STEINBERGANNA WEALTH MANAGEMENT
STEINBERGANNA WEALTH MANAGEMENT reported 139 positions worth $246.0M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: ITOT (17.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $43.3M | 17.59% | 263,439 | — | — | |
| ▸ 2 | QQQ | SH | $28.2M | 11.47% | 38,323 | — | — | |
| ▸ 3 | SPY | SH | $25.4M | 10.33% | 34,030 | — | — | |
| ▸ 4 | AAPL | SH | $14.0M | 5.68% | 48,306 | — | — | |
| ▸ 5 | IYY | SH | $6.6M | 2.69% | 36,265 | — | — | |
| ▸ 6 | RSP | SH | $5.8M | 2.37% | 27,348 | — | — | |
| ▸ 7 | IMCG | SH | $5.0M | 2.03% | 50,878 | — | — | |
| ▸ 8 | PANW | SH | $4.4M | 1.79% | 12,906 | — | — | |
| ▸ 9 | NVDA | SH | $4.2M | 1.72% | 21,112 | — | — | |
| ▸ 10 | VIG | SH | $4.1M | 1.68% | 17,416 | — | — |
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Frequently Asked Questions
What stocks does STEINBERGANNA WEALTH MANAGEMENT hold as of Q2 2026?
STEINBERGANNA WEALTH MANAGEMENT reported 139 positions worth $246.0M in its Q2 2026 13F filing. Largest positions: ITOT (17.6%), QQQ (11.5%), SPY (10.3%), AAPL (5.7%) and IYY (2.7%).
What did STEINBERGANNA WEALTH MANAGEMENT buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did STEINBERGANNA WEALTH MANAGEMENT sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.