13F Insight
DOSSIER · 13F-HR · Q2 2026

Weinberger Asset Management, Inc

$312M in tracked AUM across 101 positions as of Q2 2026.

WA
CIK 0002051705 · last filed Jun 30, 2026
Total AUM
$312M
as of Q2 2026
Holdings
101
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Weinberger Asset Management, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$39M105K12.4%02
PM
PHILIP MORRIS INTL INC
$24M127K7.8%03
SCHG
SCHWAB STRATEGIC TR
$19M560K6.1%04
DFAU
DIMENSIONAL ETF TRUST
$17M321K5.3%05
VBR
VANGUARD INDEX FDS
$15M61K4.8%06
SCHB
SCHWAB STRATEGIC TR
$14M496K4.6%07
VTV
VANGUARD INDEX FDS
$13M57K4.0%08
DUHP
DIMENSIONAL ETF TRUST
$12M289K3.8%09
VOE
VANGUARD INDEX FDS
$9M42K2.8%10
DFUV
DIMENSIONAL ETF TRUST
$9M154K2.7%

Filing history

2026Q2Jun 30
$312M▲ 16.9%
101 positionsView →2026Q1Mar 31
$267M▼ 3.9%
92 positionsView →2025Q4Dec 31
$277M▲ 0.4%
92 positionsView →2025Q3Sep 30
$276M▲ 6.7%
88 positionsView →2025Q2Jun 30
$259M▲ 11.1%
81 positionsLocked2025Q1Mar 31
$233M▼ 2.6%
80 positionsLocked2024Q4Dec 31
$239M▲ 2.0%
81 positionsLocked2024Q3Sep 30
$235M▲ 10.6%
82 positionsLocked2024Q2Jun 30
$212M▲ 2.5%
80 positionsLocked2024Q1Mar 31
$207M▲ 6.5%
77 positionsLocked2023Q4Dec 31
$194M▲ 10.8%
80 positionsLocked2023Q3Sep 30
$175M▼ 3.4%
75 positionsLocked
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