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Weinberger Asset Management, Inc.
Weinberger Asset Management, Inc. is a U.S.-based investment adviser headquartered in Los Angeles, California. Founded in 1985, the firm provides discretionary investment management services primarily to individuals (including high net worth clients), charitable organizations, pension and profit-sharing plans, and select corporate clients. The firm manages hundreds of accounts with approximately three employees and a focused investor base.
Investment Strategy
Weinberger Asset Management employs a discretionary investment approach focused on long-term portfolio management for individuals and institutions. The firm primarily invests in publicly traded equities and diversified ETFs, aiming for risk-adjusted growth while managing capital preservation. Portfolio strategies are based on thorough analysis of market fundamentals, asset allocation, and periodic rebalancing aligned to client goals and risk tolerance. The firm’s latest 13F filings show significant holdings in index ETFs and blue-chip stocks, reflecting a blend of passive and active strategies targeting balanced growth.
Latest 13F Filing Activity
Weinberger Asset Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 87 equity positions with a total 13F market value of $276M. The fund increased holdings in Vanguard Index FDS, Dimensional Etf Trust, Vanguard Index FDS among other positions. Weinberger Asset Management, Inc. reduced exposure to Philip Morris Intl Inc., Vanguard Index FDS, Ishares TR among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 13.34% | $36.9M | 112,317 | $236.67 | $328.17 | +$2.0M |
P PM | PHILIP MORRIS INTL INC | 7.52% | $20.8M | 128,109 | $98.68 | $162.20 | -$2.6M |
S SCHG | SCHWAB STRATEGIC TR | 6.97% | $19.3M | 603,828 | $20.28 | $31.91 | +$955.2K |
S SCHB | SCHWAB STRATEGIC TR | 4.82% | $13.3M | 518,219 | $18.24 | $25.71 | +$635.7K |
V VBR | VANGUARD INDEX FDS | 4.61% | $12.7M | 61,012 | $174.47 | $208.71 | +$1.1M |
Industry Allocation
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