§ 13F · FUND PROFILE
STEINBERGANNA WEALTH MANAGEMENT.
AUM · $246M (13F)Positions · 139Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 263K | $43M | 17.6% | ±0% |
| 2 | QQQ | INVESCO QQQ TR | 38K | $28M | 11.5% | ±0% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 34K | $25M | 10.3% | +2% |
| 4 | AAPL | APPLE INC | 48K | $14M | 5.7% | ±0% |
| 5 | IYY | ISHARES TR | 36K | $7M | 2.7% | −1% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 27K | $6M | 2.4% | +1% |
| 7 | IMCG | ISHARES TR | 51K | $5M | 2.0% | −4% |
| 8 | PANW | PALO ALTO NETWORKS INC | 13K | $4M | 1.8% | −27% |
| 9 | NVDA | NVIDIA CORPORATION | 21K | $4M | 1.7% | ±0% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 17K | $4M | 1.7% | −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 $246 million in assets. The fund runs a portfolio of 139 positions.
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