Wernau Asset Management Inc. Long-Term Concentrated

CIK: 0002053236 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 7, 2025

Total Value ($000): $147,121 (100.0% shares, 0.0% debt)

Holdings (49)

SPY SPDR S&P 500 ETF TR 26.4%
Value ($000) $38,905 Shares 58,400 Est. Cost $586.11 Unrealized
AAPL APPLE INC 16.3%
Value ($000) $23,997 Shares 94,243 Est. Cost $234.51 Unrealized -3.8%
SPY SPDR S&P 500 ETF TR 7.8%
Value ($000) $11,444 Shares 17,178 Est. Cost $586.11 Unrealized
AAPL APPLE INC 7.3%
Value ($000) $10,694 Shares 42,000 Est. Cost $234.51 Unrealized -3.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.8%
Value ($000) $7,062 Shares 14,046 Est. Cost $461.73 Unrealized +4.9%
MSFT MICROSOFT CORP 4.5%
Value ($000) $6,571 Shares 12,686 Est. Cost $422.35 Unrealized +20.4%
GOOG ALPHABET INC 3.8%
Value ($000) $5,631 Shares 23,121 Est. Cost $175.67 Unrealized +19.5%
BAC BANK AMERICA CORP 2.9%
Value ($000) $4,314 Shares 83,614 Est. Cost $42.83 Unrealized +12.9%
PFE PFIZER INC 2.1%
Value ($000) $3,112 Shares 122,141 Est. Cost $25.09 Unrealized -3.8%
JPM JPMORGAN CHASE & CO. 2.1%
Value ($000) $3,020 Shares 9,573 Est. Cost $228.03 Unrealized +29.8%
GOOGL ALPHABET INC 1.6%
Value ($000) $2,394 Shares 9,846 Est. Cost $174.14 Unrealized +20.1%
T AT&T INC 1.6%
Value ($000) $2,324 Shares 82,302 Est. Cost $21.51 Unrealized +30.5%
VTWO VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $2,190 Shares 22,385 Est. Cost $89.33 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $2,166 Shares 9,866 Est. Cost $204.58 Unrealized +10.6%
UTL UNITIL CORP 1.4%
Value ($000) $2,045 Shares 42,725 Est. Cost $57.78 Unrealized -15.5%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $1,993 Shares 12,969 Est. Cost $165.73 Unrealized -6.5%
KKR KKR & CO INC 0.9%
Value ($000) $1,383 Shares 10,646 Est. Cost $145.82 Unrealized -2.9%
CSCO CISCO SYS INC 0.9%
Value ($000) $1,343 Shares 19,626 Est. Cost $55.37 Unrealized +21.7%
DIS DISNEY WALT CO 0.8%
Value ($000) $1,106 Shares 9,661 Est. Cost $103.52 Unrealized +13.0%
VO VANGUARD INDEX FDS 0.7%
Value ($000) $1,093 Shares 3,719 Est. Cost $264.15 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,053 Shares 45,246 Est. Cost $18.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $985 Shares 22,400 Est. Cost $39.40 Unrealized +7.9%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $939 Shares 17,328 Est. Cost $44.04 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $892 Shares 35,000 Est. Cost $25.09 Unrealized -3.8%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $852 Shares 31,209 Est. Cost $27.32 Unrealized
SCHB SCHWAB STRATEGIC TR 0.5%
Value ($000) $725 Shares 28,194 Est. Cost $22.70 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $721 Shares 2,028 Est. Cost $242.24 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $703 Shares 3,769 Est. Cost $136.74 Unrealized +27.5%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $663 Shares 2,348 Est. Cost $216.31 Unrealized +20.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $611 Shares 5,416 Est. Cost $112.36 Unrealized -2.4%
IWF ISHARES TR 0.4%
Value ($000) $530 Shares 1,132 Est. Cost $401.58 Unrealized
SAM BOSTON BEER INC 0.4%
Value ($000) $529 Shares 2,500 Est. Cost $301.80 Unrealized -29.5%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $521 Shares 5,184 Est. Cost $94.78 Unrealized +4.6%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $429 Shares 15,153 Est. Cost $24.88 Unrealized +8.4%
IWB ISHARES TR 0.3%
Value ($000) $387 Shares 1,060 Est. Cost $322.16 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $356 Shares 1,084 Est. Cost $328.36 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $333 Shares 436 Est. Cost $820.04 Unrealized -9.5%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $330 Shares 6,122 Est. Cost $48.33 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $325 Shares 3,918 Est. Cost $81.98 Unrealized
F FORD MTR CO 0.2%
Value ($000) $307 Shares 25,634 Est. Cost $9.87 Unrealized +14.7%
NFLX NETFLIX INC 0.2%
Value ($000) $301 Shares 251 Est. Cost $82.31 Unrealized +48.3%
EEM ISHARES TR 0.2%
Value ($000) $290 Shares 5,440 Est. Cost $41.82 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $281 Shares 1,212 Est. Cost $177.41 Unrealized +13.8%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $225 Shares 5,572 Est. Cost $39.30 Unrealized -4.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $215 Shares 10,621 Est. Cost $18.30 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $212 Shares 1,904 Est. Cost $106.55 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $210 Shares 350 Est. Cost $600.37 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $208 Shares 2,456 Est. Cost $93.94 Unrealized -5.7%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $203 Shares 7,692 Est. Cost $26.34 Unrealized