§ 13F · FUND PROFILE
STEINBERGANNA WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $213M (13F)Positions · 133Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 263K | $37M | 18.0% | +3% |
| 2 | QQQ | INVESCO QQQ TR | 38K | $22M | 10.6% | +4% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 33K | $22M | 10.4% | +6% |
| 4 | AAPL | APPLE INC | 48K | $12M | 5.9% | −2% |
| 5 | IYY | ISHARES TR | 37K | $6M | 2.8% | −4% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 27K | $5M | 2.5% | ±0% |
| 7 | IMCG | ISHARES TR | 53K | $4M | 2.0% | −6% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 18K | $4M | 1.8% | −3% |
| 9 | NVDA | NVIDIA CORPORATION | 21K | $4M | 1.8% | −10% |
| 10 | MSFT | MICROSOFT CORP | 9K | $3M | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEINBERGANNA SIGNAL
AC read
STEINBERGANNA WEALTH MANAGEMENT is a Other fund managing $213 million in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed