Weinberger Asset Management, Inc Portfolio Holdings

Weinberger Asset Management, Inc

  • $276 Billion
  • Q3 2025

Weinberger Asset Management, Inc has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $276 Billion distributed in 88 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 $36.9B, Philip Morris International Inc. with a value of $20.8B, Schwab Strategic Tr Us Large C with a value of $19.3B, Schwab Strategic Tr Us Broad M with a value of $13.3B, and Vanguard Small Cap Value ETF with a value of $12.7B.

Examining the 13F form we can see an increase of $17.2B in the current position value, from $259B to 276B.

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 $276 Billion
ETFs: $204 Billion
Consumer Defensive: $24.9 Billion
Technology: $14.2 Billion
Financial Services: $8.96 Billion
Communication Services: $7.19 Billion
Industrials: $6.47 Billion
Energy: $3 Billion
Healthcare: $2.89 Billion
Other: $2.27 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$196B
$2.98 Billion 1.08% of portfolio
20,020
Q3 2024 Added 0.1%
$114B
$2.28 Billion 0.83% of portfolio
34,505
Q2 2025 Reduced 0.44%
$30.3B
$1.64 Billion 0.59% of portfolio
22,646
Q3 2025 Added 0.01%
$70.1B
$1.52 Billion 0.55% of portfolio
10,982
Q3 2025 Reduced 4.44%
$58.8B
$1.33 Billion 0.48% of portfolio
46,886
Q2 2025 Reduced 0.23%
$32.7B
$1.23 Billion 0.45% of portfolio
81,606
Q3 2025 Reduced 0.01%
$144B
$944 Million 0.34% of portfolio
2,064
Q3 2025 Reduced 0.05%
$10.6B
$716 Million 0.26% of portfolio
8,800
Q4 2024 Reduced 0.27%
$32.3B
$702 Million 0.25% of portfolio
7,272
Q3 2025 Reduced 0.23%
$55.7B
$579 Million 0.21% of portfolio
2,873
Q2 2025 New
$87.7B
$578 Million 0.21% of portfolio
2,618
Q3 2025 Added 3.52%
$67.8B
$528 Million 0.19% of portfolio
16,900
Q1 2024 Reduced 7.48%
$147B
$529 Million 0.19% of portfolio
1,602
Q3 2025 Added 1.14%
$83.9B
$375 Million 0.14% of portfolio
1,161
Q3 2025 Reduced 1.86%
$139B
$296 Million 0.11% of portfolio
11,632
Q3 2025 Reduced 23.04%
$107B
$314 Million 0.11% of portfolio
9,102
Q3 2025 Reduced 22.32%
$196B
$221 Million 0.08% of portfolio
2,177
Q3 2025 New
$39.4B
$209 Million 0.08% of portfolio
4,432
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $276 Billion
  • Prior Value $259 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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