Weinberger Asset Management, Inc

RIA/Wealth

Weinberger Asset Management, Inc is a RIA/Wealth based in Los Angeles, CA led by Alexander Brian Weinberger, reporting $443.9M in AUM as of Q3 2025 with 72% ETF concentration and 54% concentrated in top 10 holdings.

PresidentAlexander Brian Weinberger

Portfolio Value: $276.3M
Positions: 87
Top Holding: VTI at 13.34%
Last Reported: Q3 2025

Address10866 Wilshire Blvd, Ste 830, Los Angeles, CA, 90024, United States

Top Holdings

Largest long holdings in Weinberger Asset Management, Inc's portfolio (54.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$36.9M	13.34%	-$788.6K Sold	— 112.3K shares	Q4 2021 Held for 3y 11m
2 Philip Morris International PM	Tobacco Consumer Defensive	$20.8M	7.52%	-$35.0K Sold	0.01% 128.1K shares	Q2 2022 Held for 3y 5m
3 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$19.3M	6.97%	-$737.5K Sold	— 603.8K shares	Q4 2021 Held for 3y 11m
4 Schwab U.S. Broad Market SCHB	ETF ETF	$13.3M	4.82%	-$365.3K Sold	— 518.2K shares	Q4 2021 Held for 3y 11m
5 Vanguard Small-Cap Value VBR	ETF ETF	$12.7M	4.61%	+$288.4K Bought	— 61.0K shares	Q4 2021 Held for 3y 11m
6 Dimensional US Core Equity Market DFAU	ETF ETF	$10.7M	3.88%	+$269.3K Bought	— 233.9K shares	Q4 2022 Held for 2y 11m
7 Dimensional US High Profitability DUHP	ETF ETF	$10.3M	3.73%	+$388.5K Bought	— 273.0K shares	Q4 2022 Held for 2y 11m
8 Vanguard Value VTV	ETF ETF	$10.0M	3.63%	+$258.5K Bought	— 53.8K shares	Q4 2021 Held for 3y 11m
9 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$8.6M	3.11%	-$161.5K Sold	— 294.9K shares	Q4 2021 Held for 3y 11m
10 Vanguard Growth VUG	ETF ETF	$8.0M	2.88%	-$342.4K Sold	— 16.6K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Weinberger Asset Management, Inc's latest filing

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Market Value

$276.3M

Prior: $259.0M

Q/Q Change

+6.65%

+$17.2M

Net Flows % of MV

+0.347%

Turnover Ratio

1.99%

New Purchases

3 stocks

$646.3K

Added To

38 stocks

+$5.0M

Sold Out Of

0 stocks

Reduced Holdings

32 stocks

-$4.7M

Increased Positions

Position	Shares Δ	Change
1 Micron Technology MU	New	0 → 1.4K +$236.9K
2 Vanguard ESG U.S. Stock ESGV	New	0 → 1.7K +$205.8K
3 iShares Russell 1000 Growth IWF	New	0 → 435.0 +$203.6K
4 Dimensional U.S. Targeted Value DFAT	+26.08%	65.1K → 82.1K +$989.0K
5 DFUV Dimensional US Marketwide Value DFUV	+19.23%	99.4K → 118.5K +$854.5K

Decreased Positions

Position	Shares Δ	Change
1 Pfizer PFE	-23.04%	15.1K → 11.6K −$88.7K
2 BP BP BP	-22.32%	11.7K → 9.1K −$90.1K
3 Palantir Technologies Inc. PLTR	-12.75%	2.5K → 2.2K −$57.8K
4 iShares Core S&P Mid-Cap ETF IJH	-11.49%	39.0K → 34.6K −$292.8K
5 Vanguard Mid-Cap Growth VOT	-10.43%	9.1K → 8.1K −$278.8K