Steinberganna Wealth Management holds a focused book of 139 stocks 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 equity book. Cloning the disclosed picks since 2025 would be +8% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2089528/holdings"
Use Arkolith to show STEINBERGANNA WEALTH MANAGEMENT's latest holdings, largest changes, and filing provenance.
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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $43.3M | 263.4K | 17.6% | ▲+0.2% Added · +434 sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $28.2M | 38.3K | 11.5% | ▲+0.1% Added · +38 sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $25.4M | 34.0K | 10.3% | ▲+2.1% Added · +714 sh | |
| 4 | Apple Inc COM | $14.0M | 48.3K | 5.7% | ▼−0.1% Reduced · −74 sh | |
| 5 | Ishares TR DOW JONES US ETF | $6.6M | 36.3K | 2.7% | ▼−0.9% Reduced · −333 sh | |
| 6 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.8M | 27.3K | 2.4% | ▲+0.7% Added · +180 sh | |
| 7 | Ishares TR MRGSTR MD CP GRW | $5.0M | 50.9K | 2.0% | ▼−3.5% Reduced · −2K sh | |
| 8 | Palo Alto Networks Inc COM | $4.4M | 12.9K | 1.8% | ▼−27% Reduced · −5K sh | |
| 9 | Nvidia Corporation COM | $4.2M | 21.1K | 1.7% | ▲+0.3% Added · +61 sh | |
| 10 | Vanguard Specialized Funds DIV APP ETF | $4.1M | 17.4K | 1.7% | ▼−1.2% Reduced · −215 sh | |
| 11 | United Rentals Inc COM | $3.9M | 3.4K | 1.6% | ▲+0.1% Added · +5 sh | |
| 12 | Crowdstrike Hldgs Inc CL A | $3.7M | 4.9K | 1.5% | ▼−31% Reduced · −2K sh | |
| 13 | Ishares TR ISHS 1-5YR INVS | $3.5M | 66.0K | 1.4% | ▲+8.4% Added · +5K sh | |
| 14 | Ishares TR MORNINGSTAR GRWT | $3.4M | 29.2K | 1.4% | ▼−0.1% Reduced · −17 sh | |
| 15 | Fortinet Inc COM | $3.4M | 21.9K | 1.4% | ▲+0.2% Added · +49 sh | |
| 16 | Microsoft Corp COM | $3.1M | 8.4K | 1.3% | ▼−7.8% Reduced · −715 sh | |
| 17 | Ishares TR MRGSTR SM CP GR | $3.1M | 47.6K | 1.3% | ▼−7.2% Reduced · −4K sh | |
| 18 | Alphabet Inc CAP STK CL C | $3.1M | 8.7K | 1.3% | ▼−10% Reduced · −1K sh | |
| 19 | Alphabet Inc CAP STK CL A | $2.8M | 7.8K | 1.1% | ▼−11% Reduced · −956 sh | |
| 20 | Amazon Com Inc COM | $2.7M | 11.3K | 1.1% | ▲+72% Added · +5K sh | |
| 21 | Celestica Inc COM | $2.3M | 6.4K | 1.0% | ▲New New position | |
| 22 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.2M | 31.5K | 0.9% | ▲+5.4% Added · +2K sh | |
| 23 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.1M | 26.7K | 0.9% | ▼−1.7% Reduced · −467 sh | |
| 24 | Ishares TR RUSSELL 2000 ETF | $2.0M | 6.6K | 0.8% | ▲+8.5% Added · +521 sh | |
| 25 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.9M | 31.3K | 0.8% | ▲+6.5% Added · +2K sh | |
| 26 | Broadcom Inc COM | $1.9M | 4.9K | 0.8% | ▲+4.7% Added · +221 sh | |
| 27 | Ishares TR CORE US AGGBD ET | $1.8M | 17.9K | 0.7% | ▲+4.0% Added · +687 sh | |
| 28 | Vanguard Scottsdale FDS INT-TERM CORP | $1.7M | 20.6K | 0.7% | ▼−3.9% Reduced · −834 sh | |
| 29 | Ishares TR 0-3 MTH TREASURY | $1.7M | 16.8K | 0.7% | ▼−28% Reduced · −6K sh | |
| 30 | Bleichroeder Acquisiti Corp USD CL A ORD SHS | $1.7M | 163.2K | 0.7% | ▲New New position | |
| 31 | Micron Technology Inc COM | $1.6M | 1.4K | 0.6% | ▼−30% Reduced · −583 sh | |
| 32 | Elanco Animal Health Inc COM | $1.5M | 61.6K | 0.6% | ▲+0.3% Added · +156 sh | |
| 33 | Sofi Technologies Inc COM | $1.4M | 80.5K | 0.6% | —Held | |
| 34 | Peabody Engr Corp COM | $1.4M | 62.3K | 0.6% | ▲+0.9% Added · +575 sh | |
| 35 | Ishares TR ISHS 5-10YR INVT | $1.4M | 26.3K | 0.6% | ▼−0.9% Reduced · −243 sh | |
| 36 | Infleqtion Inc COM SHS | $1.4M | 102.4K | 0.6% | ▲New New position | |
| 37 | Magnite Inc COM | $1.3M | 69.0K | 0.5% | —Held | |
| 38 | First TR Exch Traded FD III PFD SECS INC ETF | $1.2M | 67.7K | 0.5% | ▲+0.5% Added · +310 sh | |
| 39 | Invesco Exchange Traded FD T LARG CAP GRO ETF | $1.2M | 7.2K | 0.5% | —Held | |
| 40 | Eli Lilly & Co COM | $1.1M | 959 | 0.5% | ▲+2.2% Added · +21 sh | |
| 41 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $1.1M | 17.6K | 0.4% | ▲+7.4% Added · +1K sh | |
| 42 | Servicenow Inc COM | $995K | 10.0K | 0.4% | ▲New New position | |
| 43 | Invesco Exchange Traded FD T S&P500 PUR GWT | $992K | 15.5K | 0.4% | ▲~0% Added · +6 sh | |
| 44 | Tesla Inc COM | $949K | 2.3K | 0.4% | ▼−1.6% Reduced · −36 sh | |
| 45 | JPMorgan Chase & Co COM | $862K | 2.6K | 0.4% | ▲+0.5% Added · +12 sh | |
| 46 | Northrop Grumman Corp COM | $800K | 1.6K | 0.3% | ▲+0.1% Added · +2 sh | |
| 47 | J P Morgan Exchange Traded F INCOME ETF | $791K | 17.2K | 0.3% | ▲+24% Added · +3K sh | |
| 48 | Janus Detroit STR TR HENDRSON AAA CL | $785K | 15.6K | 0.3% | ▲+57% Added · +6K sh | |
| 49 | Invesco Exch Traded FD TR II DORSEY WRGT DVLP | $785K | 14.0K | 0.3% | ▼−0.5% Reduced · −66 sh | |
| 50 | Merck & Co Inc COM | $782K | 6.1K | 0.3% | ▲+0.7% Added · +43 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.