Weinberger Asset Management, Inc - Portfolio overview

Weinberger Asset Management, Inc has 96 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 12.45%
2. PM - PHILIP MORRIS INTL INC, 7.79%
3. SCHG - SCHWAB STRATEGIC TR, 5.98%

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

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