Weinberger Asset Management, INC (CIK: 0002051705) is a financial institution headquartered at 10866 Wilshire Blvd., Suite 830, Los Angeles, California 90024. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $311.83 M, comprising 101 distinct securities. Over its filing history, it has submitted 19 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 54.3%. Quarterly turnover: 0.7%. ▲ 9 new, +53 added, −24 reduced, ×0 exited.

Top Buys

Q2 2026

1. VUG Vanguard Growth Etf

+$7.14 M

2. DFAU Dimensional Us Core Equity Market Etf

+$1.89 M

3. IWP Ishares Russell Mid-Cap Growth Etf

+$728,781.25

4. DUHP Dimensional Us High Profitability Etf

+$703,924.35

5. DFUV Dimensional Us Marketwide Value Etf

+$675,085.67

Top Sells

Q2 2026

1. DVY Ishares Select Dividend Etf

−$652,889.41

2. SCHV Schwab Us Large-Cap Value Etf

−$222,988.34

3. VOT Vanguard Mid-Cap Growth Etf

−$152,785.6

4. VEA Vanguard Ftse Developed Markets Etf

−$121,255.46

5. GEV Ge Vernova

−$113,883.36

Stocks/ETFs

+16.90%

$311.83 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Total Stock Market Etf ETF-VTI	104,758	$38.57 M	12.37%	▲ 176	Add 0.2%
Philip Morris International PM	127,059	$24.25 M	7.78%	▲ 32	Add 0.0%
Schwab Us Large-Cap Growth Etf ETF-SCHG	560,085	$19.14 M	6.14%	▲ 6,634	Add 1.2%
Dimensional Us Core Equity Market Etf ETF-DFAU	321,265	$16.64 M	5.33%	▲ 36,497	Add 12.8%
Vanguard Small Cap Value Etf ETF-VBR	61,043	$14.93 M	4.79%	▲ 773	Add 1.3%
Schwab Us Broad Market Etf ETF-SCHB	495,593	$14.3 M	4.59%	▲ 7,516	Add 1.5%
Vanguard Value Etf ETF-VTV	56,837	$12.5 M	4.01%	▲ 1,738	Add 3.2%
Dimensional Us High Profitability Etf ETF-DUHP	288,943	$11.9 M	3.81%	▲ 17,098	Add 6.3%
Vanguard Mid-Cap Value Etf ETF-VOE	42,127	$8.63 M	2.77%	▲ 2,067	Add 5.2%
Dimensional Us Marketwide Value Etf ETF-DFUV	153,561	$8.54 M	2.74%	▲ 12,144	Add 8.6%

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Weinberger Asset Management, INC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Weinberger Asset Management, INC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 19 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Weinberger Asset Management, INC Quarterly 13F Statistics

Discover detailed insights into Weinberger Asset Management, INC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Weinberger Asset Management, INC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Weinberger Asset Management, INC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Weinberger Asset Management, INC 13F Filings, Portfolio & Analysis

Weinberger Asset Management, INC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Weinberger Asset Management, INC's Portfolio

Weinberger Asset Management, INC Quarterly 13F Statistics

Weinberger Asset Management, INC's All 13F Filings

Insider Trading Activity (SEC Form 4)