§ 13F · FUND PROFILE
Weinberger Asset Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $259M (13F)Positions · 81Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 105K | $34M | 12.6% | −4% |
| 2 | PM | PHILIP MORRIS INTL INC | 127K | $21M | 7.9% | ±0% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 553K | $16M | 6.0% | −4% |
| 4 | VBR | VANGUARD INDEX FDS | 60K | $13M | 4.9% | ±0% |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 285K | $13M | 4.8% | +10% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 488K | $12M | 4.6% | +1% |
| 7 | VTV | VANGUARD INDEX FDS | 55K | $11M | 4.1% | +5% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 272K | $10M | 3.7% | +2% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 250K | $8M | 2.9% | −9% |
| 10 | SCHF | SCHWAB STRATEGIC TR | 300K | $7M | 2.8% | −4% |
§ 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 $259 million in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed