13F Filings History of STEINBERGANNA WEALTH MANAGEMENT

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$213,471,580
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 127 stock holdings with total value $213,471,580 as of Q4 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 Filing Time
Q4 2025 127 $213,471,580 +$8,401,820 -$9,443,828 -$1,042,008 ITOT, QQQ, SPY, AAPL, IYY 13F-HR 23 Jan 2026, 18:38
Q3 2025 133 $212,595,614 $0 $0 $0 ITOT, QQQ, SPY, AAPL, IYY 13F-HR 23 Oct 2025, 14:54