Weinberger Asset Management, Inc - Portfolio Stock Holdings
Weinberger Asset Management, Inc disclosed 102 stock positions in a recent SEC 13F filing. $310,752,046 of stock holdings were filed, with the largest holdings including VTI, PM, and SCHG. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 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:
June 30, 2026No. of Stocks:
102Est. Stock Holding Value:
$310,752,046Top Stock Holdings By Sector
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Portfolio Stock Holdings - Weinberger Asset Management, Inc
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