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Brandie Giffin

Sterneck Capital Management, Llc

Assets Managed
$222.702M
Holdings
116
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
0.29%(2Q avg: 1.79%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterneck Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Sterneck Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 222.702M in assets, with a quarterly growth rate of 0.29% and a 2-quarter average growth rate of 1.79%. The portfolio is managed by Brandie Giffin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.3%
9.72%
$21.635M
85,248 shares@ $253.8 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 2.14%
8.96%
$19.936M
103,876 shares@ $191.93 avg price
JPIN
Jpm Diversified Ret Intl Eq
Recent Activity
Increased 1.87%
5.51%
$12.268M
172,204 shares@ $71.25 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -1.18%
5.49%
$12.208M
260,253 shares@ $46.92 avg price
JPUS
Jpmorgan Div Ret Us Eq Etf
Recent Activity
Increased 3.48%
5.39%
$11.995M
92,122 shares@ $130.22 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
Decreased -2.54%
3.65%
$8.11M
80,943 shares@ $100.19 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 4.78%
3.63%
$8.079M
102,183 shares@ $79.07 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 3.95%
3.31%
$7.368M
66,267 shares@ $111.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.24%
3.19%
$7.102M
10,920 shares@ $650.33 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.93%
3.1%
$6.894M
62,403 shares@ $110.48 avg price

1-10 of 116