CIK 2051705
Weinberger Asset Management, Inc
Institutional 13F holdings & portfolio
Holdings
92
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–92 of 92
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 17K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| IJJ | ISHARES TR | 5K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 17K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| SLYV | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 20K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1K | $100K–$500K | SH |
| SNPE | DBX ETF TR | 7K | $100K–$500K | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| RFI | COHEN & STEERS TOTAL RETURN | 31K | $100K–$500K | SH |
| TSLA | TESLA INC | 715 | $100K–$500K | SH |
| BP | BP PLC | 9K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 2K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 4K | $100K–$500K | SH |
| PFE | PFIZER INC | 12K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| TBT | PROSHARES TR | 7K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 5K | $100K–$500K | SH |
| ESML | ISHARES TR | 5K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 939 | $100K–$500K | SH |
| IVOG | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 209 | $100K–$500K | SH |
| NEM | NEWMONT CORP | 2K | $100K–$500K | SH |
| IWF | ISHARES TR | 435 | $100K–$500K | SH |
| CRWS | CROWN CRAFTS INC | 22K | $50K–$100K | SH |