§ 13F · FUND PROFILE
Weinberger Asset Management, Inc.
AUM · $312M (13F)Positions · 101Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 105K | $39M | 12.4% | ±0% |
| 2 | PM | PHILIP MORRIS INTL INC | 127K | $24M | 7.8% | ±0% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 560K | $19M | 6.1% | +1% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 321K | $17M | 5.3% | +13% |
| 5 | VBR | VANGUARD INDEX FDS | 61K | $15M | 4.8% | +1% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 496K | $14M | 4.6% | +2% |
| 7 | VTV | VANGUARD INDEX FDS | 57K | $13M | 4.0% | +3% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 289K | $12M | 3.8% | +6% |
| 9 | VOE | VANGUARD INDEX FDS | 42K | $9M | 2.8% | +5% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 154K | $9M | 2.7% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEINBERGER SIGNAL
AC read
Weinberger Asset Management, Inc is a Other fund managing $312 million in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →