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.
Sterneck Capital Management, LLC (CIK 1438574) reported $222.7M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($21.6M, 9.71%), RSP ($19.9M, 8.95%), JPIN ($12.3M, 5.51%), SPEM ($12.2M, 5.48%), JPUS ($12.0M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $21.6M | 9.71% | 85,248 | Trimmed |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $19.9M | 8.95% | 103,876 | Added |
| 3 | JPIN | J P MORGAN EXCHANGE TRADED F | $12.3M | 5.51% | 172,204 | Added |
| 4 | SPEM | SPDR INDEX SHS FDS | $12.2M | 5.48% | 260,253 | Trimmed |
| 5 | JPUS | J P MORGAN EXCHANGE TRADED F | $12.0M | 5.39% | 92,122 | Added |
| 6 | GBIL | GOLDMAN SACHS ETF TR | $8.1M | 3.64% | 80,943 | Trimmed |
| 7 | SPTM | SPDR SERIES TRUST | $8.1M | 3.63% | 102,183 | Added |
| 8 | AVUS | AMERICAN CENTY ETF TR | $7.4M | 3.31% | 66,267 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $7.1M | 3.19% | 10,920 | Added |
| 10 | AVUV | AMERICAN CENTY ETF TR | $6.9M | 3.10% | 62,403 | Added |
| 11 | LRGF | ISHARES TR | $6.2M | 2.76% | 93,267 | Trimmed |
| 12 | GOOG | ALPHABET INC | $5.7M | 2.57% | 19,944 | Trimmed |
| 13 | MBSF | VALUED ADVISERS TR | $5.1M | 2.31% | 201,829 | Added |
| 14 | AVEM | AMERICAN CENTY ETF TR | $4.7M | 2.10% | 58,022 | Added |
| 15 | GOOGL | ALPHABET INC | $4.6M | 2.07% | 15,993 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $4.5M | 2.02% | 21,558 | Trimmed |
| 17 | TORIX | TORTOISE CAPITAL SERIES TRUS | $4.3M | 1.91% | 122,943 | Added |
| 18 | META | META PLATFORMS INC | $4.0M | 1.79% | 6,980 | Trimmed |
| 19 | DBMF | LITMAN GREGORY FDS TR | $4.0M | 1.78% | 131,203 | Added |
| 20 | MSFT | MICROSOFT CORP | $3.3M | 1.47% | 8,855 | Trimmed |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $3.2M | 1.45% | 13,290 | Trimmed |
| 22 | AVDE | AMERICAN CENTY ETF TR | $3.1M | 1.38% | 36,306 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.8M | 1.26% | 5,833 | Added |
| 24 | JMBS | JANUS DETROIT STR TR | $2.8M | 1.25% | 61,518 | Added |
| 25 | BLUEROCK PVT REAL ESTATE FD | $2.1M | 0.94% | 125,680 | New |
Source: SEC Form 13F filings · as of 2026-03-31