STEINBERGANNA WEALTH MANAGEMENT
Sector Allocation
- Other65.7%$152.7M
- Technology19.8%$46.1M
- Financials5.5%$12.7M
- Industrials3.3%$7.7M
- Consumer Discretionary1.9%$4.5M
- Energy1.5%$3.4M
- Healthcare1.4%$3.2M
- Real Estate0.4%$937,289
- Consumer Staples0.3%$745,131
- Communication Services0.2%$367,383
AUM History
13fpro.ai/research/fund/steinberganna-wealth-management-2089528
Conviction and streaks
Stable · top 10 = 57.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$43.1M
QQQ
$28.5MSPY
$26.1MAAPL
$6.6M- ISHARES$6.6M
IVZ
$5.5MPANW
$5.2M- ISHARES$4.7M
- VANGUARD$4.0M
CRWD
$3.9MFTNT
$3.9MNVDA
$3.6MURI
$3.4M- ISHARES$3.4M
- ISHARES$3.3M
- ISHARES$2.8M
AMZN
$2.7MMSFT
$2.4MCLS
$2.3MINFQ
$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/steinberganna-wealth-management-2089528
STEINBERGANNA WEALTH MANAGEMENT 13F holdings — Q3 2026
$232.6M portfolio (-5.5% QoQ) · 139 holdings · Q3 2026 13F · top 10 are 58% of the stock portfolio
- 1
ISHARES TR - CORE S&P TTL STK
$43.1M
18.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $28.5M
12.3% of stocks
+0.5%This quarter+1.1%Since filed5+ qtrsHeld$26.1M
11.2% of stocks
+0.5%This quarter+0.7%Since filed5+ qtrsHeld$6.6M
2.9% of stocks
-59%This quarter-1.1%Since filed5+ qtrsHeld- 5
ISHARES TR - DOW JONES US ETF
$6.6M
2.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $5.5M
2.4% of stocks
-3%This quarter+1.7%Since filed5+ qtrsHeld$5.2M
2.2% of stocks
+1%This quarter+2.6%Since filed5+ qtrsHeld- 8
ISHARES TR - MRGSTR MD CP GRW
$4.7M
2.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$4.0M
1.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $3.9M
1.7% of stocks
+206%This quarter+1.6%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P TTL STK | $43.1M | 18.5% | -2% | — | — | — | — | |
| 2 | $28.5M | 12.3% | +0.5% | +1.1% | 5+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $26.1M | 11.2% | +0.5% | +0.7% | 5+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $6.6M | 2.9% | -59% | -1.1% | 5+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - DOW JONES US ETF | $6.6M | 2.9% | -1% | — | — | — | — | |
| 6 | $5.5M | 2.4% | -3% | +1.7% | 5+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $5.2M | 2.2% | +1% | +2.6% | 5+ qtrs | 65.5#469 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - MRGSTR MD CP GRW | $4.7M | 2.0% | -1% | — | — | — | — | |
| 9 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.0M | 1.7% | -2% | — | — | — | — | |
| 10 | $3.9M | 1.7% | +206% | +1.6% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — STEINBERGANNA WEALTH MANAGEMENT (Q3 2026)
139 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Fortinet, Inc. | Technology | $3.9M | 1.7% | 22K | +0.9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | NVIDIA CORP | Technology | $3.6M | 1.6% | 16K | -25% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | UNITED RENTALS, INC. | Industrials | $3.4M | 1.5% | 3,432 | +0.7% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - MORNINGSTAR GRWTetf/fund | — | $3.4M | 1.5% | 29K | -0.7% | — | — | 13F |
| 15 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $3.3M | 1.4% | 65K | -1% | — | — | 13F |
| 16 | — | ISHARES TR - MRGSTR SM CP GRetf/fund | — | $2.8M | 1.2% | 47K | -2% | — | — | 13F |
| 17 | AMAZON COM INC | Consumer Discretionary | $2.7M | 1.2% | 11K | -4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICROSOFT CORP | Technology | $2.4M | 1.0% | 4,738 | -44% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CELESTICA INC | Technology | $2.3M | 1.0% | 6,482 | +0.9% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Infleqtion, Inc. | Technology | $2.3M | 1.0% | 169K | +65% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $2.2M | 1.0% | 31K | +0.0% | — | — | 13F |
| 22 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $2.2M | 0.9% | 7,745 | +17% | — | — | 13F |
| 23 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $2.1M | 0.9% | 27K | +0.7% | — | — | 13F |
| 24 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $2.0M | 0.9% | 26K | +24% | — | — | 13F |
| 25 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $1.9M | 0.8% | 31K | +0.0% | — | — | 13F |
| 26 | — | ISHARES TR - CORE US AGGBD ET | — | $1.7M | 0.7% | 18K | -2% | |||
| 27 | $BTU | PEABODY ENERGY CORP | Energy | $1.6M | 0.7% | 65K | +4% | |||
| 28 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.7% | 4,307 | -12% | |||
| 29 | $MU | MICRON TECHNOLOGY INC | Technology | $1.5M | 0.6% | 1,377 | — | |||
| 30 | $ELAN | Elanco Animal Health Inc | Healthcare | $1.4M | 0.6% | 62K | +0.8% | |||
| 31 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.6% | 4,046 | -54% | |||
| 32 | $NOW | ServiceNow, Inc. | Technology | $1.4M | 0.6% | 10K | +1% | |||
| 33 | — | ISHARES TR - 0-3 MTH TREASURY | — | $1.3M | 0.6% | 13K | -21% | |||
| 34 | $SOFI | SoFi Technologies, Inc. | Financials | $1.3M | 0.5% | 80K | — | |||
| 35 | $MGNI | MAGNITE, INC. | Technology | $1.2M | 0.5% | 48K | -30% | |||
| 36 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.5% | 3,522 | -55% | |||
| 37 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | — | $1.2M | 0.5% | 7,173 | — | |||
| 38 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $1.1M | 0.5% | 67K | -0.7% | |||
| 39 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.1M | 0.5% | 18K | +0.7% | |||
| 40 | — | ISHARES TR - ISHS 5-10YR INVT | — | $1.1M | 0.5% | 21K | -19% | |||
| 41 | $PSQL | Pasqal Holding SA | Technology | $1.0M | 0.5% | 165K | New | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $907K | 0.4% | 16K | +0.1% | |||
| 43 | $MRK | Merck & Co., Inc. | Healthcare | $885K | 0.4% | 6,093 | +0.2% | |||
| 44 | $JPM | JPMORGAN CHASE & CO | Financials | $877K | 0.4% | 2,650 | +0.6% | |||
| 45 | $META | Meta Platforms, Inc. | Technology | $843K | 0.4% | 1,162 | +0.1% | |||
| 46 | $LMT | LOCKHEED MARTIN CORP | Industrials | $808K | 0.3% | 1,587 | +13% | |||
| 47 | $TSLA | Tesla, Inc. | Consumer Discretionary | $795K | 0.3% | 2,242 | -0.7% | |||
| 48 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $791K | 0.3% | 16K | +0.7% | |||
| 49 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $777K | 0.3% | 17K | +0.7% | |||
| 50 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $761K | 0.3% | 1,574 | +0.1% | |||
| 51 | $IVZ | Invesco Ltd. | Financials | $733K | 0.3% | 14K | -2% | |||
| 52 | $GDRX | GoodRx Holdings, Inc. | Technology | $732K | 0.3% | 223K | — | |||
| 53 | $BX | Blackstone Inc. | Financials | $702K | 0.3% | 6,262 | +0.9% | |||
| 54 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $655K | 0.3% | 12K | +115% | |||
| 55 | $INTC | INTEL CORP | Technology | $576K | 0.3% | 4,788 | -8% | |||
| 56 | — | ISHARES TR - U.S. TECH ETF | — | $558K | 0.2% | 2,107 | -0.1% | |||
| 57 | — | ISHARES TR - SELECT DIVID ETF | — | $539K | 0.2% | 3,545 | -2% | |||
| 58 | $CSX | CSX CORP | Industrials | $514K | 0.2% | 11K | +0.2% | |||
| 59 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $503K | 0.2% | 8,953 | +0.7% | |||
| 60 | $LLY | ELI LILLY & Co | Healthcare | $499K | 0.2% | 431 | -55% | |||
| 61 | — | ISHARES TR - CORE S&P MCP ETF | — | $496K | 0.2% | 6,888 | +0.2% | |||
| 62 | — | ISHARES TR - CORE HIGH DV ETF | — | $495K | 0.2% | 18K | -0.4% | |||
| 63 | — | ISHARES TR - CORE S&P500 ETF | — | $485K | 0.2% | 634 | +0.3% | |||
| 64 | $MS | MORGAN STANLEY | Financials | $456K | 0.2% | 2,427 | — | |||
| 65 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $454K | 0.2% | 691 | +0.1% | |||
| 66 | — | INVESCO EXCH TRADED FD TR II - DORSEY WRGT EMRG | — | $445K | 0.2% | 13K | -0.4% | |||
| 67 | $AMGN | AMGEN INC | Healthcare | $442K | 0.2% | 1,048 | -0.6% | |||
| 68 | $LNG | Cheniere Energy, Inc. | Energy | $435K | 0.2% | 1,617 | — | |||
| 69 | — | INVESCO ACTIVELY MANAGED EXC - S&P 500 EQUA ETF | — | $425K | 0.2% | 8,241 | New | |||
| 70 | $QCOM | QUALCOMM INC/DE | Technology | $413K | 0.2% | 2,243 | -0.5% | |||
| 71 | $TDW | TIDEWATER INC | Industrials | $403K | 0.2% | 4,965 | — | |||
| 72 | $HPP | Hudson Pacific Properties, Inc. | Real Estate | $399K | 0.2% | 35K | -0.4% | |||
| 73 | — | ISHARES TR - RUS MID CAP ETF | — | $396K | 0.2% | 3,711 | -3% | |||
| 74 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $394K | 0.2% | 1,384 | +0.9% | |||
| 75 | $CHRD | Chord Energy Corp | Energy | $392K | 0.2% | 2,924 | -0.2% | |||
| 76 | — | ISHARES TR - IBOXX INV CP ETF | — | $386K | 0.2% | 3,777 | +0.9% | |||
| 77 | $UBER | Uber Technologies, Inc | Technology | $381K | 0.2% | 5,559 | — | |||
| 78 | $SHOP | SHOPIFY INC. | Technology | $379K | 0.2% | 2,557 | — | |||
| 79 | $BA | BOEING CO | Industrials | $374K | 0.2% | 2,011 | +1% | |||
| 80 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $373K | 0.2% | 4,666 | +0.6% | |||
| 81 | $NYT | NEW YORK TIMES CO | Communication Services | $367K | 0.2% | 5,767 | +49% | |||
| 82 | $ARW | ARROW ELECTRONICS, INC. | Technology | $364K | 0.2% | 1,604 | — | |||
| 83 | — | ISHARES TR - CORE S&P SCP ETF | — | $356K | 0.1% | 2,616 | +0.2% | |||
| 84 | — | ISHARES TR - MRGSTR MD CP ETF | — | $351K | 0.1% | 3,715 | +0.1% | |||
| 85 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $350K | 0.1% | 768 | +1% | |||
| 86 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $349K | 0.1% | 3,449 | -50% | |||
| 87 | $WOLF | WOLFSPEED, INC. | Technology | $348K | 0.1% | 12K | New | |||
| 88 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $344K | 0.1% | 2,215 | -2% | |||
| 89 | $VAL | Valaris Ltd | Energy | $341K | 0.1% | 4,345 | -0.3% | |||
| 90 | $IVZ | Invesco Ltd. | Financials | $341K | 0.1% | 4,833 | -0.5% | |||
| 91 | $MA | Mastercard Inc | Financials | $331K | 0.1% | 601 | -4% | |||
| 92 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $330K | 0.1% | 6,175 | — | |||
| 93 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $321K | 0.1% | 1,128 | +0.2% | |||
| 94 | $RIVN | Rivian Automotive, Inc. / DE | Consumer Discretionary | $311K | 0.1% | 21K | — | |||
| 95 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $311K | 0.1% | 616 | — | |||
| 96 | — | ALPS ETF TR - ALERIAN MLP | — | $310K | 0.1% | 5,986 | +0.8% | |||
| 97 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $308K | 0.1% | 3,932 | +0.2% | |||
| 98 | $UNFI | UNITED NATURAL FOODS INC | Consumer Staples | $305K | 0.1% | 6,808 | — | |||
| 99 | $CSCO | CISCO SYSTEMS, INC. | Technology | $302K | 0.1% | 2,802 | -16% | |||
| 100 | — | ISHARES TR - 3 7 YR TREAS BD | — | $291K | 0.1% | 2,562 | +0.6% | |||
| 101 | $MLP | MAUI LAND & PINEAPPLE CO INC | Real Estate | $287K | 0.1% | 18K | +7% | |||
| 102 | $APH | AMPHENOL CORP /DE/ | Technology | $286K | 0.1% | 3,389 | +100% | |||
| 103 | $CDLR | Cadeler A/S | Industrials | $279K | 0.1% | 13K | — | |||
| 104 | $JOBY | Joby Aviation, Inc. | Industrials | $276K | 0.1% | 46K | — | |||
| 105 | — | J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED | — | $265K | 0.1% | 5,489 | New | |||
| 106 | $LYFT | Lyft, Inc. | Industrials | $262K | 0.1% | 17K | — | |||
| 107 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $262K | 0.1% | 4,805 | -2% | |||
| 108 | $OPI | OFFICE PROPERTIES INCOME TRUST | Real Estate | $251K | 0.1% | 16K | New | |||
| 109 | — | ISHARES TR - IBOXX HI YD ETF | — | $249K | 0.1% | 3,231 | -5% | |||
| 110 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $242K | 0.1% | 646 | +12% | |||
| 111 | $SBLK | Star Bulk Carriers Corp. | Industrials | $235K | 0.1% | 8,015 | -2% | |||
| 112 | — | ISHARES TR - GLOBAL TECH ETF | — | $234K | 0.1% | 1,579 | -0.2% | |||
| 113 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $233K | 0.1% | 5,689 | -3% | |||
| 114 | $IVZ | Invesco Ltd. | Financials | $231K | 0.1% | 2,015 | +0.1% | |||
| 115 | $SNA | Snap-on Inc | Industrials | $231K | 0.1% | 636 | +0.8% | |||
| 116 | $KLAC | KLA CORP | Technology | $228K | 0.1% | 1,170 | +0.2% | |||
| 117 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $227K | 0.1% | 4,108 | New | |||
| 118 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $227K | 0.1% | 1,393 | New | |||
| 119 | $CART | Maplebear Inc. | Industrials | $225K | 0.1% | 5,226 | — | |||
| 120 | $MSB | MESABI TRUST | Financials | $223K | 0.1% | 11K | +9% | |||
| 121 | $PM | Philip Morris International Inc. | Consumer Staples | $222K | 0.1% | 1,163 | +2% | |||
| 122 | $GNW | GENWORTH FINANCIAL INC | Financials | $219K | 0.1% | 24K | — | |||
| 123 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD | — | $219K | 0.1% | 11K | New | |||
| 124 | $HY | HYSTER-YALE, INC. | Industrials | $218K | 0.1% | 6,938 | +11% | |||
| 125 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $218K | 0.1% | 2,559 | — | |||
| 126 | $EMR | EMERSON ELECTRIC CO | Industrials | $215K | 0.1% | 1,385 | New | |||
| 127 | $YOU | Clear Secure, Inc. | Technology | $215K | 0.1% | 5,120 | — | |||
| 128 | $DCI | DONALDSON Co INC | Industrials | $207K | 0.1% | 2,382 | +0.4% | |||
| 129 | $JEF | Jefferies Financial Group Inc. | Financials | $205K | 0.1% | 4,475 | — | |||
| 130 | $FLEX | FLEX LTD. | Technology | $203K | 0.1% | 1,848 | — | |||
| 131 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $203K | 0.1% | 940 | +0.4% | |||
| 132 | — | ISHARES TR - CORE DIV GRWTH | — | $201K | 0.1% | 2,665 | +0.5% | |||
| 133 | $GLW | CORNING INC /NY | Materials | $201K | 0.1% | 1,305 | +0.1% | |||
| 134 | $HOS | HORNBECK OFFSHORE SERVICES, INC. | Energy | $189K | 0.1% | 25K | — | |||
| 135 | $SOUN | SOUNDHOUND AI, INC. | Technology | $123K | 0.1% | 20K | — | |||
| 136 | $MBI | MBIA INC | Financials | $107K | 0.1% | 25K | +39% | |||
| 137 | $PHK | PIMCO HIGH INCOME FUND | Other | $67K | 0.0% | 16K | -0.9% | |||
| 138 | $HIX | WESTERN ASSET HIGH INCOME FUND II INC. | Other | $67K | 0.0% | 19K | -10% | |||
| 139 | $TUSK | MAMMOTH ENERGY SERVICES, INC. | Energy | $31K | 0.0% | 11K | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 58 added to, 47 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
$PSQLPasqal Holding SA$1.0M
first bought this quarter
- INVESCO ACTIVELY MANAGED EXC - S&P 500 EQUA ETF$425K
first bought this quarter
$WOLFWOLFSPEED, INC.$348K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED$265K
first bought this quarter
$OPIOFFICE PROPERTIES INCOME TRUST$251K
first bought this quarter
$OXYOCCIDENTAL PETROLEUM CORP /DE/$227K
first bought this quarter
+3 more in the Excel export
Added to (58)
now $3.9M · held 5+ qtrs
now $2.3M · held 2 qtrs, 2 adds in a row
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+24%
now $2.0M
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+115%
now $655K
- ISHARES TR - RUSSELL 2000 ETF+17%
now $2.2M
$APHAMPHENOL CORP /DE/+100%
now $286K · held 5+ qtrs
+52 more in the Excel export
Trimmed (47)
now $6.6M · held 5+ qtrs
now $2.4M · held 5+ qtrs, 2 trims in a row
$GOOGAlphabet Inc.-54%
now $1.4M · held 5+ qtrs, 2 trims in a row
$GOOGLAlphabet Inc.-55%
now $1.2M · held 5+ qtrs, 4 trims in a row
now $3.6M · held 5+ qtrs
- ISHARES TR - CORE S&P TTL STK-2%
now $43.1M
+41 more in the Excel export
Holdings by quarter
Every 13F STEINBERGANNA WEALTH MANAGEMENT has filed, 4 earlier quarters. Pick one to see what it held then.
Is it too late to follow STEINBERGANNA WEALTH MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of STEINBERGANNA WEALTH MANAGEMENT's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.1%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 18% over the last 4
Top 10 weight
58%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
STEINBERGANNA WEALTH MANAGEMENT disclosed 139 positions worth $232.6M in its Form 13F-HR for Q3 2026, followed by $QQQ and $SPY. During the quarter the fund opened 9 new positions and exited 9 — including a new stake in $PSQL. The portfolio is most concentrated in Other (65.7% of disclosed assets). All figures are sourced directly from STEINBERGANNA WEALTH MANAGEMENT’s Form 13F-HR filing with the SEC under CIK 2089528.
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