Weinberger Asset Management, Inc
โขCIK: 2051705โขFiling: Q4 2025
**Weinberger Asset Management, Inc.** manages $277M across a diversified portfolio of 92 holdings. The strategy shows a pronounced tilt toward core U.S. equity exposure, evidenced by the top position in VTI at $36.6M. Significant allocations are also directed toward growth and value factors, notably SCHG ($18.7M) and VBR ($12.7M). The concentration in broad market ETFs suggests a systematic, factor-aware approach to capturing market beta.
Total AUM
$277.5M
QoQ Performance
+0.4%
Positions
67
Top 10 Concentration
53.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
4I1
SCHG
VTI13.2%
4I17.3%
SCHG6.8%
VBR4.6%
SCHB4.6%
DFAU4.4%
DUHP3.7%
VTV3.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other85.1%
Technology5.1%
Financial3.1%
ETF2.2%
Industrial1.6%
Consumer Staples1.1%
Healthcare1.0%
Consumer0.7%
๐ช Exited Positionssold since Q3 2025
โ
COHEN & STEERS INFRASTRUCTUR
SOLD
$1.6K
Changes from Q3 2025
NEW6 new positions
โ36 increased
โ39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024