Steinberganna Wealth Management Portfolio Holdings

Steinberganna Wealth Management

  • $213 Billion
  • Q4 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$13.4 Billion 6.27% of portfolio
49,245
Q4 2025 Reduced 0.38%
$3.78T
$4.4 Billion 2.06% of portfolio
9,098
Q4 2025 Reduced 1.32%
$465B
$4.35 Billion 2.04% of portfolio
23,326
Q4 2025 Reduced 1.14%
$115B
$3.29 Billion 1.54% of portfolio
7,015
Q4 2025 Added 0.21%
-
$3.28 Billion 1.54% of portfolio
-
Q4 2025 Reduced 2.03%
$23.1B
$3.26 Billion 1.53% of portfolio
11,462
Q4 2025 Added 0.62%
$61.4B
$3.19 Billion 1.49% of portfolio
17,314
Q4 2025 Added 1.14%
$1.74T
$3.05 Billion 1.43% of portfolio
9,717
Q4 2025 Reduced 0.06%
$1.65T
$2.89 Billion 1.36% of portfolio
9,242
Q4 2025 Reduced 2.88%
$55.9B
$2.73 Billion 1.28% of portfolio
3,373
Q4 2025 Added 0.87%
$22.2B
$2.11 Billion 0.99% of portfolio
80,450
Q4 2025 Reduced 3.03%
$4.15B
$1.81 Billion 0.85% of portfolio
61,041
Q4 2025 Added 4.09%
$64.9B
$1.72 Billion 0.8% of portfolio
21,615
Q4 2025 Added 0.98%
$139B
$1.62 Billion 0.76% of portfolio
4,681
Q4 2025 Reduced 0.93%
$2.39T
$1.49 Billion 0.7% of portfolio
6,438
Q4 2025 Reduced 6.6%
$71.5B
$1.43 Billion 0.67% of portfolio
1,866
Q4 2025 Added 1.08%
$1.29T
$1.13 Billion 0.53% of portfolio
2,519
Q3 2025 New
$1.37T
$1.11 Billion 0.52% of portfolio
1,687
Q4 2025 Reduced 6.43%
$1.88B
$1.12 Billion 0.52% of portfolio
69,024
Q3 2025 New
$98.1B
$1.02 Billion 0.48% of portfolio
6,644
Q4 2025 Added 0.94%
$971B
$1 Billion 0.47% of portfolio
933
Q4 2025 Added 0.86%
$55.6B
$984 Million 0.46% of portfolio
7,823
Q4 2025 Reduced 0.33%
$881B
$936 Million 0.44% of portfolio
2,904
Q4 2025 Added 1.5%
$268B
$715 Million 0.33% of portfolio
2,504
Q4 2025 Reduced 1.3%
$123B
$671 Million 0.31% of portfolio
1,387
Q4 2025 Added 0.73%
$235B
$629 Million 0.29% of portfolio
5,977
Q4 2025 Added 10.54%
$367B
$622 Million 0.29% of portfolio
1,807
Q4 2025 Added 1.57%
$317B
$562 Million 0.26% of portfolio
6,035
Q4 2025 Added 8.35%
-
$526 Million 0.25% of portfolio
-
Q4 2025 Reduced 4.19%
$8.76B
$516 Million 0.24% of portfolio
39,073
Q4 2025 Reduced 20.22%
$2.25B
$500 Million 0.23% of portfolio
14,842
Q4 2025 Reduced 10.86%
$114B
$480 Million 0.23% of portfolio
2,213
Q4 2025 New
$174B
$460 Million 0.22% of portfolio
2,857
Q3 2025 New
$181B
$454 Million 0.21% of portfolio
5,559
Q4 2025 Reduced 23.44%
$270B
$431 Million 0.2% of portfolio
2,427
Q4 2025 Reduced 19.1%
$73.4B
$398 Million 0.19% of portfolio
10,970
Q4 2025 Added 0.25%
$53.8B
$386 Million 0.18% of portfolio
1,987
Q4 2025 Reduced 0.7%
$512B
$356 Million 0.17% of portfolio
624
Q4 2025 Reduced 0.64%
$13.3B
$363 Million 0.17% of portfolio
18,428
Q4 2025 Reduced 18.48%
$458M
$354 Million 0.17% of portfolio
9,204
Q4 2025 Reduced 29.09%
$187B
$352 Million 0.16% of portfolio
2,055
Q4 2025 Reduced 7.72%
$183B
$318 Million 0.15% of portfolio
970
Q4 2025 Reduced 6.28%
$291B
$282 Million 0.13% of portfolio
493
Q4 2025 New
$3.86B
$270 Million 0.13% of portfolio
2,908
Q4 2025 Added 0.62%
$161B
$262 Million 0.12% of portfolio
216
Q4 2025 Reduced 1.37%
$319B
$253 Million 0.12% of portfolio
3,286
Q4 2025 Added 4.65%
$72.4B
$251 Million 0.12% of portfolio
712
Q3 2025 New
$413B
$266 Million 0.12% of portfolio
4,830
Q4 2025 Added 19.67%
$8.06B
$248 Million 0.12% of portfolio
614
Q4 2025 Added 0.16%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $213 Billion
  • Prior Value $213 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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