Arkolith/Funds/Steinberganna Wealth Management

Steinberganna Wealth Management

CIK 2089528Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Steinberganna Wealth Management holds a focused book of 139 reported positions worth $246.0M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Celestica Inc and trimmed Apple Inc. Their largest long position is Ishares Core S&P Total U.S. at 18% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+9.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Steinberganna Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.5%
+9.5%/yr · since Oct '25
Their reported book
+10.6%
held from quarter-end
S&P 500
+13.4%
same window
$9K$10K$10K$11K$12KOct '25Dec '25Mar '26May '26Jul '26Sep '26
Steinberganna Wealth Management (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +10.6%, a 2.0-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Steinberganna Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
57%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

34% mapped to company sectors

ETFs / funds
66%
Information Technology
22%
Industrials
4%
Financials
3%
Consumer Discretionary
2%
Health Care
2%
Energy
1%

+6 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Steinberganna Wealth Management

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.9 / 80$4.5B
Swiss Re Ltd34 / 80$1.0B
Hoffman, Alan N Investment Management9 / 80$154.4M
Draper Asset Management, LLC9 / 80$176.0M
Marest Capital, LLC13 / 80$178.5M
Kopp Family Office, LLC9 / 80$136.2M
Hoey Investments, Inc43 / 80$631.1M
Outlook Capital Management, LLC9 / 80$245.5M

Ranked by the share of each fund's own book sitting in the names it shares with Steinberganna Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

139 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P TTL STK
$43.3M263.4K
17.6%
+0.2%
Added · +434 sh
2Invesco QQQ TR
UNIT SER 1
$28.2M38.3K
11.5%
+0.1%
Added · +38 sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$25.4M34.0K
10.3%
+2.1%
Added · +714 sh
4Apple Inc
COM
$14.0M48.3K
5.7%
−0.1%
Reduced · −74 sh
5Ishares TR
DOW JONES US ETF
$6.6M36.3K
2.7%
−0.9%
Reduced · −333 sh
6Invesco Exchange Traded FD T
S&P500 EQL WGT
$5.8M27.3K
2.4%
+0.7%
Added · +180 sh
7Ishares TR
MRGSTR MD CP GRW
$5.0M50.9K
2.0%
−3.5%
Reduced · −2K sh
8Palo Alto Networks Inc
COM
$4.4M12.9K
1.8%
−27%
Reduced · −5K sh
9Nvidia Corporation
COM
$4.2M21.1K
1.7%
+0.3%
Added · +61 sh
10Vanguard Specialized Funds
DIV APP ETF
$4.1M17.4K
1.7%
−1.2%
Reduced · −215 sh
11United Rentals Inc
COM
$3.9M3.4K
1.6%
+0.1%
Added · +5 sh
12Crowdstrike Hldgs Inc
CL A
$3.7M4.9K
1.5%
−31%
Reduced · −2K sh
13Ishares TR
ISHS 1-5YR INVS
$3.5M66.0K
1.4%
+8.4%
Added · +5K sh
14Ishares TR
MORNINGSTAR GRWT
$3.4M29.2K
1.4%
−0.1%
Reduced · −17 sh
15Fortinet Inc
COM
$3.4M21.9K
1.4%
+0.2%
Added · +49 sh
16Microsoft Corp
COM
$3.1M8.4K
1.3%
−7.8%
Reduced · −715 sh
17Ishares TR
MRGSTR SM CP GR
$3.1M47.6K
1.3%
−7.2%
Reduced · −4K sh
18Alphabet Inc
CAP STK CL C
$3.1M8.7K
1.3%
−10%
Reduced · −1K sh
19Alphabet Inc
CAP STK CL A
$2.8M7.8K
1.1%
−11%
Reduced · −956 sh
20Amazon Com Inc
COM
$2.7M11.3K
1.1%
+72%
Added · +5K sh
21Celestica Inc
COM
$2.3M6.4K
1.0%
New
New position
22Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.2M31.5K
0.9%
+5.4%
Added · +2K sh
23Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.1M26.7K
0.9%
−1.7%
Reduced · −467 sh
24Ishares TR
RUSSELL 2000 ETF
$2.0M6.6K
0.8%
+8.5%
Added · +521 sh
25Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.9M31.3K
0.8%
+6.5%
Added · +2K sh
26Broadcom Inc
COM
$1.9M4.9K
0.8%
+4.7%
Added · +221 sh
27Ishares TR
CORE US AGGBD ET
$1.8M17.9K
0.7%
+4.0%
Added · +687 sh
28Vanguard Scottsdale FDS
INT-TERM CORP
$1.7M20.6K
0.7%
−3.9%
Reduced · −834 sh
29Ishares TR
0-3 MTH TREASURY
$1.7M16.8K
0.7%
−28%
Reduced · −6K sh
30Bleichroeder Acquisiti Corp
USD CL A ORD SHS
$1.7M163.2K
0.7%
New
New position
31Micron Technology Inc
COM
$1.6M1.4K
0.6%
−30%
Reduced · −583 sh
32Elanco Animal Health Inc
COM
$1.5M61.6K
0.6%
+0.3%
Added · +156 sh
33Sofi Technologies Inc
COM
$1.4M80.5K
0.6%
Held
34Peabody Engr Corp
COM
$1.4M62.3K
0.6%
+0.9%
Added · +575 sh
35Ishares TR
ISHS 5-10YR INVT
$1.4M26.3K
0.6%
−0.9%
Reduced · −243 sh
36Infleqtion Inc
COM SHS
$1.4M102.4K
0.6%
New
New position
37Magnite Inc
COM
$1.3M69.0K
0.5%
Held
38First TR Exch Traded FD III
PFD SECS INC ETF
$1.2M67.7K
0.5%
+0.5%
Added · +310 sh
39Invesco Exchange Traded FD T
LARG CAP GRO ETF
$1.2M7.2K
0.5%
Held
40Eli Lilly & Co
COM
$1.1M959
0.5%
+2.2%
Added · +21 sh
41J P Morgan Exchange Traded F
NASDAQ EQT PREM
$1.1M17.6K
0.4%
+7.4%
Added · +1K sh
42Servicenow Inc
COM
$995K10.0K
0.4%
New
New position
43Invesco Exchange Traded FD T
S&P500 PUR GWT
$992K15.5K
0.4%
~0%
Added · +6 sh
44Tesla Inc
COM
$949K2.3K
0.4%
−1.6%
Reduced · −36 sh
45JPMorgan Chase & Co
COM
$862K2.6K
0.4%
+0.5%
Added · +12 sh
46Northrop Grumman Corp
COM
$800K1.6K
0.3%
+0.1%
Added · +2 sh
47J P Morgan Exchange Traded F
INCOME ETF
$791K17.2K
0.3%
+24%
Added · +3K sh
48Janus Detroit STR TR
HENDRSON AAA CL
$785K15.6K
0.3%
+57%
Added · +6K sh
49Invesco Exch Traded FD TR II
DORSEY WRGT DVLP
$785K14.0K
0.3%
−0.5%
Reduced · −66 sh
50Merck & Co Inc
COM
$782K6.1K
0.3%
+0.7%
Added · +43 sh
Showing 50 of 139 positions
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Filing history

As-of date vs the date the SEC received each filing

$246.0M · Q2 2026Q3 2025 · $212.6MQ2 2026 · $246.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 202635d139$246.0M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202615d132$208.2M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d127$213.5M13F-HR
Q3 2025Sep 30, 2025Oct 23, 202523d133$212.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.