# EDGAR Filing Document

**Accession Number:** 0002051705
**File Stem:** 0002051705-25-000003
**Filing Date:** 2025-10
**Character Count:** 12542
**Document Hash:** 1efa03484bfa29d35d1a25be21759447
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002051705-25-000003.hdr.sgml**: 20251015

**ACCESSION NUMBER**: 0002051705-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251015

**DATE AS OF CHANGE**: 20251015

**EFFECTIVENESS DATE**: 20251015

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Weinberger Asset Management, Inc
- **CENTRAL INDEX KEY:** 0002051705

**ORGANIZATION NAME:**
- **EIN:** 954453742
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24739
- **FILM NUMBER:** 251394743

**BUSINESS ADDRESS:**
- **STREET 1:** 10866 WILSHIRE BLVD.
- **STREET 2:** SUITE 830
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90024
- **BUSINESS PHONE:** 310-442-8472

**MAIL ADDRESS:**
- **STREET 1:** 10866 WILSHIRE BLVD.
- **STREET 2:** SUITE 830
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90024

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Weinberger Asset Management Inc<br>**Address:** 10866 WILSHIRE BLVD.<br>SUITE 830<br>LOS ANGELES, CA 90024

**Form 13F File Number:** 028-24739

**CRD Number (if applicable):** 000106176

**SEC File Number (if applicable):** 801-113165

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Alexander B. Weinberger<br>**Title:** President<br>**Phone:** 310-442-8472

**Signature, Place, and Date of Signing:**

/s/ Alexander B. Weinberger  Los Angeles, CA  10-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 88

**Form 13F Information Table Value Total:** $276258440

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 232923 | 1006 | SH |  | SOLE |  | 0 | 0 | 1006 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 971897 | 3998 | SH |  | SOLE |  | 0 | 0 | 3998 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 529560 | 2174 | SH |  | SOLE |  | 0 | 0 | 2174 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 2279428 | 34505 | SH |  | SOLE |  | 0 | 0 | 34505 |
| AMAZON COM INC | COM | 023135106 |  | 748734 | 3410 | SH |  | SOLE |  | 0 | 0 | 3410 |
| APPLE INC | COM | 037833100 |  | 3194140 | 12544 | SH |  | SOLE |  | 0 | 0 | 12544 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 600617 | 4122 | SH |  | SOLE |  | 0 | 0 | 4122 |
| ATI INC | COM | 01741R102 |  | 715792 | 8800 | SH |  | SOLE |  | 0 | 0 | 8800 |
| BANK AMERICA CORP | COM | 060505104 |  | 5163936 | 100096 | SH |  | SOLE |  | 0 | 0 | 100096 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 723443 | 1439 | SH |  | SOLE |  | 0 | 0 | 1439 |
| BLOCK INC | CL A | 852234103 |  | 1636626 | 22646 | SH |  | SOLE |  | 0 | 0 | 22646 |
| BP PLC | SPONSORED ADR | 055622104 |  | 313655 | 9102 | SH |  | SOLE |  | 0 | 0 | 9102 |
| BROADCOM INC | COM | 11135F101 |  | 528505 | 1602 | SH |  | SOLE |  | 0 | 0 | 1602 |
| CISCO SYS INC | COM | 17275R102 |  | 451283 | 6596 | SH |  | SOLE |  | 0 | 0 | 6596 |
| CITIGROUP INC | COM NEW | 172967424 |  | 220958 | 2177 | SH |  | SOLE |  | 0 | 0 | 2177 |
| COCA COLA CO | COM | 191216100 |  | 915759 | 13808 | SH |  | SOLE |  | 0 | 0 | 13808 |
| COHEN  STEERS INFRASTRUCTUR | COM | 19248A109 |  | 499720 | 20150 | SH |  | SOLE |  | 0 | 0 | 20150 |
| COHEN  STEERS INFRASTRUCTUR | RIGHT 10/16/2025 | 19248A117 |  | 1572 | 20150 | SH |  | SOLE |  | 0 | 0 | 20150 |
| COHEN  STEERS TOTAL RETURN | COM | 19247R103 |  | 379069 | 31328 | SH |  | SOLE |  | 0 | 0 | 31328 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 918589 | 992 | SH |  | SOLE |  | 0 | 0 | 992 |
| DEERE  CO | COM | 244199105 |  | 943868 | 2064 | SH |  | SOLE |  | 0 | 0 | 2064 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 4150181 | 114173 | SH |  | SOLE |  | 0 | 0 | 114173 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 10705049 | 233939 | SH |  | SOLE |  | 0 | 0 | 233939 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 10310227 | 272974 | SH |  | SOLE |  | 0 | 0 | 272974 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 5297365 | 118536 | SH |  | SOLE |  | 0 | 0 | 118536 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 1331489 | 55828 | SH |  | SOLE |  | 0 | 0 | 55828 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 4781073 | 82135 | SH |  | SOLE |  | 0 | 0 | 82135 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 579446 | 2873 | SH |  | SOLE |  | 0 | 0 | 2873 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 375023 | 1161 | SH |  | SOLE |  | 0 | 0 | 1161 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 528463 | 16900 | SH |  | SOLE |  | 0 | 0 | 16900 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 369031 | 3273 | SH |  | SOLE |  | 0 | 0 | 3273 |
| GE AEROSPACE | COM NEW | 369604301 |  | 3534726 | 11750 | SH |  | SOLE |  | 0 | 0 | 11750 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 272380 | 3627 | SH |  | SOLE |  | 0 | 0 | 3627 |
| GE VERNOVA INC | COM | 36828A101 |  | 1845315 | 3001 | SH |  | SOLE |  | 0 | 0 | 3001 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 363883 | 1290 | SH |  | SOLE |  | 0 | 0 | 1290 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2254824 | 34551 | SH |  | SOLE |  | 0 | 0 | 34551 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 203553 | 435 | SH |  | SOLE |  | 0 | 0 | 435 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 2517771 | 14240 | SH |  | SOLE |  | 0 | 0 | 14240 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 5138493 | 36082 | SH |  | SOLE |  | 0 | 0 | 36082 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 4146132 | 43238 | SH |  | SOLE |  | 0 | 0 | 43238 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 703290 | 5422 | SH |  | SOLE |  | 0 | 0 | 5422 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 2513266 | 17687 | SH |  | SOLE |  | 0 | 0 | 17687 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 4778869 | 24399 | SH |  | SOLE |  | 0 | 0 | 24399 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 4165648 | 72954 | SH |  | SOLE |  | 0 | 0 | 72954 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 534476 | 2883 | SH |  | SOLE |  | 0 | 0 | 2883 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1604277 | 5086 | SH |  | SOLE |  | 0 | 0 | 5086 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 1327336 | 46886 | SH |  | SOLE |  | 0 | 0 | 46886 |
| MERCK  CO INC | COM | 58933Y105 |  | 719280 | 8570 | SH |  | SOLE |  | 0 | 0 | 8570 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3301038 | 4495 | SH |  | SOLE |  | 0 | 0 | 4495 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 236925 | 1416 | SH |  | SOLE |  | 0 | 0 | 1416 |
| MICROSOFT CORP | COM | 594918104 |  | 1072757 | 2071 | SH |  | SOLE |  | 0 | 0 | 2071 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3066070 | 16433 | SH |  | SOLE |  | 0 | 0 | 16433 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 209413 | 4432 | SH |  | SOLE |  | 0 | 0 | 4432 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 395851 | 2170 | SH |  | SOLE |  | 0 | 0 | 2170 |
| PFIZER INC | COM | 717081103 |  | 296383 | 11632 | SH |  | SOLE |  | 0 | 0 | 11632 |
| PG CORP | COM | 69331C108 |  | 1230626 | 81606 | SH |  | SOLE |  | 0 | 0 | 81606 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 20779253 | 128109 | SH |  | SOLE |  | 0 | 0 | 128109 |
| PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 |  | 249635 | 7390 | SH |  | SOLE |  | 0 | 0 | 7390 |
| ROBLOX CORP | CL A | 771049103 |  | 1521227 | 10982 | SH |  | SOLE |  | 0 | 0 | 10982 |
| SALESFORCE INC | COM | 79466L302 |  | 231818 | 978 | SH |  | SOLE |  | 0 | 0 | 978 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 7560687 | 324772 | SH |  | SOLE |  | 0 | 0 | 324772 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 13323422 | 518219 | SH |  | SOLE |  | 0 | 0 | 518219 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 19268160 | 603828 | SH |  | SOLE |  | 0 | 0 | 603828 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 8585647 | 294938 | SH |  | SOLE |  | 0 | 0 | 294938 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 743830 | 17656 | SH |  | SOLE |  | 0 | 0 | 17656 |
| SHELL PLC | SPON ADS | 780259305 |  | 251857 | 3521 | SH |  | SOLE |  | 0 | 0 | 3521 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 2975172 | 20020 | SH |  | SOLE |  | 0 | 0 | 20020 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3892341 | 5843 | SH |  | SOLE |  | 0 | 0 | 5843 |
| SPDR SERIES TRUST | S 400 MDCP VAL | 78464A839 |  | 896439 | 10747 | SH |  | SOLE |  | 0 | 0 | 10747 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 475409 | 5363 | SH |  | SOLE |  | 0 | 0 | 5363 |
| TESLA INC | COM | 88160R101 |  | 292181 | 657 | SH |  | SOLE |  | 0 | 0 | 657 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 701748 | 7272 | SH |  | SOLE |  | 0 | 0 | 7272 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 735907 | 2131 | SH |  | SOLE |  | 0 | 0 | 2131 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | 921932869 |  | 237479 | 1988 | SH |  | SOLE |  | 0 | 0 | 1988 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 7953806 | 16584 | SH |  | SOLE |  | 0 | 0 | 16584 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 2394126 | 8149 | SH |  | SOLE |  | 0 | 0 | 8149 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 6988905 | 40033 | SH |  | SOLE |  | 0 | 0 | 40033 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2021366 | 3301 | SH |  | SOLE |  | 0 | 0 | 3301 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 12733867 | 61012 | SH |  | SOLE |  | 0 | 0 | 61012 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 36859013 | 112317 | SH |  | SOLE |  | 0 | 0 | 112317 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 10032725 | 53798 | SH |  | SOLE |  | 0 | 0 | 53798 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2333060 | 10812 | SH |  | SOLE |  | 0 | 0 | 10812 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 3691352 | 61605 | SH |  | SOLE |  | 0 | 0 | 61605 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 205845 | 1738 | SH |  | SOLE |  | 0 | 0 | 1738 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 287919 | 6551 | SH |  | SOLE |  | 0 | 0 | 6551 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 578133 | 2618 | SH |  | SOLE |  | 0 | 0 | 2618 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 368682 | 4399 | SH |  | SOLE |  | 0 | 0 | 4399 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 257426 | 4922 | SH |  | SOLE |  | 0 | 0 | 4922 |

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