§ 13F · FUND PROFILE
Sterneck Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $197.1T (13F)Positions · 99Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.1T 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 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 86K | $23.2T | 10.5% | −1% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 102K | $19.5T | 8.8% | +2% |
| 3 | SPEM | SPDR INDEX SHS FDS | 263K | $12.3T | 5.6% | −1% |
| 4 | JPIN | J P MORGAN EXCHANGE TRADED F | 169K | $11.5T | 5.2% | +2% |
| 5 | JPUS | J P MORGAN EXCHANGE TRADED F | 89K | $11.0T | 5.0% | +3% |
| 6 | GBIL | GOLDMAN SACHS ETF TR | 83K | $8.3T | 3.7% | −5% |
| 7 | SPTM | SPDR SERIES TRUST | 98K | $8.0T | 3.6% | +4% |
| 8 | SPY | SPDR S&P 500 ETF TR | 10K | $7.1T | 3.2% | +7% |
| 9 | AVUS | AMERICAN CENTY ETF TR | 64K | $7.1T | 3.2% | +18% |
| 10 | LRGF | ISHARES TR | 93K | $6.5T | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERNECK SIGNAL
AC read
Sterneck Capital Management, LLC is a Other fund managing $197115.1 trillion in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed