account_balance

Investment manager · 13F filer · SEC CIK 2051705

Weinberger Asset Management, Inc

Reported value$315Mas of Sep 30, 2026
Positions103 3 new, 1 sold out
Top 10 weight54.6%VTI alone is 12%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 12.5% Held
PM Philip Morris International Inc. 7.7% Held
SCHG Schwab Strategic Tr 6.4% Held
DFAU Dimensional ETF Trust 5.5% Added +2%
SCHB Schwab Strategic Tr 4.6% Held
VBR Vanguard Index FDS 4.5% Held
DUHP Dfa Invt Dimensions Group In 3.9% Added +3%
VTV Vanguard Index FDS 3.9% Held
VUG Vanguard Index FDS 2.9% Held
DFUV Dimensional ETF Trust 2.7% Held
VOE Vanguard Index FDS 2.7% Held
SCHF Schwab Strategic Tr 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Aug 5, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • DVY −17%
  • MDYV −7%
  • GOOG −4%
  • IWN −3%
remove_circleSold out
  • EA $324K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist