Weinberger Asset Management, Inc: 13F holdings
CIK 20517052026Q2
| Positions | 101 |
|---|
| Reported value | $311.8m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 101 (+9 vs prior quarter) |
|---|
| Reported value | $311.8m (+16.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 104,758 | $38.6m | 12.4% |
| PM PHILIP MORRIS INTL INC | 127,059 | $24.2m | 7.8% |
| SCHG SCHWAB STRATEGIC TR | 560,085 | $19.1m | 6.1% |
| PAVE DIMENSIONAL ETF TRUST | 321,265 | $16.6m | 5.3% |
| VBR VANGUARD INDEX FDS | 61,043 | $14.9m | 4.8% |
| SCHB SCHWAB STRATEGIC TR | 495,593 | $14.3m | 4.6% |
| VTV VANGUARD INDEX FDS | 56,837 | $12.5m | 4.0% |
| DIMENSIONAL ETF TRUST | 288,943 | $11.9m | 3.8% |
| VOE VANGUARD INDEX FDS | 42,127 | $8.6m | 2.8% |
| YM=F DIMENSIONAL ETF TRUST | 153,561 | $8.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051705")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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