DOSSIER · 13F-HR · Q1 2026
STEINBERGANNA WEALTH MANAGEMENT
$208M in tracked AUM across 132 positions as of Q1 2026.
SW
CIK 0002089528 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Steinberganna Wealth Management has reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 182.3%, rising from $75.61 million to $213.47 million. This dramatic increase suggests a substantial inflow of new capital rather than mere market appreciation, as the broad market gains required to achieve such a jump in a single quarter would be historically anomalous. The portfolio now ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.