Weinberger Asset Management, Inc. has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 103 separate securities held by the firm, with Alexander B. Weinberger listed as the President and contact person.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top individual holdings include Apple Inc. with 12,783 shares, Microsoft Corporation with 1,942 shares, and NVIDIA Corporation with 10,845 shares. The firm also holds significant positions in Alphabet Inc. Class A and C shares, Amazon.com Inc., and Meta Platforms Inc.
A substantial portion of the portfolio is allocated to various ETFs. Major holdings in this category include the Vanguard Total Stock Market ETF, the Schwab Strategic US Large Cap Growth ETF, and the iShares Core S&P 500 ETF. Other notable ETF positions include the iShares U.S. Technology ETF, the SPDR S&P 500 ETF Trust, and the Vanguard Small-Cap Value ETF.
Other notable individual stock positions include Johnson & Johnson, Eli Lilly & Co., Procter & Gamble Co., and JPMorgan Chase & Co. The filing indicates that all positions are held in a Sole voting capacity.
