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Alexander B. Weinberger

Weinberger Asset Management, Inc

Assets Managed
$266.743M
Holdings
92
Last Quarter
2026 - Q1
Filed Date
2mo 2d ago
Growth Rate
-3.86%(2Q avg: -1.71%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Weinberger Asset Management, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Weinberger Asset Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 266.743M in assets, with a quarterly growth rate of -3.86% and a 2-quarter average growth rate of -1.71%. The portfolio is managed by Alexander B. Weinberger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -4.23%
12.58%
$33.551M
104,582 shares@ $320.82 avg price
PM
Philip Morris International
Recent Activity
Increased 0.01%
7.88%
$21.003M
127,027 shares@ $165.35 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -3.69%
6.05%
$16.122M
553,451 shares@ $29.14 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 0.19%
4.91%
$13.094M
60,270 shares@ $217.25 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 9.9%
4.82%
$12.849M
284,768 shares@ $45.13 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 1.31%
4.6%
$12.251M
488,077 shares@ $25.11 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 4.68%
4.06%
$10.81M
55,099 shares@ $196.21 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 1.87%
3.75%
$9.993M
271,845 shares@ $36.77 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -9.36%
2.87%
$7.633M
250,274 shares@ $30.5 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -4.04%
2.79%
$7.434M
300,345 shares@ $24.75 avg price

1-10 of 92