Steinberganna Wealth Management has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $37.9B, Invesco Qqq Trust, Series 1 with a value of $22.5B, Spdr S&P 500 ETF Trust with a value of $21.3B, Apple Inc. with a value of $13.4B, and Ishares Tr with a value of $6.33B.
Examining the 13F form we can see an increase of $876M in the current position value, from $213B to 213B.
Steinberganna Wealth Management is based out at Huntington, NY
Below you can find more details about Steinberganna Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$213 Billion
ETFs: $133 Billion
Technology: $35.5 Billion
Communication Services: $8.88 Billion
Industrials: $6.9 Billion
Financial Services: $6.89 Billion
Healthcare: $6.61 Billion
Consumer Cyclical: $3.85 Billion
Energy: $2.94 Billion
Other: $2.49 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
