Weinberger Asset Management, Inc
Q1 2026 13F Holdings
- Locationlos angeles, CA
- Num holdings
92
- Value ($000)
$266,743
- Date Filed 05/08/2026
- Form type13F-HR
- CIK 0002051705
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $33.55M | 13 % | 104,582 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | $21M | 8 % | 127,027 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $16.12M | 6 % | 553,451 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $13.09M | 5 % | 60,270 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $12.85M | 5 % | 284,768 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $12.25M | 5 % | 488,077 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.81M | 4 % | 55,099 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.99M | 4 % | 271,845 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $7.63M | 3 % | 250,274 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $7.43M | 3 % | 300,345 |
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