Weinberger Asset Management, Inc - Portfolio Stock Holdings
Weinberger Asset Management, Inc disclosed 103 stock positions in a recent SEC 13F filing. $314,979,964 of stock holdings were filed, with the largest holdings including VTI, PM, and SCHG. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 28, 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:
Sept. 30, 2026No. of Stocks:
103Est. Stock Holding Value:
$314,979,964Top Stock Holdings By Sector
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Portfolio Stock Holdings - Weinberger Asset Management, Inc
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