13F Filings History of Weinberger Asset Management, Inc

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$277,464,317
Signature - Title
Alexander B. Weinberger - President
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Weinberger Asset Management, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Weinberger Asset Management, Inc reported 92 stock holdings with total value $277,464,317 as of Q4 2025. Top holdings included VTI, PM, SCHG, VBR, and SCHB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $277,464,317 +$4,277,848 -$7,484,452 -$3,206,604 VTI, PM, SCHG, VBR, SCHB 13F-HR 09 Feb 2026, 10:09
Q3 2025 88 $276,258,440 +$6,301,773 -$4,678,071 +$1,623,702 VTI, PM, SCHG, SCHB, VBR 13F-HR 15 Oct 2025, 15:37
Q2 2025 81 $259,024,168 +$5,205,762 -$3,231,955 +$1,973,807 VTI, PM, SCHG, SCHB, VBR 13F-HR 10 Jul 2025, 10:54
Q1 2025 80 $233,149,718 +$1,207,310 -$3,783,600 -$2,576,290 VTI, PM, SCHG, SCHB, VBR 13F-HR 08 Apr 2025, 14:38
Q4 2024 81 $239,411,900 +$34,318,902 -$2,191,077 +$32,127,825 VTI, SCHG, PM, SCHB, VBR 13F-HR 04 Feb 2025, 16:00
Q3 2024 82 $234,636,372 +$7,731,225 -$833,205 +$6,898,020 VTI, SCHG, PM, SCHB, VBR 13F-HR 04 Feb 2025, 15:58
Q2 2024 80 $212,164,697 +$5,834,235 -$2,467,554 +$3,366,681 VTI, SCHG, PM, SCHB, VBR 13F-HR 04 Feb 2025, 15:57
Q1 2024 77 $207,056,110 +$5,569,334 -$6,927,337 -$1,358,003 VTI, SCHG, PM, SCHB, VBR 13F-HR 04 Feb 2025, 15:54
Q4 2023 80 $194,473,997 +$4,735,882 -$4,688,203 +$47,679 VTI, PM, SCHG, SCHB, VBR 13F-HR 04 Feb 2025, 15:08
Q3 2023 75 $175,451,133 +$4,554,987 -$2,697,089 +$1,857,898 VTI, PM, SCHG, SCHB, VBR 13F-HR 04 Feb 2025, 15:06
Q2 2023 76 $181,617,546 +$3,442,912 -$3,491,578 -$48,666 VTI, PM, SCHG, SCHB, VBR 13F-HR 04 Feb 2025, 15:04
Q1 2023 77 $171,917,264 +$4,712,727 -$2,328,272 +$2,384,455 VTI, PM, SCHG, SCHB, VBR 13F-HR 04 Feb 2025, 15:02
Q4 2022 74 $162,662,404 +$8,740,425 -$4,578,198 +$4,162,227 VTI, PM, SCHG, SCHB, VBR 13F-HR 04 Feb 2025, 13:12
Q3 2022 66 $144,542,257 +$5,391,045 -$2,954,245 +$2,436,800 VTI, PM, SCHG, SCHB, VBR 13F-HR 04 Feb 2025, 13:09
Q2 2022 68 $151,483,024 +$54,475,826 -$795,973 +$53,679,853 VTI, PM, SCHG, SCHB, SCHV 13F-HR 04 Feb 2025, 13:01
Q1 2022 35 $116,916,488 +$14,283,793 -$2,022,103 +$12,261,690 VTI, SCHG, SCHB, SCHV, VBR 13F-HR 04 Feb 2025, 12:56
Q4 2021 35 $122,275,571 $0 $0 $0 VTI, SCHG, SCHB, SCHV, VBR 13F-HR 04 Feb 2025, 12:07