STEINBERGANNA WEALTH MANAGEMENT - Portfolio overview

STEINBERGANNA WEALTH MANAGEMENT has 151 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 17.12%
2. QQQ - INVESCO QQQ TR, 10.10%
3. SPY - STATE STR SPDR S&P 500 ETF T, 9.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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