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Weinberger Asset Management, Inc

All holdings · as of Dec 31, 2025

92 positions

CompanyClassValueShares% of portfolio
CROWN CRAFTS INCCRWSCommon Stock$60.9K22,0000.0%
ISHARES TR—$205.7K4350.1%
Newmont Corp—$220.2K2,2050.1%
ELI LILLY & Co—$224.2K2090.1%
AbbVie Inc.—$234.0K1,0240.1%
VANGUARD ADMIRAL FDS INC—$240.4K2,0000.1%
Salesforce Inc—$248.8K9390.1%
ISHARES TR—$249.7K5,4300.1%
WISDOMTREE TR—$253.1K4,9050.1%
CITIGROUP INC—$255.3K2,1880.1%
PROSHARES TR—$258.2K7,3900.1%
SHELL PLC—$258.7K3,5210.1%
VERIZON COMMUNICATIONS INC—$270.4K6,6380.1%
PFIZER INC—$291.1K11,6920.1%
GE HealthCare Technologies Inc.—$298.3K3,6370.1%
ELECTRONIC ARTS INC.—$313.6K1,5350.1%
BP PLC—$316.1K9,1020.1%
Tesla Inc—$321.6K7150.1%
COHEN & STEERS TOTAL RETURN REALTY FUND INCRFIClosed-End Fund$346.2K31,3280.1%
WELLS FARGO & COMPANY/MN—$376.0K4,0340.1%
INTERNATIONAL BUSINESS MACHINES CORP—$383.2K1,2940.1%
Palantir Technologies Inc—$393.9K2,2160.1%
VANGUARD WORLD FD—$403.4K3,3350.1%
EXXON MOBIL CORP—$403.6K3,3540.1%
ISHARES TR—$407.9K2,7380.1%
DBX ETF TR—$410.0K6,5650.1%
Elevance Health Inc—$413.6K1,1800.1%
MICRON TECHNOLOGY INC—$421.6K1,4770.2%
COHEN & STEERS INFRASTRUCTURE FUND INCUTFClosed-End Fund$485.8K20,1500.2%
SPDR SERIES TRUST—$487.9K5,3630.2%
CISCO SYSTEMS, INC.—$510.3K6,6250.2%
Arista Networks, Inc.ANETCommon Stock$541.8K4,1350.2%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$541.8K16,9000.2%
WASTE MANAGEMENT INC—$573.2K2,6090.2%
Broadcom Inc.—$574.5K1,6600.2%
JOHNSON & JOHNSON—$599.4K2,8970.2%
UNITEDHEALTH GROUP INC—$616.8K1,8680.2%
iShares MSCI UAE ETF—$688.4K5,2310.2%
Alphabet Inc.—$691.1K2,2020.2%
SELECT SECTOR SPDR TR—$693.5K17,1860.2%
Warren E. Buffett—$729.3K1,4510.3%
Amazon.com Inc—$797.0K3,4530.3%
United Airlines Holdings Inc—$813.2K7,2720.3%
COSTCO WHOLESALE CORP /NEW—$839.4K9730.3%
ROBLOX Corp—$849.7K10,4860.3%
SPDR SERIES TRUST—$901.7K10,6530.3%
Merck & Co., Inc.—$904.7K8,5950.3%
COCA COLA CO—$957.7K13,7000.3%
MICROSOFT CORP—$966.7K1,9990.3%
DEERE & CO—$967.5K2,0780.3%
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