Weinberger Asset Management, Inc
Q3 2025 13F Holdings
- Locationlos angeles, CA
- Num holdings
88
- Value ($000)
$276,258
- Date Filed10/15/2025
- Form type13F-HR
- CIK0002051705
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $36.86 M | 13 % | 112,317 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $20.78 M | 8 % | 128,109 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $19.27 M | 7 % | 603,828 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $13.32 M | 5 % | 518,219 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $12.73 M | 5 % | 61,012 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $10.71 M | 4 % | 233,939 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $10.31 M | 4 % | 272,974 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.03 M | 4 % | 53,798 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $8.59 M | 3 % | 294,938 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.95 M | 3 % | 16,584 |
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