STEINBERGANNA WEALTH MANAGEMENT
All 13F Filings
- Location
- Huntington, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 208,205
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 132 | 208,205 | 13F-HR | STEINBERGANNA WEALTH MANAGEMENT |
| Q4 2025 | 1/26/2026 | 127 | 213,472 | 13F-HR | STEINBERGANNA WEALTH MANAGEMENT |
| Q3 2025 | 10/23/2025 | 133 | 212,596 | 13F-HR | STEINBERGANNA WEALTH MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.12 K | 33.7% | 0 | 122.7 K | -122.7 K |
| ETFs | 138.1 K | 66.3% | 117.4 K | 0 | 117.4 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
208,205
Holdings
132
QoQ value change ($000)
-5,267
(-2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.