S
STEINBERGANNA WEALTH MANAGEMENT
RIA/Wealth
STEINBERGANNA WEALTH MANAGEMENT is a RIA/Wealth based in Huntington, NY led by Daniel Steinberg, reporting $320.9M in AUM as of Q3 2025 with 61% ETF concentration, 56% concentrated in top 10 holdings, and 17% allocation to ITOT.
OwnerDaniel Steinberg
- Portfolio Value
- $212.6M
- Positions
- 133
- Top Holding
- ITOT at 16.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in STEINBERGANNA WEALTH MANAGEMENT's portfolio (55.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.6M | 16.72% | +$35.6M New | — 244.1K shares | |
ETF ETF | $21.1M | 9.90% | +$21.1M New | — 35.1K shares | |
ETF ETF | $19.6M | 9.23% | +$19.6M New | — 29.4K shares | |
Consumer Electronics Technology | $12.6M | 5.92% | +$12.6M New | 0.00% 49.4K shares | |
ETF ETF | $6.5M | 3.05% | +$6.5M New | — 39.9K shares | |
ETF ETF | $5.1M | 2.40% | +$5.1M New | — 26.9K shares | |
ETF ETF | $4.8M | 2.26% | +$4.8M New | — 58.0K shares | |
Software - Infrastructure Technology | $4.8M | 2.25% | +$4.8M New | 0.00% 9.2K shares | |
Semiconductors Technology | $4.4M | 2.07% | +$4.4M New | 0.00% 23.6K shares | |
Unknown Unknown | $4.0M | 1.87% | +$4.0M New | — 18.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in STEINBERGANNA WEALTH MANAGEMENT's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for STEINBERGANNA WEALTH MANAGEMENT
GthenA