§ 13F · FUND PROFILE
STEINBERGANNA WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212.6T (13F)Positions · 133Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 255K | $37.9T | 17.7% | +4% |
| 2 | QQQ | INVESCO QQQ TR | 37K | $22.5T | 10.6% | +5% |
| 3 | SPY | SPDR S&P 500 ETF TR | 31K | $21.3T | 10.0% | +6% |
| 4 | AAPL | APPLE INC | 49K | $13.4T | 6.3% | ±0% |
| 5 | IYY | ISHARES TR | 38K | $6.3T | 3.0% | −4% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 27K | $5.2T | 2.4% | +1% |
| 7 | IMCG | ISHARES TR | 56K | $4.5T | 2.1% | −3% |
| 8 | MSFT | MICROSOFT CORP | 9K | $4.4T | 2.1% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 23K | $4.4T | 2.0% | −1% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 18K | $4.0T | 1.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEINBERGANNA SIGNAL
AC read
STEINBERGANNA WEALTH MANAGEMENT is a Other fund managing $212595.6 trillion in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed