Weinberger Asset Management, Inc - Portfolio Stock Holdings
Weinberger Asset Management, Inc disclosed 93 stock positions in a recent SEC 13F filing. $277,464,711 of stock holdings were filed, with the largest holdings including VTI, PM, and SCHG. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 9, 2026.We estimate the fund has a total AUM of $503,567,038 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Dec. 31, 2025No. of Stocks:
93Est. Stock Holding Value:
$277,464,711Top Stock Holdings By Sector
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Portfolio Stock Holdings - Weinberger Asset Management, Inc
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