Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Weinberger Asset Management, Inc (CIK 2051705) reported $266.7M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($33.6M, 12.58%), PM ($21.0M, 7.87%), SCHG ($16.1M, 6.04%), VBR ($13.1M, 4.91%), DFAU ($12.8M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $33.6M | 12.58% | 104,582 | Trimmed |
| 2 | PM | PHILIP MORRIS INTL INC | $21.0M | 7.87% | 127,027 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $16.1M | 6.04% | 553,451 | Trimmed |
| 4 | VBR | VANGUARD INDEX FDS | $13.1M | 4.91% | 60,270 | Added |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $12.8M | 4.82% | 284,768 | Added |
| 6 | SCHB | SCHWAB STRATEGIC TR | $12.3M | 4.59% | 488,077 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $10.8M | 4.05% | 55,099 | Added |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $10.0M | 3.75% | 271,845 | Added |
| 9 | SCHV | SCHWAB STRATEGIC TR | $7.6M | 2.86% | 250,274 | Trimmed |
| 10 | SCHF | SCHWAB STRATEGIC TR | $7.4M | 2.79% | 300,345 | Trimmed |
| 11 | VOE | VANGUARD INDEX FDS | $7.4M | 2.77% | 40,060 | Added |
| 12 | VUG | VANGUARD INDEX FDS | $7.0M | 2.62% | 16,005 | Trimmed |
| 13 | DFUV | DIMENSIONAL ETF TRUST | $6.9M | 2.57% | 141,417 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $5.7M | 2.14% | 91,560 | Added |
| 15 | IWP | ISHARES TR | $4.9M | 1.84% | 38,288 | Added |
| 16 | BAC | BANK AMERICA CORP | $4.8M | 1.81% | 98,830 | Trimmed |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $4.5M | 1.71% | 116,739 | Added |
| 18 | IYW | ISHARES TR | $4.4M | 1.66% | 24,415 | Added |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.48% | 69,523 | Trimmed |
| 20 | IJK | ISHARES TR | $3.7M | 1.37% | 36,431 | Trimmed |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $3.6M | 1.35% | 56,054 | Trimmed |
| 22 | GE | GE AEROSPACE | $3.3M | 1.23% | 11,558 | Trimmed |
| 23 | AAPL | APPLE INC | $3.2M | 1.19% | 12,548 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 1.19% | 4,863 | Trimmed |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $2.5M | 0.93% | 11,473 | Added |
Source: SEC Form 13F filings · as of 2026-03-31