Weinberger Asset Management, Inc

Est. AUM

$266.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$33.6M	104582	12.58%	SOLE
2	PHILIP MORRIS INTL INC	COM	$21.0M	127027	7.87%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$16.1M	553451	6.04%	SOLE
4	VANGUARD INDEX FDS	SM CP VAL ETF	$13.1M	60270	4.91%	SOLE
5	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$12.8M	284768	4.82%	SOLE
6	SCHWAB STRATEGIC TR	US BRD MKT ETF	$12.3M	488077	4.59%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$10.8M	55099	4.05%	SOLE
8	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$10.0M	271845	3.75%	SOLE
9	SCHWAB STRATEGIC TR	US LCAP VA ETF	$7.6M	250274	2.86%	SOLE
10	SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.4M	300345	2.79%	SOLE
11	VANGUARD INDEX FDS	MCAP VL IDXVIP	$7.4M	40060	2.77%	SOLE
12	VANGUARD INDEX FDS	GROWTH ETF	$7.0M	16005	2.62%	SOLE
13	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$6.9M	141417	2.57%	SOLE
14	DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.7M	91560	2.14%	SOLE
15	ISHARES TR	RUS MD CP GR ETF	$4.9M	38288	1.84%	SOLE
16	BANK AMERICA CORP	COM	$4.8M	98830	1.81%	SOLE
17	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.5M	116739	1.71%	SOLE
18	ISHARES TR	U.S. TECH ETF	$4.4M	24415	1.66%	SOLE
19	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.9M	69523	1.48%	SOLE
20	ISHARES TR	S&P MC 400GR ETF	$3.7M	36431	1.37%	SOLE
21	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.6M	56054	1.35%	SOLE
22	GE AEROSPACE	COM NEW	$3.3M	11558	1.23%	SOLE
23	APPLE INC	COM	$3.2M	12548	1.19%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.2M	4863	1.19%	SOLE
25	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	11473	0.92%	SOLE
26	SHOPIFY INC	CL A SUB VTG SHS	$2.3M	19665	0.87%	SOLE
27	GE VERNOVA INC	COM	$2.3M	2614	0.86%	SOLE
28	ALTRIA GROUP INC	COM	$2.3M	34513	0.85%	SOLE
29	META PLATFORMS INC	CL A	$2.2M	3902	0.84%	SOLE
30	ISHARES TR	CORE S&P MCP ETF	$1.9M	28096	0.71%	SOLE
31	ISHARES TR	RUS 2000 VAL ETF	$1.9M	9983	0.71%	SOLE
32	ISHARES TR	SELECT DIVID ETF	$1.8M	12146	0.69%	SOLE
33	NVIDIA CORPORATION	COM	$1.8M	10163	0.66%	SOLE
34	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.8M	6860	0.66%	SOLE
35	KINDER MORGAN INC DEL	COM	$1.6M	46886	0.59%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.5M	5090	0.56%	SOLE
37	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.4M	60303	0.53%	SOLE
38	PG&E CORP	COM	$1.4M	77625	0.51%	SOLE
39	BLOCK INC	CL A	$1.4M	22649	0.51%	SOLE
40	ATI INC	COM	$1.3M	8800	0.48%	SOLE
41	DEERE & CO	COM	$1.2M	2079	0.44%	SOLE
42	ALPHABET INC	CAP STK CL A	$1.1M	3984	0.43%	SOLE
43	COCA COLA CO	COM	$1.0M	13700	0.39%	SOLE
44	MERCK & CO INC	COM	$1.0M	8520	0.38%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$883K	10372	0.33%	SOLE
46	COSTCO WHOLESALE CORPORATION	COM	$803K	805	0.30%	SOLE
47	DBX ETF TR	XTRACKRS S&P 500	$751K	12610	0.28%	SOLE
48	ISHARES TR	ESG AWR MSCI USA	$749K	5293	0.28%	SOLE
49	VANGUARD WORLD FD	ESG US STK ETF	$742K	6608	0.28%	SOLE
50	JOHNSON & JOHNSON	COM	$711K	2911	0.27%	SOLE

1–50 of 92

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.