CIK 2089528
STEINBERGANNA WEALTH MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
127
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 127
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITOT | ISHARES TR | 255K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 37K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 31K | $1M+ | SH |
| AAPL | APPLE INC | 49K | $1M+ | SH |
| IYY | ISHARES TR | 38K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 27K | $1M+ | SH |
| IMCG | ISHARES TR | 56K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 23K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 18K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 7K | $1M+ | SH |
| ILCG | ISHARES TR | 32K | $1M+ | SH |
| PODD | INSULET CORP | 11K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 17K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| IGSB | ISHARES TR | 55K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| ISCG | ISHARES TR | 50K | $1M+ | SH |
| URI | UNITED RENTALS INC | 3K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 27K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 26K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 80K | $1M+ | SH |
| BTU | PEABODY ENERGY CORP | 61K | $1M+ | SH |
| AGG | ISHARES TR | 18K | $1M+ | SH |
| FTNT | FORTINET INC | 22K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| IGIB | ISHARES TR | 27K | $1M+ | SH |
| EQIX | EQUINIX INC | 2K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 21K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 70K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| MGNI | MAGNITE INC | 69K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 19K | $1M+ | SH |
| BX | BLACKSTONE INC | 7K | $1M+ | SH |
| LLY | ELI LILLY & CO | 933 | $1M+ | SH |
| ZTS | ZOETIS INC | 8K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| MBB | ISHARES TR | 9K | $500K+ | SH |
| IEI | ISHARES TR | 6K | $500K+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 16K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 14K | $500K+ | SH |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 13K | $500K+ | SH |