Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STEINBERGANNA WEALTH MANAGEMENT (CIK 2089528) reported $208.2M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($37.5M, 17.99%), QQQ ($22.1M, 10.61%), SPY ($21.7M, 10.41%), AAPL ($12.3M, 5.90%), IYY ($5.8M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $37.5M | 17.99% | 263,005 | Added |
| 2 | QQQ | INVESCO QQQ TR | $22.1M | 10.61% | 38,285 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $21.7M | 10.41% | 33,316 | Added |
| 4 | AAPL | APPLE INC | $12.3M | 5.90% | 48,380 | Trimmed |
| 5 | IYY | ISHARES TR | $5.8M | 2.79% | 36,598 | Trimmed |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $5.2M | 2.50% | 27,168 | Trimmed |
| 7 | IMCG | ISHARES TR | $4.2M | 2.00% | 52,755 | Trimmed |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $3.8M | 1.82% | 17,631 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $3.7M | 1.76% | 21,051 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $3.4M | 1.62% | 9,105 | Added |
| 11 | IGSB | ISHARES TR | $3.2M | 1.54% | 60,847 | Added |
| 12 | PANW | PALO ALTO NETWORKS INC | $2.8M | 1.37% | 17,738 | Added |
| 13 | ISCG | ISHARES TR | $2.8M | 1.35% | 51,273 | Added |
| 14 | ILCG | ISHARES TR | $2.8M | 1.34% | 29,171 | Trimmed |
| 15 | GOOG | ALPHABET INC | $2.8M | 1.34% | 9,723 | Added |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | $2.8M | 1.33% | 7,067 | Added |
| 17 | GOOGL | ALPHABET INC | $2.5M | 1.20% | 8,714 | Trimmed |
| 18 | URI | UNITED RENTALS INC | $2.5M | 1.19% | 3,402 | Added |
| 19 | SGOV | ISHARES TR | $2.3M | 1.12% | 23,239 | New |
| 20 | VCSH | VANGUARD SCOTTSDALE FDS | $2.2M | 1.03% | 27,178 | Added |
| 21 | BTU | PEABODY ENGR CORP | $2.0M | 0.98% | 61,744 | Added |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $1.9M | 0.92% | 29,849 | Added |
| 23 | FTNT | FORTINET INC | $1.8M | 0.86% | 21,805 | Added |
| 24 | VCIT | VANGUARD SCOTTSDALE FDS | $1.8M | 0.85% | 21,484 | Trimmed |
| 25 | AGG | ISHARES TR | $1.7M | 0.82% | 17,183 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31