Wernau Asset Management Inc. filed its 13F report for Q4 2025 on January 21, 2026. The portfolio totaled 184.84 M reflecting a +25.64% change from the prior quarter, spanning 49 assets. Allocations were 54.5% Equities, 45.5% Options, and 0.0% Debt. The top 10 holdings comprised 73.1% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Wernau Asset Management submitted their Form 13F-HR for the Q4 2025 period on 01/21/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Wernau Asset Management reported a managed portfolio value of 184.84 M, consisting of 49 individual positions.
This page displays the raw filing documents. To see which stocks Wernau Asset Management bought or sold during Q4 2025, please visit Wernau Asset Management's Portfolio Analysis page.