STEINBERGANNA WEALTH MANAGEMENT: 13F holdings
CIK 20895282026Q2
| Positions | 139 |
|---|
| Reported value | $246.0m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 139 (+7 vs prior quarter) |
|---|
| Reported value | $246.0m (+18.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 263,439 | $43.3m | 17.6% |
| QQQ INVESCO QQQ TR | 38,323 | $28.2m | 11.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 34,030 | $25.4m | 10.3% |
| AAPL APPLE INC | 48,306 | $14.0m | 5.7% |
| CINF ISHARES TR | 36,265 | $6.6m | 2.7% |
| RSP INVESCO EXCHANGE TRADED FD T | 27,348 | $5.8m | 2.4% |
| IMCG ISHARES TR | 50,878 | $5.0m | 2.0% |
| PANW PALO ALTO NETWORKS INC | 12,906 | $4.4m | 1.8% |
| NVDA NVIDIA CORPORATION | 21,112 | $4.2m | 1.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 17,416 | $4.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2089528")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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