Steinberganna Wealth Management Top Holdings and 13F Report (2025) About Steinberganna Wealth ManagementInvestment ActivitySteinberganna Wealth Management has $212.60 million in total holdings as of September 30, 2025.Steinberganna Wealth Management owns shares of 133 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $35,555,351Invesco QQQ $21,053,775SPDR S&P 500 ETF Trust $19,615,670Apple $12,587,727iShares Dow Jones U.S. ETF $6,481,638 Sector AllocationMap of 500 Largest Holdings ofSteinberganna Wealth Management Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$35,555,351244,11516.7%ETFQQQInvesco QQQ$21,053,77535,0689.9%FinanceSPYSPDR S&P 500 ETF Trust$19,615,67029,4459.2%FinanceAAPLApple$12,587,72749,4355.9%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$6,481,63839,8923.0%ETFRSPInvesco S&P 500 Equal Weight ETF$5,101,26326,8912.4%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$4,796,33157,9762.3%ETFMSFTMicrosoft$4,775,2709,2202.2%Computer and TechnologyNVDANVIDIA$4,402,16923,5942.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,983,69918,4611.9%ETFCYBRCyberArk Software$3,654,0637,5631.7%Computer and TechnologyPODDInsulet$3,516,74311,3911.7%MedicalPANWPalo Alto Networks$3,485,56717,1181.6%Computer and TechnologyCRWDCrowdStrike$3,432,6607,0001.6%Computer and TechnologyILCGiShares Morningstar Growth ETF$3,357,73132,1931.6%ETFURIUnited Rentals$3,192,1023,3441.5%ConstructionISCGiShares Morningstar Small-Cap Growth ETF$2,755,37250,7351.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,557,20548,2221.2%ManufacturingGOOGAlphabet$2,367,9859,7231.1%Computer and TechnologyGOOGLAlphabet$2,313,2869,5161.1%Computer and TechnologySOFISoFi Technologies$2,191,80382,9601.0%FinanceVCSHVanguard Short-Term Corporate Bond ETF$2,121,26226,5391.0%ETFFTNTFortinet$1,799,73221,4050.8%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,784,51617,8010.8%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,634,84619,4370.8%ETFAVGOBroadcom$1,558,9714,7250.7%Computer and TechnologyBTUPeabody Energy$1,555,26558,6450.7%EnergyAMZNAmazon.com$1,513,4966,8930.7%Retail/WholesaleMGNIMagnite$1,503,34369,0240.7%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,459,39026,9810.7%ManufacturingEQIXEquinix$1,445,7501,8460.7%FinanceMETAMeta Platforms$1,323,8101,8030.6%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$1,279,21970,1330.6%ETFVEAVanguard FTSE Developed Markets ETF$1,235,95820,6270.6%ETFNOCNorthrop Grumman$1,220,2632,0030.6%AerospaceZTSZoetis$1,148,5187,8490.5%MedicalBXBlackstone$1,124,4916,5820.5%FinanceTSLATesla$1,120,2502,5190.5%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$1,104,6104,5650.5%FinanceVWOVanguard FTSE Emerging Markets ETF$978,53018,0610.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$921,01016,0120.4%ETFJPMJPMorgan Chase & Co.$902,6012,8610.4%FinancePWBInvesco Large Cap Growth ETF$899,6387,1730.4%ETFMBBiShares MBS ETF$809,9178,5120.4%ETFJOBYJoby Aviation$790,42448,9730.4%TransportationIEIiShares 3-7 Year Treasury Bond ETF$760,9206,3670.4%ETFRPGInvesco S&P 500 Pure Growth ETF$740,52615,5180.3%ETFHDHome Depot$720,9441,7790.3%Retail/WholesaleUBERUber Technologies$711,3607,2610.3%Computer and TechnologyLLYEli Lilly and Company$706,0429250.3%MedicalLMTLockheed Martin$687,5441,3770.3%AerospaceJPIEJPMorgan Income ETF$629,32013,5600.3%ETFUNFIUnited Natural Foods$626,37316,6500.3%Consumer StaplesSIMPLIFY EXCHANGE TRADED FUN$623,33312,3800.3%MBS ETFDVYiShares Select Dividend ETF$585,5684,1210.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$575,6447,8340.3%ETFJEPIJPMorgan Equity Premium Income ETF$574,88310,0680.3%ETFPIZInvesco Dorsey Wright Developed Markets Momentum ETF$534,54811,2120.3%ETFJAAAJanus Henderson AAA CLO ETF$491,4499,6780.2%ETFIYWiShares U.S. Technology ETF$483,6792,4700.2%ManufacturingMSMorgan Stanley$476,8803,0000.2%FinanceCHENIERE ENERGY INC$470,3022,0010.2%COM NEWWFCWells Fargo & Company$466,8795,5700.2%FinanceHDViShares Core High Dividend ETF$465,7173,8030.2%ETFGLWCorning$465,3145,6720.2%Computer and TechnologyMRKMerck & Co., Inc.$453,8105,4070.2%MedicalIMCBiShares Morningstar Mid-Cap ETF$442,9005,3330.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$441,9383,9650.2%FinanceSHOPIFY INC$424,5792,8570.2%CL A SUB VTG SHSMUMicron Technology$424,4972,5370.2%Computer and TechnologyIVViShares Core S&P 500 ETF$420,6026280.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$407,6856840.2%ETFCSXCSX$388,57410,9430.2%TransportationMSBMesabi Trust$374,84612,9790.2%Basic MaterialsIWRiShares Russell Mid-Cap ETF$374,2793,8770.2%ETFALAir Lease$373,2445,8640.2%TransportationQCOMQUALCOMM$370,5662,2270.2%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$365,5844,1920.2%ETFMAMastercard$357,4456280.2%Business ServicesSPRSpirit Aerosystems$346,3588,9730.2%AerospaceVYMVanguard High Dividend Yield ETF$336,9122,3900.2%ETFXLFFinancial Select Sector SPDR Fund$332,6476,1750.2%ETFRIVNRivian Automotive$331,84122,6050.2%Auto/Tires/TrucksSOUNSoundHound AI$329,23820,4750.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$311,1544,7680.1%ETFNFLXNetflix$310,5202590.1%Consumer DiscretionaryFPEIFirst Trust Institutional Preferred Securities and Income ETF$308,28815,9400.1%ETFMLPMaui Land & Pineapple$304,14916,3170.1%FinanceAMGNAmgen$292,1641,0350.1%MedicalIJTiShares S&P Small-Cap 600 Growth ETF$289,8332,0480.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$287,8053,5450.1%ETFCHRDChord Energy$287,1362,8900.1%EnergySHYGiShares 0-5 Year High Yield Corporate Bond ETF$284,6816,5750.1%ETFVGSHVanguard Short-Term Treasury ETF$276,4184,6970.1%ETFAPHAmphenol$276,3342,2330.1%Computer and TechnologyTDWTidewater$275,4495,1650.1%EnergyTSMTaiwan Semiconductor Manufacturing$267,5609580.1%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$262,2578,2940.1%ETFAPPLOVIN CORP$261,5493640.1%COM CL AVALValaris$257,4575,2790.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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