Weinberger Asset Management, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Weinberger Asset Management, Inc held in its portfolio 91 assets valued at $277,464,317 (i.e. $277.46M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($36.61M), PHILIP MORRIS INTL INC ($20.37M), and SCHWAB STRATEGIC TR ($18.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 91 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Weinberger Asset Management, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 109209 | 36614401 | TOTAL STK MKT |
| PHILIP MORRIS INTL INC | 127020 | 20374082 | COM |
| SCHWAB STRATEGIC TR | 574679 | 18746027 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 60160 | 12741322 | SM CP VAL ETF |
| SCHWAB STRATEGIC TR | 481787 | 12637282 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 259126 | 12127107 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 266865 | 10148871 | US HIGH PROFITAB |
| VANGUARD INDEX FDS | 52639 | 10053455 | VALUE ETF |
| SCHWAB STRATEGIC TR | 276119 | 8175882 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 16149 | 7878390 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 313005 | 7524639 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 39101 | 6935305 | MCAP VL IDXVIP |
| DIMENSIONAL ETF TRUST | 129457 | 6031405 | US MKTWIDE VALUE |
| BANK AMERICA CORP | 99702 | 5483626 | COM |
| DIMENSIONAL ETF TRUST | 86675 | 5160630 | US TARGETED VLU |
| ISHARES TR | 36490 | 4996925 | RUS MD CP GR ETF |
| ISHARES TR | 24406 | 4873432 | U.S. TECH ETF |
| DIMENSIONAL ETF TRUST | 109585 | 4176298 | INTL CORE EQT MK |
| ISHARES TR | 42748 | 4141463 | S&P MC 400GR ETF |
| SPDR S&P 500 ETF TR | 5848 | 3987651 | TR UNIT |
| J P MORGAN EXCHANGE TRADED F | 69644 | 3986430 | EQUITY PREMIUM |
| VANGUARD TAX-MANAGED FDS | 57785 | 3609851 | VAN FTSE DEV MKT |
| GE AEROSPACE | 11630 | 3582482 | COM NEW |
| APPLE INC | 13126 | 3568442 | COM |
| SHOPIFY INC | 19665 | 3165475 | CL A SUB VTG SHS |
| NVIDIA CORPORATION | 16535 | 3083779 | COM |
| META PLATFORMS INC | 4405 | 2907696 | CL A |
| VANGUARD SPECIALIZED FUNDS | 11436 | 2513452 | DIV APP ETF |
| ISHARES TR | 12631 | 2288877 | RUS 2000 VAL ETF |
| ISHARES TR | 33398 | 2204264 | CORE S&P MCP ETF |
| ISHARES TR | 15323 | 2162716 | SELECT DIVID ETF |
| VANGUARD INDEX FDS | 7686 | 2145446 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 3319 | 2081275 | S&P 500 ETF SHS |
| ALTRIA GROUP INC | 34516 | 1990218 | COM |
| GE VERNOVA INC | 2991 | 1954828 | COM |
| JPMORGAN CHASE & CO. | 5098 | 1642678 | COM |
| BLOCK INC | 22683 | 1476436 | CL A |
| SPDR SERIES TRUST | 16016 | 1389659 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 56609 | 1296418 | US REAL ESTATE E |
| KINDER MORGAN INC DEL | 46886 | 1288890 | COM |
| PG&E CORP | 77607 | 1247144 | COM |
| ALPHABET INC | 3956 | 1238206 | CAP STK CL A |
| ATI INC | 8800 | 1009888 | COM |
| DEERE & CO | 2078 | 967539 | COM |
| MICROSOFT CORP | 1999 | 966720 | COM |
| COCA COLA CO | 13700 | 957732 | COM |
| MERCK & CO INC | 8595 | 904710 | COM |
| ROBLOX CORP | 10486 | 849681 | CL A |
| COSTCO WHSL CORP NEW | 973 | 839396 | COM |
| UNITED AIRLS HLDGS INC | 7272 | 813155 | COM |
| AMAZON COM INC | 3453 | 797021 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1451 | 729345 | CL B NEW |
| SELECT SECTOR SPDR TR | 17186 | 693459 | STATE STREET REA |
| ALPHABET INC | 2202 | 691094 | CAP STK CL C |
| ISHARES TR | 5231 | 688405 | S&P MC 400VL ETF |
| UNITEDHEALTH GROUP INC | 1868 | 616791 | COM |
| JOHNSON & JOHNSON | 2897 | 599434 | COM |
| BROADCOM INC | 1660 | 574515 | COM |
| WASTE MGMT INC DEL | 2609 | 573223 | COM |
| ENTERPRISE PRODS PARTNERS L | 16900 | 541814 | COM |
| ARISTA NETWORKS INC | 4135 | 541809 | COM SHS |
| CISCO SYS INC | 6625 | 510326 | COM |
| COHEN & STEERS INFRASTRUCTUR | 20150 | 485817 | COM |
| MICRON TECHNOLOGY INC | 1477 | 421551 | COM |
| ELEVANCE HEALTH INC FORMERLY | 1180 | 413561 | COM |
| DBX ETF TR | 6565 | 409984 | XTRACKRS S&P 500 |
| ISHARES TR | 2738 | 407907 | ESG AWR MSCI USA |
| EXXON MOBIL CORP | 3354 | 403620 | COM |
| VANGUARD WORLD FD | 3335 | 403450 | ESG US STK ETF |
| PALANTIR TECHNOLOGIES INC | 2216 | 393894 | CL A |
| INTERNATIONAL BUSINESS MACHS | 1294 | 383187 | COM |
| WELLS FARGO CO NEW | 4034 | 375989 | COM |
| COHEN & STEERS TOTAL RETURN | 31328 | 346174 | COM |
| TESLA INC | 715 | 321550 | COM |
| BP PLC | 9102 | 316112 | SPONSORED ADR |
| ELECTRONIC ARTS INC | 1535 | 313637 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 3637 | 298299 | COMMON STOCK |
| PFIZER INC | 11692 | 291131 | COM |
| VERIZON COMMUNICATIONS INC | 6638 | 270369 | COM |
| SHELL PLC | 3521 | 258723 | SPON ADS |
| PROSHARES TR | 7390 | 258207 | PSHS ULTSH 20YRS |
| CITIGROUP INC | 2188 | 255315 | COM NEW |
| WISDOMTREE TR | 4905 | 253107 | US MIDCAP DIVID |
| ISHARES TR | 5430 | 249671 | ESG AWARE MSCI |
| SALESFORCE INC | 939 | 248786 | COM |
| VANGUARD ADMIRAL FDS INC | 2000 | 240419 | MIDCP 400 GRTH |
| ABBVIE INC | 1024 | 233967 | COM |
| ELI LILLY & CO | 209 | 224191 | COM |
| NEWMONT CORP | 2205 | 220169 | COM |
| ISHARES TR | 435 | 205678 | RUS 1000 GRW ETF |
| CROWN CRAFTS INC | 22000 | 60940 | COM |
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