Wernau Asset Management Inc. - Portfolio overview

Wernau Asset Management Inc. has 48 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 24.66%
2. SPY - STATE STR SPDR S&P 500 ETF T, 11.55%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 7.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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