account_balance
Investment manager · 13F filer · SEC CIK 2089528
Steinberganna Wealth Management
Reported value$233Mas of Sep 30, 2026
Positions139 9 new, 9 sold out
Top 10 weight57.7%ITOT alone is 19%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
18.5%
QQQInvesco QQQ Tr
12.2%
SPYSPDR S&P 500 ETF Trust
11.2%
AAPLApple Inc.
2.9%Trimmed −59%
IYYiShares Tr
2.9%
RSPInvesco Exchange Traded Fd T
2.4%Trimmed −3%
PANWPalo Alto Networks Inc
2.2%
IMCGiShares Tr
2.0%
VIGVanguard Specialized Funds
1.7%
CRWDCrowdStrike Holdings, Inc.
1.7%
FTNTFortinet, Inc.
1.7%
NVDA1.5%ITOTiShares Tr
18.5%
QQQInvesco QQQ Tr
12.2%
SPYSPDR S&P 500 ETF Trust
11.2%
AAPL2.9%IYY2.9%
RSP2.4%
PANW2.2%IMCG2.0%
VIG1.7%
CRWDFTNTNVDABoxes 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
ITOT iShares Tr 18.5% Held
QQQ Invesco QQQ Tr 12.2% Held
SPY SPDR S&P 500 ETF Trust 11.2% HeldAAPL Apple Inc. 2.9% Trimmed −59%IYY iShares Tr 2.9% Held
RSP Invesco Exchange Traded Fd T 2.4% Trimmed −3%
PANW Palo Alto Networks Inc 2.2% HeldIMCG iShares Tr 2.0% Held
VIG Vanguard Specialized Funds 1.7% Held
CRWD CrowdStrike Holdings, Inc. 1.7% Trimmed −23%FTNT Fortinet, Inc. 1.7% HeldNVDA NVIDIA Corp 1.5% Trimmed −25%What changed
Biggest moves since Jun 30, 2026
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