Wernau Asset Management Inc. Concentrated Active

Location: Gloucester, MA

CIK: 0002053236 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 21, 2026

Total Value: $185M (100.0% shares, 0.0% debt)

Holdings (49)

SPY SPDR S&P 500 ETF TR 34.4%
Value $63.55M Shares 93,200 Est. Cost $586.11 Unrealized
AAPL APPLE INC 13.8%
Value $25.45M Shares 93,615 Est. Cost $234.51 Unrealized +14.4%
AAPL APPLE INC 11.0%
Value $20.31M Shares 74,700 Est. Cost $234.51 Unrealized +14.4%
SPY SPDR S&P 500 ETF TR 6.3%
Value $11.56M Shares 16,948 Est. Cost $586.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.9%
Value $7.272M Shares 14,468 Est. Cost $462.78 Unrealized +7.5%
GOOG ALPHABET INC 3.9%
Value $7.187M Shares 22,902 Est. Cost $175.67 Unrealized +63.0%
MSFT MICROSOFT CORP 3.3%
Value $6.141M Shares 12,697 Est. Cost $422.35 Unrealized +18.5%
BAC BANK AMERICA CORP 2.5%
Value $4.55M Shares 82,732 Est. Cost $42.83 Unrealized +23.0%
GOOGL ALPHABET INC 1.7%
Value $3.195M Shares 10,206 Est. Cost $178.07 Unrealized +60.4%
JPM JPMORGAN CHASE & CO. 1.7%
Value $3.09M Shares 9,591 Est. Cost $228.03 Unrealized +35.7%
PFE PFIZER INC 1.5%
Value $2.836M Shares 113,882 Est. Cost $25.09 Unrealized -0.2%
AMZN AMAZON COM INC 1.3%
Value $2.352M Shares 10,188 Est. Cost $205.35 Unrealized +11.4%
VTWO VANGUARD SCOTTSDALE FDS 1.2%
Value $2.276M Shares 22,871 Est. Cost $89.55 Unrealized
UTL UNITIL CORP 1.1%
Value $2.095M Shares 43,252 Est. Cost $57.67 Unrealized -15.6%
T AT&T INC 1.1%
Value $2.05M Shares 82,526 Est. Cost $21.51 Unrealized +17.5%
PG PROCTER AND GAMBLE CO 1.0%
Value $1.895M Shares 13,220 Est. Cost $165.38 Unrealized -11.0%
CSCO CISCO SYS INC 0.8%
Value $1.512M Shares 19,626 Est. Cost $55.37 Unrealized +33.3%
KKR KKR & CO INC 0.7%
Value $1.373M Shares 10,773 Est. Cost $145.57 Unrealized -14.6%
SCHF SCHWAB STRATEGIC TR 0.6%
Value $1.119M Shares 46,540 Est. Cost $18.65 Unrealized
VO VANGUARD INDEX FDS 0.6%
Value $1.109M Shares 3,822 Est. Cost $264.86 Unrealized
DIS DISNEY WALT CO 0.6%
Value $1.095M Shares 9,625 Est. Cost $103.52 Unrealized +5.8%
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value $952K Shares 17,712 Est. Cost $44.25 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $879K Shares 21,589 Est. Cost $39.40 Unrealized +2.8%
SCHD SCHWAB STRATEGIC TR 0.5%
Value $878K Shares 32,016 Est. Cost $27.32 Unrealized
GLD SPDR GOLD TR 0.4%
Value $812K Shares 2,049 Est. Cost $243.82 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value $708K Shares 3,797 Est. Cost $136.74 Unrealized +36.1%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $696K Shares 2,348 Est. Cost $216.31 Unrealized +38.1%
SCHB SCHWAB STRATEGIC TR 0.4%
Value $664K Shares 25,320 Est. Cost $22.70 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $658K Shares 5,464 Est. Cost $112.36 Unrealized +2.8%
IWF ISHARES TR 0.3%
Value $536K Shares 1,132 Est. Cost $401.58 Unrealized
ED CONSOLIDATED EDISON INC 0.3%
Value $515K Shares 5,184 Est. Cost $94.78 Unrealized +4.2%
SAM BOSTON BEER INC 0.3%
Value $488K Shares 2,500 Est. Cost $301.80 Unrealized -31.7%
LLY ELI LILLY & CO 0.3%
Value $469K Shares 436 Est. Cost $820.04 Unrealized +16.5%
KMI KINDER MORGAN INC DEL 0.2%
Value $422K Shares 15,364 Est. Cost $24.91 Unrealized +8.0%
IWB ISHARES TR 0.2%
Value $396K Shares 1,060 Est. Cost $322.16 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value $338K Shares 1,009 Est. Cost $328.36 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value $335K Shares 6,122 Est. Cost $48.33 Unrealized
SHY ISHARES TR 0.2%
Value $330K Shares 3,990 Est. Cost $82.00 Unrealized
PFE PFIZER INC 0.2%
Value $311K Shares 12,500 Est. Cost $25.09 Unrealized -0.2%
F FORD MTR CO 0.2%
Value $304K Shares 23,184 Est. Cost $9.87 Unrealized +30.0%
EEM ISHARES TR 0.2%
Value $298K Shares 5,440 Est. Cost $41.82 Unrealized
ABBV ABBVIE INC 0.2%
Value $283K Shares 1,238 Est. Cost $178.46 Unrealized +27.5%
NFLX NETFLIX INC 0.1%
Value $250K Shares 2,663 Est. Cost $105.41 Unrealized +2.3%
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value $239K Shares 10,687 Est. Cost $18.30 Unrealized
TIP ISHARES TR 0.1%
Value $217K Shares 1,977 Est. Cost $106.67 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $215K Shares 350 Est. Cost $600.37 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $213K Shares 2,525 Est. Cost $93.67 Unrealized -10.3%
PBA PEMBINA PIPELINE CORP 0.1%
Value $212K Shares 5,572 Est. Cost $39.30 Unrealized -2.1%
SCHX SCHWAB STRATEGIC TR 0.1%
Value $207K Shares 7,692 Est. Cost $26.34 Unrealized