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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.59B
$1.56 Billion 0.73% of portfolio
58,645
Q3 2025 New
$2.48B
$1.5 Billion 0.71% of portfolio
69,024
Q3 2025 New
$2.41B
$626 Million 0.29% of portfolio
16,650
Q3 2025 New
$7.06B
$373 Million 0.18% of portfolio
5,864
Q3 2025 New
$4.09B
$346 Million 0.16% of portfolio
8,973
Q3 2025 New
$2.86B
$329 Million 0.15% of portfolio
20,475
Q3 2025 New
$3.7B
$287 Million 0.14% of portfolio
2,890
Q3 2025 New
$2.18B
$275 Million 0.13% of portfolio
5,165
Q3 2025 New
$3.68B
$257 Million 0.12% of portfolio
5,279
Q3 2025 New
$8.04B
$228 Million 0.11% of portfolio
1,885
Q3 2025 New
$8.41B
$238 Million 0.11% of portfolio
613
Q3 2025 New
$9.28B
$229 Million 0.11% of portfolio
3,984
Q3 2025 New
$4.37B
$223 Million 0.1% of portfolio
25,070
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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