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Weinberger Asset Management - Q2 2026 13F Filings

WE

Weinberger Asset Management, INC

CIK: 0002051705
Address: California Los Angeles 10866 Wilshire Blvd. Suite 830
$311.83 M
Portfolio Value
101
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+16.90%
$311.83 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Weinberger Asset Management Q2 2026 Filing Summary

Weinberger Asset Management, INC filed its 13F report for Q2 2026 on August 05, 2026. The portfolio totaled 311.83 M reflecting a +16.90% change from the prior quarter, spanning 101 assets. The top 10 holdings comprised 54.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Weinberger Asset Management’s Q2 2026 Filing

Weinberger Asset Management submitted their Form 13F-HR for the Q2 2026 period on 08/05/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Weinberger Asset Management reported a managed portfolio value of 311.83 M, consisting of 101 individual positions.

This page displays the raw filing documents. To see which stocks Weinberger Asset Management bought or sold during Q2 2026, please visit Weinberger Asset Management's Portfolio Analysis page.