account_balance
Investment manager · 13F filer · SEC CIK 1438574
Sterneck Capital Management, LLC
Reported value$233Mas of Jun 30, 2026
Positions103 5 new, 18 sold out
Top 10 weight53.9%AAPL alone is 10%
FiledJul 3030 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
10.2%Trimmed −3%
RSPInvesco Exchange Traded Fd T
9.5%
SPEMSPDR Index SHS FDS
5.6%Trimmed −2%
JPUSJ P Morgan Exchange Traded F
5.5%
JPINJ P Morgan Exchange Traded F
5.2%
SPTMSPDR Series Trust
3.9%
AVUSAmerican Centy ETF Tr
3.6%
SPYSPDR S&P 500 ETF Trust
3.5%
GBILGoldman Sachs ETF Tr
3.4%
AVUVAmerican Centy ETF Tr
3.3%
LRGFiShares Tr
3.0%
GOOGAlphabet Inc.
3.0%
AAPLApple Inc.
10.2%Trimmed −3%
RSPInvesco Exchange Traded Fd T
9.5%
SPEMSPDR Index SHS FDS
5.6%Trimmed −2%
JPUSJ P Morgan Exchange Traded F
5.5%
JPINJ P Morgan Exchange Traded F
5.2%
SPTMSPDR Series Trust
3.9%
AVUSAmerican Centy ETF Tr
3.6%
SPYSPDR S&P 500 ETF Trust
3.5%
GBILGoldman Sachs ETF Tr
3.4%
AVUV3.3%
LRGF
GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 10.2% Trimmed −3%
RSP Invesco Exchange Traded Fd T 9.5% Held
SPEM SPDR Index SHS FDS 5.6% Trimmed −2%
JPUS J P Morgan Exchange Traded F 5.5% Held
JPIN J P Morgan Exchange Traded F 5.2% Held
SPTM SPDR Series Trust 3.9% Held
AVUS American Centy ETF Tr 3.6% Held
SPY SPDR S&P 500 ETF Trust 3.5% HeldGBIL Goldman Sachs ETF Tr 3.4% Held
AVUV American Centy ETF Tr 3.3% Held
LRGF iShares Tr 3.0% Held
GOOG Alphabet Inc. 3.0% HeldWhat changed
Biggest moves since Mar 31, 2026
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