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Portfolio (Quarterly) Guide ↗

STEINBERGANNA WEALTH MANAGEMENT

· CIK 0002089528
13F Portfolio $246M AUM 139 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 37 Added 39 Reduced 12 Exited
Page 1 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 263,439.0 $43.3M 17.59% $164.27 +2.5%
2 QQQ INVESCO QQQ TR Financial Services 38,323.0 $28.2M 11.47% $736.39 -2.6%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 34,030.0 $25.4M 10.33% +714.0 +2.1% $746.77 +2.8%
4 AAPL APPLE INC Technology 48,306.0 $14.0M 5.68% $289.36 +7.1%
5 IYY ISHARES TR 36,265.0 $6.6M 2.69% -333.0 -0.9% $182.28 +2.6%
6 RSP INVESCO EXCHANGE TRADED FD T 27,348.0 $5.8M 2.37% +180.0 +0.7% $212.77 +3.3%
7 IMCG ISHARES TR 50,878.0 $5.0M 2.03% -2K -3.6% $98.30 +0.1%
8 PANW PALO ALTO NETWORKS INC Technology 12,906.0 $4.4M 1.79% -5K -27.2% $341.02 +9.7%
9 NVDA NVIDIA CORPORATION Technology 21,112.0 $4.2M 1.72% $200.09 +9.8%
10 VIG VANGUARD SPECIALIZED FUNDS 17,416.0 $4.1M 1.68% -215.0 -1.2% $236.62 +3.3%
11 URI UNITED RENTALS INC Industrials 3,407.0 $3.9M 1.57% $1132.77 -1.4%
12 CRWD CROWDSTRIKE HLDGS INC Technology 4,865.0 $3.7M 1.51% -2K -31.2% $190.78 +11.6%
13 IGSB ISHARES TR 65,957.0 $3.5M 1.41% +5K +8.4% $52.41 -0.5%
14 ILCG ISHARES TR 29,154.0 $3.4M 1.39% $117.02 -0.9%
15 FORTINET INC 21,854.0 $3.4M 1.36% $153.62
16 MSFT MICROSOFT CORP Technology 8,390.0 $3.1M 1.27% -715.0 -7.8% $373.04 +29.1%
17 ISCG ISHARES TR 47,572.0 $3.1M 1.27% -4K -7.2% $65.54 -0.8%
18 GOOG ALPHABET INC Communication Services 8,721.0 $3.1M 1.25% -1K -10.3% $353.33 -3.4%
19 GOOGL ALPHABET INC Communication Services 7,758.0 $2.8M 1.13% -956.0 -11.0% $357.36 -3.7%
20 AMZN AMAZON COM INC Consumer Cyclical 11,343.0 $2.7M 1.10% +5K +72.5% $238.34 +8.9%
Page 1 of 7  ·  139 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.7%
Technology 31.6%
Industrials 6.3%
Communication Services 6.0%
Consumer Cyclical 3.8%
Healthcare 3.5%
Energy 2.2%
Consumer Defensive 0.6%
Real Estate 0.2%
Utilities 0.2%