Institutions / Weinberger Asset Management, Inc
Weinberger Asset Management, Inc
CIK 2051705 · Institution · as of Dec 31, 2025
Portfolio value
$277.46M
Positions
92
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 92 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $36.61M | 13.2% |
| Philip Morris International Inc. | $20.37M | 7.3% |
| Schwab Strategic Tr | $18.75M | 6.8% |
| Vanguard Index Fds | $12.74M | 4.6% |
| Schwab Strategic Tr | $12.64M | 4.6% |
| Dimensional ETF Trust | $12.13M | 4.4% |
| Dimensional ETF Trust | $10.15M | 3.7% |
| Vanguard Index Fds | $10.05M | 3.6% |
| Schwab Strategic Tr | $8.18M | 2.9% |
| Vanguard Index Fds | $7.88M | 2.8% |
| Schwab Strategic Tr | $7.52M | 2.7% |
| Vanguard Index Fds | $6.94M | 2.5% |
| Dimensional ETF Trust | $6.03M | 2.2% |
| Bank of America Corp /De | $5.48M | 2.0% |
| Dimensional ETF Trust | $5.16M | 1.9% |
| iShares Tr | $5.00M | 1.8% |
| iShares Tr | $4.87M | 1.8% |
| Dimensional ETF Trust | $4.18M | 1.5% |
| iShares Tr | $4.14M | 1.5% |
| SPDR S&P 500 ETF Tr | $3.99M | 1.4% |
| J P Morgan Exchange Traded F | $3.99M | 1.4% |
| Vanguard Tax-Managed Fds | $3.61M | 1.3% |
| General Electric Co | $3.58M | 1.3% |
| Apple Inc. | $3.57M | 1.3% |
| Shopify Inc | $3.17M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.