shares
110.3K
% Port
2.43%
E
10.ETHA

BLACKROCK ETF TRUST

Value
$5.7M
Shares
112.7K
% Port
2.29%
V
11.VGES

VANGUARD BD INDEX FDS

Value
$5.3M
Shares
71.8K
% Port
2.12%
G

GLOBAL X FDS

Value
$5.1M
Shares
85.4K
% Port
2.05%
E
13.ETHA

BLACKROCK ETF TRUST

Value
$4.4M
Shares
155.9K
% Port
1.76%
?
14.N/A

AMERICAN CENTY ETF TR

Value
$4.2M
Shares
33.5K
% Port
1.68%
C

CAPITAL GRP FIXED INCM ETF T

Value
$4M
Shares
147.4K
% Port
1.62%
V
16.VGES

VANGUARD INDEX FDS

Value
$4M
Shares
5.8K
% Port
1.60%
E
17.ETHA

INVESCO EXCHANGE TRADED FD T

Value
$3.3M
Shares
36.6K
% Port
1.33%
V
18.VGES

VANGUARD INDEX FDS

Value
$3.2M
Shares
40.0K
% Port
1.30%
I
19.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$3.1M
Shares
27.8K
% Port
1.26%
?
20.N/A

GLOBAL X FDS

Value
$3.1M
Shares
52.7K
% Port
1.25%
E
21.ETHA

ISHARES TR

Value
$2.9M
Shares
13.2K
% Port
1.17%
B
22.BOW

BOWHEAD SPECIALTY HLDGS INC

Value
$2.9M
Shares
95.6K
% Port
1.15%
S
23.SPY

STATE STR SPDR S&P 500 ETF T

Value
$2.8M
Shares
3.7K
% Port
1.12%
E
24.ETHA

ISHARES TR

Value
$2.8M
Shares
10.9K
% Port
1.11%
?
25.N/A

EA SERIES TRUST

Value
$2.7M
Shares
61.4K
% Port
1.08%
C

CAPITAL GROUP CORE EQUITY ET

Value
$2.6M
Shares
58.7K
% Port
1.05%
E
27.ETHA

ISHARES TR

Value
$2.5M
Shares
17.8K
% Port
0.99%
M
28.MSFT

DIMENSIONAL ETF TRUST

Value
$2.4M
Shares
43.7K
% Port
0.95%
V
29.VGES

VANGUARD MUN BD FDS

Value
$2.2M
Shares
43.4K
% Port
0.88%
E
30.ETHA

ISHARES TR

Value
$2.2M
Shares
22.6K
% Port
0.88%
E
31.ETHA

ISHARES TR

Value
$1.9M
Shares
9.5K
% Port
0.76%
S

SCHWAB STRATEGIC TR

Value
$1.8M
Shares
55.7K
% Port
0.71%
A
33.AAPL

APPLE INC

Value
$1.7M
Shares
6.0K
% Port
0.70%
E
34.ETHA

ISHARES TR

Value
$1.7M
Shares
76.2K
% Port
0.69%
E
35.ETHA

ISHARES TR

Value
$1.6M
Shares
6.9K
% Port
0.63%
J

ISHARES TR

Value
$1.5M
Shares
67.4K
% Port
0.62%
?
37.N/A

INVESCO EXCH TRADED FD TR II

Value
$1.3M
Shares
21.6K
% Port
0.52%
E
38.ETHA

ISHARES TR

Value
$1.3M
Shares
1.7K
% Port
0.50%
I
39.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$1.2M
Shares
7.2K
% Port
0.49%
E
40.ETHA

ISHARES TR

Value
$1.1M
Shares
7.4K
% Port
0.44%
R
41.RTX

RTX CORPORATION

Value
$1.1M
Shares
5.8K
% Port
0.44%
N
42.NVDA

NVIDIA CORPORATION

Value
$1.1M
Shares
5.3K
% Port
0.43%
V
43.VGES

VANGUARD INTL EQUITY INDEX F

Value
$1M
Shares
6.7K
% Port
0.42%
E
44.ETHA

ISHARES TR

Value
$1M
Shares
2.4K
% Port
0.41%
E
45.ETHA

ISHARES TR

Value
$994K
Shares
2.4K
% Port
0.40%
E
46.ETHA

ISHARES TR

Value
$958K
Shares
10.1K
% Port
0.39%
V
47.VGES

VANGUARD INDEX FDS

Value
$873K
Shares
2.9K
% Port
0.35%
E
48.ETHA

ISHARES TR

Value
$806K
Shares
10.5K
% Port
0.32%
A
49.AMZN

AMAZON COM INC

Value
$796K
Shares
3.3K
% Port
0.32%
K
50.KNSL

KINSALE CAP GROUP INC

Value
$754K
Shares
2.3K
% Port
0.30%