13F Filings History of Steinberganna Wealth Management

Latest 13F report
Q3 2025 - Oct 23, 2025
Value $
$213M
Signature - Title
Ashleigh Swayze - Counsel
Location
Huntington, NY
Summary
This page shows a list of all the recent 13F filings made by Steinberganna Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Steinberganna Wealth Management reported 133 stock holdings with total value $213M as of Q3 2025. Top holdings included ITOT, QQQ, SPY, AAPL, and IYY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 133 $213M $0 $0 ITOT, QQQ, SPY, AAPL, IYY 13F-HR 10/23/2025, 02:54 PM