Institutions / Steinberganna Wealth Management
Steinberganna Wealth Management
CIK 2089528 · Institution · as of Dec 31, 2025
Portfolio value
$213.47M
Positions
127
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 127 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $37.87M | 17.7% |
| Invesco Qqq Tr | $22.53M | 10.6% |
| SPDR S&P 500 ETF Tr | $21.34M | 10.0% |
| Apple Inc. | $13.39M | 6.3% |
| iShares Tr | $6.33M | 3.0% |
| Invesco Exchange Traded Fd T | $5.21M | 2.4% |
| iShares Tr | $4.47M | 2.1% |
| Microsoft Corp | $4.40M | 2.1% |
| NVIDIA Corp | $4.35M | 2.0% |
| Vanguard Specialized Funds | $4.01M | 1.9% |
| CrowdStrike Holdings, Inc. | $3.29M | 1.5% |
| iShares Tr | $3.28M | 1.5% |
| Insulet Corp | $3.26M | 1.5% |
| Palo Alto Networks Inc | $3.19M | 1.5% |
| Alphabet Inc. | $3.05M | 1.4% |
| iShares Tr | $2.90M | 1.4% |
| Alphabet Inc. | $2.89M | 1.4% |
| iShares Tr | $2.75M | 1.3% |
| United Rentals Inc | $2.73M | 1.3% |
| Vanguard Scottsdale Fds | $2.15M | 1.0% |
| Vanguard Scottsdale Fds | $2.14M | 1.0% |
| SoFi Technologies, Inc. | $2.11M | 1.0% |
| Peabody Energy Corp | $1.81M | 0.8% |
| iShares Tr | $1.76M | 0.8% |
| Fortinet Inc | $1.72M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.