Weinberger Asset Management, Inc Portfolio Holdings

Weinberger Asset Management, Inc

  • $259 Billion
  • Q2 2025

Weinberger Asset Management, Inc has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $34.9B, Philip Morris International Inc. with a value of $23.4B, Schwab Strategic Tr Us Large C with a value of $18.3B, Schwab Strategic Tr Us Broad M with a value of $12.7B, and Vanguard Small Cap Value ETF with a value of $11.6B.

Examining the 13F form we can see an increase of $25.9B in the current position value, from $233B to 259B.

Weinberger Asset Management, Inc is based out at Los Angeles, CA

Below you can find more details about Weinberger Asset Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $259 Billion
ETFs: $190 Billion
Consumer Defensive: $27.3 Billion
Technology: $11.7 Billion
Financial Services: $8.16 Billion
Communication Services: $6.32 Billion
Industrials: $6.05 Billion
Energy: $2.85 Billion
Healthcare: $2.57 Billion
Other: $2.03 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.9 Billion 13.46% of portfolio
114,720
Q2 2025 Added 0.19%
$276B
$23.4 Billion 9.02% of portfolio
128,325
Q2 2025 Reduced 0.53%
$0
$18.3 Billion 7.07% of portfolio
626,941
Q2 2025 Added 1.24%
$0
$12.7 Billion 4.9% of portfolio
532,427
Q2 2025 Reduced 1.56%
$0
$11.6 Billion 4.49% of portfolio
59,630
Q2 2025 Added 7.74%
$0
$9.66 Billion 3.73% of portfolio
228,055
Q2 2025 Added 1.02%
$0
$9.34 Billion 3.61% of portfolio
262,687
Q2 2025 Added 2.81%
$0
$9.26 Billion 3.58% of portfolio
52,412
Q2 2025 Added 5.7%
$0
$8.31 Billion 3.21% of portfolio
300,487
Q2 2025 Reduced 3.79%
$0
$7.58 Billion 2.93% of portfolio
17,298
Q2 2025 Added 0.62%
$0
$7.13 Billion 2.75% of portfolio
322,750
Q2 2025 Reduced 0.03%
$0
$6.25 Billion 2.41% of portfolio
38,009
Q2 2025 Added 1.44%
$376B
$4.75 Billion 1.83% of portfolio
100,291
Q2 2025 Added 0.0%
$0
$4.68 Billion 1.81% of portfolio
33,752
Q2 2025 Added 2.24%
$0
$4.23 Billion 1.63% of portfolio
24,392
Q2 2025 Added 0.05%
$0
$4.2 Billion 1.62% of portfolio
99,415
Q2 2025 Added 14.33%
$0
$4.01 Billion 1.55% of portfolio
70,527
Q2 2025 Added 2.92%
$0
$4.01 Billion 1.55% of portfolio
6,498
Q2 2025 Reduced 11.81%
$0
$3.79 Billion 1.46% of portfolio
66,561
Q2 2025 Reduced 8.11%
$0
$3.66 Billion 1.41% of portfolio
105,979
Q2 2025 Added 7.57%
$0
$3.52 Billion 1.36% of portfolio
65,144
Q2 2025 Added 13.02%
$1.62T
$3.29 Billion 1.27% of portfolio
4,453
Q2 2025 Reduced 0.62%
$274B
$3.08 Billion 1.19% of portfolio
11,975
Q2 2025 Reduced 0.21%
$0
$2.59 Billion 1.0% of portfolio
9,098
Q2 2025 Reduced 0.85%
$3.39T
$2.56 Billion 0.99% of portfolio
12,455
Q2 2025 Reduced 1.88%
$406B
$2.52 Billion 0.97% of portfolio
15,931
Q2 2025 Added 0.13%
$0
$2.42 Billion 0.93% of portfolio
39,038
Q2 2025 Reduced 1.84%
$0
$2.34 Billion 0.9% of portfolio
17,588
Q2 2025 Reduced 0.73%
$0
$2.32 Billion 0.9% of portfolio
14,709
Q2 2025 Reduced 8.24%
$136B
$2.31 Billion 0.89% of portfolio
20,020
Q3 2024 Added 0.1%
$0
$2.27 Billion 0.88% of portfolio
11,104
Q2 2025 Reduced 3.78%
$103B
$2.02 Billion 0.78% of portfolio
34,505
Q2 2025 Reduced 0.44%
$0
$1.87 Billion 0.72% of portfolio
3,291
Q2 2025 Added 6.47%
Ge Vernova Inc
-
$1.59 Billion 0.61% of portfolio
-
Q2 2025 Reduced 3.22%
$30.3B
$1.54 Billion 0.59% of portfolio
22,644
Q2 2025 Reduced 0.05%
$831B
$1.47 Billion 0.57% of portfolio
5,064
Q2 2025 Added 5.15%
$62.5B
$1.38 Billion 0.53% of portfolio
46,886
Q2 2025 Reduced 0.23%
$58.2B
$1.21 Billion 0.47% of portfolio
11,492
Q2 2025 Reduced 12.36%
$0
$1.2 Billion 0.46% of portfolio
51,036
Q2 2025 Added 4.89%
$26.9B
$1.14 Billion 0.44% of portfolio
81,611
Q2 2025 Reduced 0.13%
$154B
$1.05 Billion 0.41% of portfolio
2,065
Q2 2025 Reduced 0.34%
$435B
$973 Million 0.38% of portfolio
982
Q2 2025 Added 0.2%
$300B
$958 Million 0.37% of portfolio
13,542
Q2 2025 Reduced 1.04%
$0
$934 Million 0.36% of portfolio
11,764
Q2 2025 Reduced 0.41%
$3.75T
$874 Million 0.34% of portfolio
1,757
Q2 2025 Added 13.21%
$11.4B
$760 Million 0.29% of portfolio
8,800
Q4 2024 Reduced 0.27%
$1.07T
$721 Million 0.28% of portfolio
4,093
Q2 2025 Added 0.89%
$631B
$690 Million 0.27% of portfolio
1,420
Q2 2025 Added 0.07%
$0
$703 Million 0.27% of portfolio
5,691
Q2 2025 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $259 Billion
  • Prior Value $233 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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