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Weinberger Asset Management - Q1 2026 13F Filings

WE

Weinberger Asset Management, INC

CIK: 0002051705
Address: California Los Angeles 10866 Wilshire Blvd. Suite 830
$266.74 M
Portfolio Value
92
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFAU Dimensional Us Core Equity Market Etf
+$1.16 M
2. DFUV Dimensional Us Marketwide Value Etf
+$579,579.67
3. VTV Vanguard Value Etf
+$482,653.35
4. ESGV Vanguard Esg Us Stock Etf
+$367,457.65
5. ESGU Ishares Esg Aware Msci Usa Etf
+$361,328.07

Top Sells

Q1 2026
1. VOO Vanguard S&P 500 Etf
−$2.08 M
2. VTI Vanguard Total Stock Market Etf
−$1.48 M
3. NVDA Nvidia Corporation
−$1.11 M
4. SCHV Schwab Us Large-Cap Value Etf
−$788,272.19
5. SPY Spdr S&P 500 Etf Trust
−$640,595.55

Asset Allocation

Stocks/ETFs
-3.86%
$266.74 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Weinberger Asset Management Q1 2026 Filing Summary

Weinberger Asset Management, INC filed its 13F report for Q1 2026 on May 08, 2026. The portfolio totaled 266.74 M reflecting a -3.86% change from the prior quarter, spanning 92 assets. The top 10 holdings comprised 54.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 5 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Weinberger Asset Management’s Q1 2026 Filing

Weinberger Asset Management submitted their Form 13F-HR for the Q1 2026 period on 05/08/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Weinberger Asset Management reported a managed portfolio value of 266.74 M, consisting of 92 individual positions.

This page displays the raw filing documents. To see which stocks Weinberger Asset Management bought or sold during Q1 2026, please visit Weinberger Asset Management's Portfolio Analysis page.