Weinberger Asset Management, Inc
Q4 2025 13F Holdings
- Locationlos angeles, CA
- Num holdings
92
- Value ($000)
$277,464
- Date Filed02/09/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $36.61M | 13 % | 109,209 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | $20.37M | 7 % | 127,020 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $18.75M | 7 % | 574,679 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $12.74M | 5 % | 60,160 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $12.64M | 5 % | 481,787 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $12.13M | 4 % | 259,126 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $10.15M | 4 % | 266,865 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.05M | 4 % | 52,639 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $8.18M | 3 % | 276,119 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.88M | 3 % | 16,149 |
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