STEINBERGANNA WEALTH MANAGEMENT

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Ashleigh Swayze - Counsel
Location
Huntington, NY
Holdings as of
30 Sep 2025
Value $
$212,595,614
Num holdings
133
Filing time
23 Oct 2025, 14:54:34 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included ITOT, QQQ, SPY, AAPL, and IYY.
Next filing
Q4 2025 - 26 Jan 2026
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ashleigh Swayze Counsel Princeton, New Jersey 23 Oct 2025