Weinberger Asset Management, Inc
Weinberger Asset Management, Inc reported 101 positions worth $311.8M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: VTI (12.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $38.6M | 12.37% | 104,758 | — | — | |
| ▸ 2 | PM | SH | $24.2M | 7.78% | 127,059 | — | — | |
| ▸ 3 | SCHG | SH | $19.1M | 6.14% | 560,085 | — | — | |
| ▸ 4 | DFAU | SH | $16.6M | 5.33% | 321,265 | — | — | |
| ▸ 5 | VBR | SH | $14.9M | 4.79% | 61,043 | — | — | |
| ▸ 6 | SCHB | SH | $14.3M | 4.59% | 495,593 | — | — | |
| ▸ 7 | VTV | SH | $12.5M | 4.01% | 56,837 | — | — | |
| ▸ 8 | DUHP | SH | $11.9M | 3.81% | 288,943 | — | — | |
| ▸ 9 | VOE | SH | $8.6M | 2.77% | 42,127 | — | — | |
| ▸ 10 | DFUV | SH | $8.5M | 2.74% | 153,561 | — | — |
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Frequently Asked Questions
What stocks does Weinberger Asset Management, Inc hold as of Q2 2026?
Weinberger Asset Management, Inc reported 101 positions worth $311.8M in its Q2 2026 13F filing. Largest positions: VTI (12.4%), PM (7.8%), SCHG (6.1%), DFAU (5.3%) and VBR (4.8%).
What did Weinberger Asset Management, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Weinberger Asset Management, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.