Wernau Asset Management Inc.: 13F holdings
CIK 20532362026Q2
| Positions | 48 |
|---|---|
| Reported value | $192.5m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 91,042 | $26.3m | 13.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 16,859 | $12.6m | 6.5% |
| GOOG ALPHABET INC | 22,770 | $8.0m | 4.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 14,583 | $7.3m | 3.8% |
| MSFT MICROSOFT CORP | 12,915 | $4.8m | 2.5% |
| BAC BANK OF AMER CORP | 82,955 | $4.7m | 2.5% |
| GOOGL ALPHABET INC | 10,006 | $3.6m | 1.9% |
| JPM JPMORGAN CHASE & CO | 9,835 | $3.2m | 1.7% |
| VTWO VANGUARD SCOTTSDALE FDS | 23,800 | $2.9m | 1.5% |
| PFE PFIZER INC | 119,725 | $2.9m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053236")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.