Wernau Asset Management Inc. - Portfolio Stock Holdings
Wernau Asset Management Inc. disclosed 48 stock positions in a recent SEC 13F filing. $104,728,808 of stock holdings were filed, with the largest holdings including AAPL, SPY, and GOOG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $202,609,112 and has 2 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:
48Est. Stock Holding Value:
$104,728,808Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wernau Asset Management Inc.
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Portfolio Options Holdings - Wernau Asset Management Inc.
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