Weinberger Asset Management, Inc. has disclosed its latest investment holdings in a recent SEC filing, revealing a total value of approximately $314.98 million as of September 30, 2026. This update is significant as it provides insights into the company's investment strategies and positions across various sectors, particularly in technology and healthcare.

The filing, dated October 28, 2026, indicates that the firm holds substantial stakes in several major companies, including Apple, Amazon, and Alphabet. These investments reflect Weinberger's focus on high-growth sectors, which could influence investor sentiment and market trends.

Background

Weinberger Asset Management, Inc. is based in Los Angeles, California, and operates under the Central Index Key (CIK) number 0002051705. The firm is classified under the SEC Act of 1934 and has a fiscal year ending on December 31. The company has been active in filing various reports, including multiple 13F-HR forms, which detail its investment holdings.

What the Filing Says

The recent filing indicates that Weinberger Asset Management has a total of 103 entries in its holdings report. The total value of these holdings is approximately $314,979,550. The report reflects the firm's investment discretion, with all reported shares held solely by the firm.

Impact

This update may affect various stakeholders, including investors and analysts looking to gauge market trends based on Weinberger's investment choices. The significant holdings in well-known companies may also influence perceptions of the firm's investment acumen and strategy.

What's Next

The filing does not specify what actions or decisions may follow this report, leaving investors and analysts to interpret the implications of these holdings on future market movements.