Weinberger Asset Management, Inc

CIK 0002051705 • 6 13F filings • Apr 8, 2025 – Aug 5, 2026

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Filer information

Filed by: Weinberger Asset Management, Inc, President
Address: 10866 WILSHIRE BLVD., SUITE 830, LOS ANGELES, CA, 90024
Phone: 310-442-8472
AUM: $277.5M

AUM over time

$311.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $277.5M91 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$234K	0.1%Prev: 0.1%	1,024 SH	Increased+18 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.4%Prev: 0.4%	3,956 SH	Increased-42 SH
ALPHABET INC	CAP STK CL C	$691K	0.2%Prev: 0.2%	2,202 SH	Increased+28 SH
ALTRIA GROUP INC	COM	$2.0M	0.7%Prev: 0.8%	34,516 SH	Decreased+11 SH
AMAZON COM INC	COM	$797K	0.3%Prev: 0.3%	3,453 SH	Increased+43 SH
APPLE INC	COM	$3.6M	1.3%Prev: 1.2%	13,126 SH	Increased+582 SH
ARISTA NETWORKS INC	COM SHS	$542K	0.2%Prev: 0.2%	4,135 SH	Decreased+13 SH
ATI INC	COM	$1.0M	0.4%Prev: 0.3%	8,800 SH	Increased
BANK AMERICA CORP	COM	$5.5M	2.0%Prev: 1.9%	99,702 SH	Increased-394 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$729K	0.3%Prev: 0.3%	1,451 SH	Increased+12 SH
BLOCK INC	CL A	$1.5M	0.5%Prev: 0.6%	22,683 SH	Decreased+37 SH
BP PLC	SPONSORED ADR	$316K	0.1%Prev: 0.1%	9,102 SH	Increased
BROADCOM INC	COM	$575K	0.2%Prev: 0.2%	1,660 SH	Increased+58 SH
CISCO SYS INC	COM	$510K	0.2%Prev: 0.2%	6,625 SH	Increased+29 SH
CITIGROUP INC	COM NEW	$255K	0.1%Prev: 0.1%	2,188 SH	Increased+11 SH
COCA COLA CO	COM	$958K	0.3%Prev: 0.3%	13,700 SH	Increased-108 SH
COHEN & STEERS INFRASTRUCTUR	COM	$486K	0.2%Prev: 0.2%	20,150 SH	Decreased
COHEN & STEERS TOTAL RETURN	COM	$346K	0.1%Prev: 0.1%	31,328 SH	Decreased
COSTCO WHSL CORP NEW	COM	$839K	0.3%Prev: 0.3%	973 SH	Decreased-19 SH
CROWN CRAFTS INC	COM	$61K	0.0%	22,000 SH	New
DBX ETF TR	XTRACKRS S&P 500	$410K	0.1%	6,565 SH	New
DEERE & CO	COM	$968K	0.3%Prev: 0.3%	2,078 SH	Increased+14 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.2M	1.5%Prev: 1.5%	109,585 SH	Increased-4,588 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$12.1M	4.4%Prev: 3.9%	259,126 SH	Increased+25,187 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$10.1M	3.7%Prev: 3.7%	266,865 SH	Decreased-6,109 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$6.0M	2.2%Prev: 1.9%	129,457 SH	Increased+10,921 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.3M	0.5%Prev: 0.5%	56,609 SH	Decreased+781 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.2M	1.9%Prev: 1.7%	86,675 SH	Increased+4,540 SH
ELECTRONIC ARTS INC	COM	$314K	0.1%Prev: 0.2%	1,535 SH	Decreased-1,338 SH
ELEVANCE HEALTH INC FORMERLY	COM	$414K	0.1%Prev: 0.1%	1,180 SH	Increased+19 SH
ELI LILLY & CO	COM	$224K	0.1%	209 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$542K	0.2%Prev: 0.2%	16,900 SH	Increased
EXXON MOBIL CORP	COM	$404K	0.1%Prev: 0.1%	3,354 SH	Increased+81 SH
GE AEROSPACE	COM NEW	$3.6M	1.3%Prev: 1.3%	11,630 SH	Increased-120 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$298K	0.1%Prev: 0.1%	3,637 SH	Increased+10 SH
GE VERNOVA INC	COM	$2.0M	0.7%Prev: 0.7%	2,991 SH	Increased-10 SH
INTERNATIONAL BUSINESS MACHS	COM	$383K	0.1%Prev: 0.1%	1,294 SH	Increased+4 SH
ISHARES TR	CORE S&P MCP ETF	$2.2M	0.8%Prev: 0.8%	33,398 SH	Decreased-1,153 SH
ISHARES TR	ESG AWARE MSCI	$250K	0.1%	5,430 SH	New
ISHARES TR	ESG AWR MSCI USA	$408K	0.1%	2,738 SH	New
ISHARES TR	RUS 1000 GRW ETF	$206K	0.1%Prev: 0.1%	435 SH	Increased
ISHARES TR	RUS 2000 VAL ETF	$2.3M	0.8%Prev: 0.9%	12,631 SH	Decreased-1,609 SH
ISHARES TR	RUS MD CP GR ETF	$5.0M	1.8%Prev: 1.9%	36,490 SH	Decreased+408 SH
ISHARES TR	S&P MC 400GR ETF	$4.1M	1.5%Prev: 1.5%	42,748 SH	Decreased-490 SH
ISHARES TR	S&P MC 400VL ETF	$688K	0.2%Prev: 0.3%	5,231 SH	Decreased-191 SH
ISHARES TR	SELECT DIVID ETF	$2.2M	0.8%Prev: 0.9%	15,323 SH	Decreased-2,364 SH
ISHARES TR	U.S. TECH ETF	$4.9M	1.8%Prev: 1.7%	24,406 SH	Increased+7 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.0M	1.4%Prev: 1.5%	69,644 SH	Decreased-3,310 SH
JOHNSON & JOHNSON	COM	$599K	0.2%Prev: 0.2%	2,897 SH	Increased+14 SH
JPMORGAN CHASE & CO.	COM	$1.6M	0.6%Prev: 0.6%	5,098 SH	Increased+12 SH
KINDER MORGAN INC DEL	COM	$1.3M	0.5%Prev: 0.5%	46,886 SH	Decreased
MERCK & CO INC	COM	$905K	0.3%Prev: 0.3%	8,595 SH	Increased+25 SH
META PLATFORMS INC	CL A	$2.9M	1.0%Prev: 1.2%	4,405 SH	Decreased-90 SH
MICRON TECHNOLOGY INC	COM	$422K	0.2%Prev: 0.1%	1,477 SH	Increased+61 SH
MICROSOFT CORP	COM	$967K	0.3%Prev: 0.4%	1,999 SH	Decreased-72 SH
NEWMONT CORP	COM	$220K	0.1%	2,205 SH	New
NVIDIA CORPORATION	COM	$3.1M	1.1%Prev: 1.1%	16,535 SH	Increased+102 SH
PALANTIR TECHNOLOGIES INC	CL A	$394K	0.1%Prev: 0.1%	2,216 SH	Decreased+46 SH
PFIZER INC	COM	$291K	0.1%Prev: 0.1%	11,692 SH	Decreased+60 SH
PG&E CORP	COM	$1.2M	0.4%Prev: 0.4%	77,607 SH	Increased-3,999 SH
PHILIP MORRIS INTL INC	COM	$20.4M	7.3%Prev: 7.5%	127,020 SH	Decreased-1,089 SH
PROSHARES TR	PSHS ULTSH 20YRS	$258K	0.1%Prev: 0.1%	7,390 SH	Increased
ROBLOX CORP	CL A	$850K	0.3%Prev: 0.6%	10,486 SH	Decreased-496 SH
SALESFORCE INC	COM	$249K	0.1%Prev: 0.1%	939 SH	Increased-39 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.5M	2.7%Prev: 2.7%	313,005 SH	Decreased-11,767 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$12.6M	4.6%Prev: 4.8%	481,787 SH	Decreased-36,432 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$18.7M	6.8%Prev: 7.0%	574,679 SH	Decreased-29,149 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.2M	2.9%Prev: 3.1%	276,119 SH	Decreased-18,819 SH
SELECT SECTOR SPDR TR	STATE STREET REA	$693K	0.2%	17,186 SH	New
SHELL PLC	SPON ADS	$259K	0.1%Prev: 0.1%	3,521 SH	Increased
SHOPIFY INC	CL A SUB VTG SHS	$3.2M	1.1%Prev: 1.1%	19,665 SH	Increased-355 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.0M	1.4%Prev: 1.4%	5,848 SH	Increased+5 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.4M	0.5%	16,016 SH	New
TESLA INC	COM	$322K	0.1%Prev: 0.1%	715 SH	Increased+58 SH
UNITED AIRLS HLDGS INC	COM	$813K	0.3%Prev: 0.3%	7,272 SH	Increased
UNITEDHEALTH GROUP INC	COM	$617K	0.2%Prev: 0.3%	1,868 SH	Decreased-263 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$240K	0.1%Prev: 0.1%	2,000 SH	Increased+12 SH
VANGUARD INDEX FDS	GROWTH ETF	$7.9M	2.8%Prev: 2.9%	16,149 SH	Decreased-435 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.1M	0.8%Prev: 0.9%	7,686 SH	Decreased-463 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$6.9M	2.5%Prev: 2.5%	39,101 SH	Decreased-932 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	0.8%Prev: 0.7%	3,319 SH	Increased+18 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$12.7M	4.6%Prev: 4.6%	60,160 SH	Increased-852 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$36.6M	13.2%Prev: 13.3%	109,209 SH	Decreased-3,108 SH
VANGUARD INDEX FDS	VALUE ETF	$10.1M	3.6%Prev: 3.6%	52,639 SH	Increased-1,159 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	0.9%Prev: 0.8%	11,436 SH	Increased+624 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.6M	1.3%Prev: 1.3%	57,785 SH	Decreased-3,820 SH
VANGUARD WORLD FD	ESG US STK ETF	$403K	0.1%Prev: 0.1%	3,335 SH	Increased+1,597 SH
VERIZON COMMUNICATIONS INC	COM	$270K	0.1%Prev: 0.1%	6,638 SH	Decreased+87 SH
WASTE MGMT INC DEL	COM	$573K	0.2%Prev: 0.2%	2,609 SH	Decreased-9 SH
WELLS FARGO CO NEW	COM	$376K	0.1%Prev: 0.1%	4,034 SH	Increased-365 SH
WISDOMTREE TR	US MIDCAP DIVID	$253K	0.1%Prev: 0.1%	4,905 SH	Decreased-17 SH

Sold (vs prior filing)

COHEN & STEERS INFRASTRUCTUR — $2K
OCCIDENTAL PETE CORP — $209K
SELECT SECTOR SPDR TR — $744K
SPDR SERIES TRUST — $896K
SPDR SERIES TRUST — $475K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0002051705-26-000002	$277.5M	View
Oct 15, 2025	Q3 2025	13F-HR	0002051705-25-000003	$276.3M	View
Aug 5, 2026	Q2 2026