Weinberger Asset Management, Inc Incresed Positions in Q3 2025

Weinberger Asset Management, Inc

  • $276 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
17K
+ 26.08%
$53.36 - $59.69 $907K - $1.01M
82.1K $4.78B
VBR
Vanguard Small Cap Value ETF

ETFs
1.38K
+ 2.32%
$195.41 - $212.37 $270K - $293K
61K $12.7B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
19.1K
+ 19.23%
$41.91 - $44.87 $801K - $858K
119K $5.3B
DFAU
Dimensional ETF Tr

ETFs
5.88K
+ 2.58%
$42.42 - $45.96 $250K - $270K
234K $10.7B
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.3K
+ 3.92%
$35.76 - $37.93 $368K - $390K
273K $10.3B
VTV
Vanguard Value ETF

ETFs
1.39K
+ 2.64%
$175.51 - $186.57 $243K - $259K
53.8K $10B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.02K
+ 5.33%
$164.63 - $174.58 $333K - $353K
40K $6.99B
AAPL
Apple Inc.

Technology
89
+ 0.71%
$202.38 - $256.87 $18K - $22.9K
12.5K $3.19B
IYW
Ishares Dj Us Tech ETF

ETFs
7
+ 0.03%
$171.38 - $197.01 $1.2K - $1.38K
24.4K $4.78B
NVDA
Nvidia Corp

Technology
502
+ 3.15%
$153.3 - $186.58 $77K - $93.7K
16.4K $3.07B
IWP
Ishares Russell Mid Cap Growth

ETFs
2.33K
+ 6.9%
$137.51 - $145.26 $320K - $338K
36.1K $5.14B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.02K
+ 0.63%
$21.69 - $23.34 $43.9K - $47.2K
325K $7.56B
MSFT
Microsoft Corp

Technology
314
+ 17.87%
$491.09 - $535.64 $154K - $168K
2.07K $1.07B
DVY
Ishares Tr

ETFs
99
+ 0.56%
$133.88 - $142.57 $13.3K - $14.1K
17.7K $2.51B
GOOG
Alphabet Inc.

Communication Services
100
+ 4.82%
$175.16 - $255.24 $17.5K - $25.5K
2.17K $530M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.43K
+ 3.44%
$55.61 - $57.37 $135K - $139K
73K $4.17B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.3%
$567.77 - $614.76 $5.68K - $6.15K
3.3K $2.02B
JPM
Jpmorgan Chase & CO

Financial Services
22
+ 0.43%
$282.78 - $316.06 $6.22K - $6.95K
5.09K $1.6B
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.79K
+ 9.39%
$22.9 - $24.1 $110K - $115K
55.8K $1.33B
JNJ
Johnson & Johnson

Healthcare
135
+ 4.91%
$155.17 - $185.42 $20.9K - $25K
2.88K $534M
SQ
Block, Inc.

Technology
2
+ 0.01%
N/A
22.6K $1.64B
UNH
Unitedhealth Group Inc

Healthcare
67
+ 3.25%
$237.77 - $353.61 $15.9K - $23.7K
2.13K $736M
AVGO
Broadcom Inc.

Technology
18
+ 1.14%
$264.74 - $369.57 $4.77K - $6.65K
1.6K $529M
AMZN
Amazon Com Inc

Consumer Cyclical
363
+ 11.91%
$211.65 - $238.24 $76.8K - $86.5K
3.41K $749M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.4K
+ 8.6%
$40.94 - $42.85 $57.2K - $59.9K
17.7K $744M
MRK
Merck & Co., Inc.

Healthcare
21
+ 0.25%
$77.6 - $87.37 $1.63K - $1.83K
8.57K $719M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 1.34%
$459.11 - $506.91 $8.72K - $9.63K
1.44K $723M
WFC
Wells Fargo & Company

Financial Services
178
+ 4.22%
$77.05 - $85.16 $13.7K - $15.2K
4.4K $369M
XOM
Exxon Mobil Corp

Energy
58
+ 1.8%
$105.83 - $117.22 $6.14K - $6.8K
3.27K $369M
META
Meta Platforms, Inc.

Communication Services
42
+ 0.94%
$695.21 - $791.73 $29.2K - $33.3K
4.5K $3.3B
VZ
Verizon Communications Inc

Communication Services
64
+ 0.99%
$40.84 - $45.06 $2.61K - $2.88K
6.55K $288M
IBM
International Business Machines Corp

Technology
58
+ 4.71%
$234.77 - $292.47 $13.6K - $17K
1.29K $364M
WM
Waste Management Inc

Industrials
89
+ 3.52%
$213.88 - $237.1 $19K - $21.1K
2.62K $578M
CSCO
Cisco Systems, Inc.

Technology
26
+ 0.4%
$66.2 - $71.79 $1.72K - $1.87K
6.6K $451M
CRM
Salesforce, Inc.

Technology
15
+ 1.56%
$231.66 - $273.65 $3.47K - $4.1K
978 $232M
KO
Coca Cola CO

Consumer Defensive
266
+ 1.96%
$65.67 - $71.67 $17.5K - $19.1K
13.8K $916M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.02%
$915.95 - $994.57 $9.16K - $9.95K
992 $919M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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