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Weinberger Asset Management, Inc

Q4 2025 · 13F-HR

Weinberger Asset Management, Incholdings as filed

Filed 2026-02-09 · accession 0002051705-26-000002

$0
Reported value
0
Positions
2025-12-31
Period end
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The Brief · Weinberger Asset Management, Inc · Q4 2025

AI · grounded in 13F

Weinberger Asset Management, Inc closed its position in VTI for a reduction of $36.9M. The fund also exited positions in PM and SCHG, reducing holdings by $20.8M and $19.3M respectively. In total, the fund reduced 88 positions during the period.

Holdings as filed

No holdings rows on file.

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.