STEINBERGANNA WEALTH MANAGEMENT — 13F holdings
STEINBERGANNA WEALTH MANAGEMENT reported 139 holdings worth $233M in its 13F filing for Q3 2026, filed October 23, 2026.
Largest positions
- ITOT ISHARES TR — $43.1M (18.5%)
- QQQ INVESCO QQQ TR — $28.5M (12.2%)
- SPY SPDR S&P 500 ETF TR — $26.1M (11.2%)
- AAPL APPLE INC — $6.64M (2.9%)
- IYY ISHARES TR — $6.63M (2.9%)
- RSP INVESCO EXCHANGE TRADED FD T — $5.50M (2.4%)
- PANW PALO ALTO NETWORKS INC — $5.18M (2.2%)
- IMCG ISHARES TR — $4.72M (2.0%)
- VIG VANGUARD SPECIALIZED FUNDS — $4.00M (1.7%)
- CRWD CROWDSTRIKE HLDGS INC — $3.95M (1.7%)