Weinberger Asset Management, Inc
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 277,464
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 92 | 277,464 | 13F-HR | Weinberger Asset Management, Inc |
| Q3 2025 | 10/15/2025 | 88 | 276,258 | 13F-HR | Weinberger Asset Management, Inc |
| Q2 2025 | 7/10/2025 | 81 | 259,024 | 13F-HR | Weinberger Asset Management, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 173.1 K | 62.4% | 3.167 K | 0 | 3.167 K |
| ETFs | 104.3 K | 37.6% | 0 | 1.961 K | -1.961 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
277,464
Holdings
92
QoQ value change ($000)
1,206
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.