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

  1. ITOT ISHARES TR — $43.1M (18.5%)
  2. QQQ INVESCO QQQ TR — $28.5M (12.2%)
  3. SPY SPDR S&P 500 ETF TR — $26.1M (11.2%)
  4. AAPL APPLE INC — $6.64M (2.9%)
  5. IYY ISHARES TR — $6.63M (2.9%)
  6. RSP INVESCO EXCHANGE TRADED FD T — $5.50M (2.4%)
  7. PANW PALO ALTO NETWORKS INC — $5.18M (2.2%)
  8. IMCG ISHARES TR — $4.72M (2.0%)
  9. VIG VANGUARD SPECIALIZED FUNDS — $4.00M (1.7%)
  10. CRWD CROWDSTRIKE HLDGS INC — $3.95M (1.7%)