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STEINBERGANNA WEALTH MANAGEMENT 13F holdings

Filed 2026-08-04 · STEINBERGANNA WEALTH MANAGEMENT · 139 positions · $246.0M

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TickerCompanySharesValue% of portfolio
ITOTISHARES TR263.4K$43.3M17.6%
QQQINVESCO QQQ TR38.3K$28.2M11.5%
SPYSTATE STR SPDR S&P 500 ETF T34.0K$25.4M10.3%
AAPLAPPLE INC48.3K$14.0M5.7%
IYYISHARES TR36.3K$6.6M2.7%
RSPINVESCO EXCHANGE TRADED FD T27.3K$5.8M2.4%
IMCGISHARES TR50.9K$5.0M2.0%
PANWPALO ALTO NETWORKS INC12.9K$4.4M1.8%
NVDANVIDIA CORPORATION21.1K$4.2M1.7%
VIGVANGUARD SPECIALIZED FUNDS17.4K$4.1M1.7%
URIUNITED RENTALS INC3.4K$3.9M1.6%
CRWDCROWDSTRIKE HLDGS INC4.9K$3.7M1.5%
IGSBISHARES TR66.0K$3.5M1.4%
ILCGISHARES TR29.2K$3.4M1.4%
FTNTFORTINET INC21.9K$3.4M1.4%
MSFTMICROSOFT CORP8.4K$3.1M1.3%
ISCGISHARES TR47.6K$3.1M1.3%
GOOGALPHABET INC8.7K$3.1M1.3%
GOOGLALPHABET INC7.8K$2.8M1.1%
AMZNAMAZON COM INC11.3K$2.7M1.1%
CLSCELESTICA INC6.4K$2.3M1.0%
VEAVANGUARD TAX-MANAGED FDS31.5K$2.2M0.9%
VCSHVANGUARD SCOTTSDALE FDS26.7K$2.1M0.9%
IWMISHARES TR6.6K$2.0M0.8%
VWOVANGUARD INTL EQUITY INDEX F31.3K$1.9M0.8%
AVGOBROADCOM INC4.9K$1.9M0.8%
AGGISHARES TR17.9K$1.8M0.7%
VCITVANGUARD SCOTTSDALE FDS20.6K$1.7M0.7%
SGOVISHARES TR16.8K$1.7M0.7%
—BLEICHROEDER ACQUISITI CORP163.2K$1.7M0.7%
MUMICRON TECHNOLOGY INC1.4K$1.6M0.6%
ELANELANCO ANIMAL HEALTH INC61.6K$1.5M0.6%
SOFISOFI TECHNOLOGIES INC80.5K$1.4M0.6%
BTUPEABODY ENGR CORP62.3K$1.4M0.6%
IGIBISHARES TR26.3K$1.4M0.6%
INFQINFLEQTION INC102.4K$1.4M0.6%
MGNIMAGNITE INC69.0K$1.3M0.5%
FPEFIRST TR EXCH TRADED FD III67.7K$1.2M0.5%
PWBINVESCO EXCHANGE TRADED FD T7.2K$1.2M0.5%
LLYELI LILLY & CO959$1.1M0.5%
JEPQJ P MORGAN EXCHANGE TRADED F17.6K$1.1M0.4%
NOWSERVICENOW INC10.0K$995,4810.4%
RPGINVESCO EXCHANGE TRADED FD T15.5K$991,7000.4%
TSLATESLA INC2.3K$949,2940.4%
JPMJPMORGAN CHASE & CO2.6K$862,3390.4%
NOCNORTHROP GRUMMAN CORP1.6K$800,4200.3%
JPIEJ P MORGAN EXCHANGE TRADED F17.2K$791,1390.3%
JAAAJANUS DETROIT STR TR15.6K$785,3720.3%
PIZINVESCO EXCH TRADED FD TR II14.0K$785,3620.3%
MRKMERCK & CO INC6.1K$781,7020.3%
BXBLACKSTONE INC6.2K$730,0710.3%
INTCINTEL CORP5.2K$723,0040.3%
LMTLOCKHEED MARTIN CORP1.4K$715,3040.3%
VYMIVANGUARD WHITEHALL FDS6.9K$673,5540.3%
METAMETA PLATFORMS INC1.2K$654,2270.3%
GDRXGOODRX HLDGS INC222.5K$640,8840.3%
DVYISHARES TR3.6K$563,3290.2%
IYWISHARES TR2.1K$531,8890.2%
IJHISHARES TR6.9K$530,2590.2%
HPPHUDSON PACIFIC PROPERTIES IN34.7K$527,3970.2%
Top Fund Holdings
13F
Top Fund Holdings

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