StockDriftsStockDriftsTop 50 Steinberganna Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 17.59% | 263.4K | $43.3M | +0.17%(+434) | $140.80(+20.44%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 11.47% | 38.3K | $28.2M | +0.10%(+38) | $578.22(+24.66%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.33% | 34.0K | $25.4M | +2.14%(+714) | $646.18(+19.71%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.68% | 48.3K | $14.0M | -0.15%(-74) | $234.37(+30.85%) | 2026-06-30 | |
| IYY | ISHARES TR | 2.69% | 36.3K | $6.6M | -0.91%(-333) | $156.67(+20.38%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.37% | 27.3K | $5.8M | +0.66%(+180) | $185.87(+18.80%) | 2026-06-30 | |
| IMCG | ISHARES TR | 2.03% | 50.9K | $5.0M | -3.56%(-1.88K) | $81.48(+21.70%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 1.79% | 12.9K | $4.4M | -27.24%(-4.83K) | $203.26(+86.46%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.72% | 21.1K | $4.2M | +0.29%(+61) | $172.31(+27.94%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.68% | 17.4K | $4.1M | -1.22%(-215) | $210.23(+17.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.34% |
Steinberganna Wealth Management reports $245.99M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (17.6%), QQQ (11.5%) and SPY (10.3%). The top 20 holdings account for 70.61% of reported assets. Its disclosed equity book has returned +12.19% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Steinberganna Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2089528). View Steinberganna Wealth Management’s 13F filings on SEC