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 51–100 of 127
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 11K | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 8K | $500K+ | SH |
| PIZ | INVESCO EXCH TRADED FD TR II | 11K | $500K+ | SH |
| JOBY | JOBY AVIATION INC | 39K | $500K+ | SH |
| UNFI | UNITED NAT FOODS INC | 15K | $100K–$500K | SH |
| JAAA | JANUS DETROIT STR TR | 10K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| HDV | ISHARES TR | 4K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 6K | $100K–$500K | SH |
| IMCB | ISHARES TR | 5K | $100K–$500K | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| IVV | ISHARES TR | 630 | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 686 | $100K–$500K | SH |
| CSX | CSX CORP | 11K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 2K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 18K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 624 | $100K–$500K | SH |
| MSB | MESABI TR | 9K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| AMGN | AMGEN INC | 970 | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 16K | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| HYG | ISHARES TR | 4K | $100K–$500K | SH |
| SHYG | ISHARES TR | 7K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 493 | $100K–$500K | SH |
| CHRD | CHORD ENERGY CORPORATION | 3K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 913 | $100K–$500K | SH |
| KLAC | KLA CORP | 216 | $100K–$500K | SH |
| PFF | ISHARES TR | 8K | $100K–$500K | SH |
| MLP | MAUI LD & PINEAPPLE INC | 15K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 985 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| AON | AON PLC | 712 | $100K–$500K | SH |
| MUSA | MURPHY USA INC | 614 | $100K–$500K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| JEF | JEFFERIES FINL GROUP INC | 4K | $100K–$500K | SH |
| TDW | TIDEWATER INC NEW | 5K | $100K–$500K | SH |