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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.69B
$242 Million 0.11% of portfolio
4,795
Q4 2025 Reduced 7.16%
$0
$225 Million 0.11% of portfolio
8,989
Q4 2025 New
$75.4B
$227 Million 0.11% of portfolio
1,713
Q4 2025 Added 2.39%
$163B
$240 Million 0.11% of portfolio
356
Q4 2025 Reduced 2.2%
$12B
$243 Million 0.11% of portfolio
3,925
Q4 2025 New
$79.6B
$228 Million 0.11% of portfolio
1,686
Q4 2025 Reduced 24.5%
$0
$245 Million 0.11% of portfolio
6,477
Q4 2025 Added 15.27%
$49.1B
$240 Million 0.11% of portfolio
2,560
Q4 2025 Added 888.42%
$10.6B
$237 Million 0.11% of portfolio
3,412
Q4 2025 Reduced 14.36%
$69.4B
$217 Million 0.1% of portfolio
2,482
Q4 2025 Reduced 56.24%
Cadeler A S
-
$213 Million 0.1% of portfolio
-
Q4 2025 Added 10.08%
$10.5B
$209 Million 0.1% of portfolio
2,357
Q4 2025 New
$0
$217 Million 0.1% of portfolio
1,806
Q4 2025 Reduced 1.47%
$1.46T
$210 Million 0.1% of portfolio
691
Q4 2025 Reduced 27.87%
$0
$218 Million 0.1% of portfolio
2,119
Q4 2025 Reduced 13.3%
$98.6B
$203 Million 0.1% of portfolio
2,327
Q4 2025 Added 0.82%
$17.5B
$215 Million 0.1% of portfolio
623
Q4 2025 Added 0.65%
$0
$206 Million 0.1% of portfolio
4,379
Q4 2025 Added 1.81%
$251M
$214 Million 0.1% of portfolio
78,819
Q4 2025 Added 209.09%
$277B
$202 Million 0.09% of portfolio
2,200
Q4 2025 New
$4.3B
$190 Million 0.09% of portfolio
21,030
Q4 2025 Reduced 16.11%
$0
$200 Million 0.09% of portfolio
2,113
Q4 2025 Reduced 10.28%
$424M
$115 Million 0.05% of portfolio
16,075
Q4 2025 Reduced 4.32%
$0
$85.5 Million 0.04% of portfolio
20,563
Q4 2025 Added 2.76%
$0
$92.2 Million 0.04% of portfolio
18,967
Q4 2025 Added 0.35%
$93.2M
$25.2 Million 0.01% of portfolio
13,615
Q4 2025 Reduced 43.89%

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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