Long-term investor
Steinberganna Wealth Management @steinbergannawealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002089528).
Record
- Tracked since 2025-09-30 (358 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +4.1% · 1 year n/a · all +7.4%
- Max drawdown n/a · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 17.6% · long · since 2025-09-30
- 46090E103 · 11.5% · long · since 2025-09-30
- 78462F103 · 10.3% · long · since 2025-09-30
- AAPL · 5.7% · long · since 2025-09-30
- 464287846 · 2.7% · long · since 2025-09-30
- 46137V357 · 2.4% · long · since 2025-09-30
- 464288307 · 2.0% · long · since 2025-09-30
- PANW · 1.8% · long · since 2025-09-30
- NVDA · 1.7% · long · since 2025-09-30
- 921908844 · 1.7% · long · since 2025-09-30
- URI · 1.6% · long · since 2025-09-30
- CRWD · 1.5% · long · since 2025-09-30