Steinberganna Wealth Management Portfolio Holdings

Steinberganna Wealth Management

$213 Billion
Q3 2025

Steinberganna Wealth Management has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 133 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 $35.6B, Invesco Qqq Trust, Series 1 with a value of $21.1B, Spdr S&P 500 ETF Trust with a value of $19.6B, Apple Inc. with a value of $12.6B, and Ishares Tr with a value of $6.48B.

Examining the 13F form we can see an increase of $213B in the current position value.

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: $128 Billion

Technology: $40.3 Billion

Communication Services: $8.05 Billion

Industrials: $7.49 Billion

Financial Services: $6.95 Billion

Healthcare: $6.23 Billion

Consumer Cyclical: $3.92 Billion

Energy: $2.85 Billion

Other: $2.87 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$35.6 Billion 16.72% of portfolio	244,115	Q3 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$21.1 Billion 9.9% of portfolio	35,068	Q3 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$19.6 Billion 9.23% of portfolio	29,445	Q3 2025 New
AAPL Apple Inc. Technology	$4.22T	$12.6 Billion 5.92% of portfolio	49,435	Q3 2025 New
IYY Ishares Tr ETFs	$0	$6.48 Billion 3.05% of portfolio	39,892	Q3 2025 New
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$5.1 Billion 2.4% of portfolio	26,891	Q3 2025 New
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$4.8 Billion 2.26% of portfolio	57,976	Q3 2025 New
MSFT Microsoft Corp Technology	$3.86T	$4.78 Billion 2.25% of portfolio	9,220	Q3 2025 New
NVDA Nvidia Corp Technology	$451B	$4.4 Billion 2.07% of portfolio	23,594	Q3 2025 New
VIG Vanguard Dividend Appreciation ETFs	$0	$3.98 Billion 1.87% of portfolio	18,461	Q3 2025 New
CYBR Cyber Ark Software Ltd. Technology	$20.4B	$3.65 Billion 1.72% of portfolio	7,563	Q3 2025 New
PODD Insulet Corp Healthcare	$22.8B	$3.52 Billion 1.65% of portfolio	11,391	Q3 2025 New
PANW Palo Alto Networks Inc Technology	$64.2B	$3.49 Billion 1.64% of portfolio	17,118	Q3 2025 New
CRWD Crowd Strike Holdings, Inc. Technology	$108B	$3.43 Billion 1.61% of portfolio	7,000	Q3 2025 New
ILCG Ishares Morningstar Growth ETF	-	$3.36 Billion 1.58% of portfolio	-	Q3 2025 New
URI United Rentals, Inc. Industrials	$69.5B	$3.19 Billion 1.5% of portfolio	3,344	Q3 2025 New
ISCG Ishares Morningstar Small Cap ETFs	$0	$2.76 Billion 1.3% of portfolio	50,735	Q3 2025 New
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$2.56 Billion 1.2% of portfolio	48,222	Q3 2025 New
GOOG Alphabet Inc. Communication Services	$1.53T	$2.37 Billion 1.11% of portfolio	9,723	Q3 2025 New
GOOGL Alphabet Inc. Communication Services	$1.5T	$2.31 Billion 1.09% of portfolio	9,516	Q3 2025 New
SOFI So Fi Technologies, Inc. Financial Services	$22.9B	$2.19 Billion 1.03% of portfolio	82,960	Q3 2025 New
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.12 Billion 1.0% of portfolio	26,539	Q3 2025 New
FTNT Fortinet, Inc. Technology	$66.9B	$1.8 Billion 0.85% of portfolio	21,405	Q3 2025 New
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.78 Billion 0.84% of portfolio	17,801	Q3 2025 New
VCIT Vanguard Intermediate Term Cor ETFs	$0	$1.63 Billion 0.77% of portfolio	19,437	Q3 2025 New
BTU Peabody Energy Corp Energy	$4.59B	$1.56 Billion 0.73% of portfolio	58,645	Q3 2025 New
AVGO Broadcom Inc. Technology	$139B	$1.56 Billion 0.73% of portfolio	4,725	Q3 2025 New
MGNI Magnite, Inc. Communication Services	$2.48B	$1.5 Billion 0.71% of portfolio	69,024	Q3 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$1.51 Billion 0.71% of portfolio	6,893	Q3 2025 New
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$1.46 Billion 0.69% of portfolio	26,981	Q3 2025 New
EQIX Equinix Inc Real Estate	$74.9B	$1.45 Billion 0.68% of portfolio	1,846	Q3 2025 New
META Meta Platforms, Inc. Communication Services	$1.65T	$1.32 Billion 0.62% of portfolio	1,803	Q3 2025 New
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$1.28 Billion 0.6% of portfolio	70,133	Q3 2025 New
VEA Vanguard Ftse Developed Market ETFs	$0	$1.24 Billion 0.58% of portfolio	20,627	Q3 2025 New
NOC Northrop Grumman Corp Industrials	$92.2B	$1.22 Billion 0.57% of portfolio	2,003	Q3 2025 New
ZTS Zoetis Inc. Healthcare	$68.4B	$1.15 Billion 0.54% of portfolio	7,849	Q3 2025 New
BX Blackstone Inc. Financial Services	$114B	$1.12 Billion 0.53% of portfolio	6,582	Q3 2025 New
TSLA Tesla, Inc. Consumer Cyclical	$1.4T	$1.12 Billion 0.53% of portfolio	2,519	Q3 2025 New
IWM Ishares Russell 2000 ETF ETFs	$0	$1.1 Billion 0.52% of portfolio	4,565	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$979 Million 0.46% of portfolio	18,061	Q3 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$921 Million 0.43% of portfolio	16,012	Q3 2025 New
JPM Jpmorgan Chase & CO Financial Services	$871B	$903 Million 0.42% of portfolio	2,861	Q3 2025 New
PWB Invesco Exchange Traded Fd Tr ETFs	$0	$900 Million 0.42% of portfolio	7,173	Q3 2025 New
MBB Ishares Tr ETFs	$0	$810 Million 0.38% of portfolio	8,512	Q3 2025 New
JOBY Joby Aviation, Inc. Industrials	$10.6B	$790 Million 0.37% of portfolio	48,973	Q3 2025 New
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$761 Million 0.36% of portfolio	6,367	Q3 2025 New
RPG Invesco Exchange Traded Fd Tr ETFs	$0	$741 Million 0.35% of portfolio	15,518	Q3 2025 New
HD Home Depot, Inc. Consumer Cyclical	$400B	$721 Million 0.34% of portfolio	1,779	Q3 2025 New
UBER Uber Technologies, Inc Technology	$184B	$711 Million 0.33% of portfolio	7,261	Q3 2025 New
LLY Eli Lilly & CO Healthcare	$760B	$706 Million 0.33% of portfolio	925	Q3 2025 New

Summary

Portfolio
No. of Stocks 133
Current Value $213 Billion
Filing
Period Q3 2025
Filing Date October 23, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 133 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Steinberganna Wealth Management Portfolio Holdings