Fund HoldingsWernau Asset Management Inc.

Total Portfolio Value
$192.51M
Total Bought
$46.33M
Total Sold
$8.86M
Net Transaction
+$37.47M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)(Put)48,20092,700+44,50031,34669,226+37,879
APPLE INC(AAPL)(Put)59,20061,000+1,80015,02417,651+2,627
APPLE INC(AAPL)93,62691,042-2,58423,76126,34413.68%+2,583
ALPHABET INC(GOOG)22,91422,770-1446,5738,0454.18%+1,472
STATE STR SPDR S&P 500 ETF T(SPY)17,10816,859-24911,12712,5906.54%+1,463
CISCO SYS INC(CSCO)19,67719,207-4701,5272,2561.17%+729
BANK OF AMER CORP82,81382,955+1424,0374,7272.46%+690
ALPHABET INC(GOOG)10,08610,006-802,9003,5761.86%+676
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
23,44123,800+3592,3482,8901.50%+542
JPMORGAN CHASE & CO(JPM)9,6159,835+2202,8283,2191.67%+391
BERKSHIRE HATHAWAY INC DEL14,44914,583+1346,9247,2983.79%+373
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,122+6,12203280.17%+328
AMAZON COM INC(AMZN)10,23110,298+672,1312,4551.28%+324
NVIDIA CORPORATION(NVDA)4,5325,295+7637901,0600.55%+269
ISHARES TR0847+84702050.11%+205
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
01,885+1,88502000.10%+200
SCHWAB STRATEGIC TR48,12549,588+1,4631,1911,3740.71%+182
ALPHABET INC(GOOG)(Put)0500+5000177+177
VANGUARD INDEX FDS3,61714,981+11,3641,0391,2070.63%+168
VANGUARD INTL EQUITY INDEX F17,78217,816+349611,0630.55%+102
ELI LILLY & CO(LLY)436414-224014970.26%+96
UNITIL CORP(UTL)43,32744,526+1,1992,2632,3461.22%+83
ISHARES TR1,1324,528+3,3964835620.29%+80
SCHWAB STRATEGIC TR19,55419,55404915660.29%+75
SCHWAB STRATEGIC TR33,04633,994+9481,0141,0780.56%+64
FORD MTR CO(F)23,50223,805+3032713310.17%+60
INVESCO QQQ TR35035002022580.13%+56
ISHARES TR5,4405,316-1243093640.19%+55
MICROSOFT CORP(MSFT)12,87112,915+444,7654,8182.50%+53
PROCTER & GAMBLE CO(PG)13,32113,480+1591,9241,9771.03%+53
VANGUARD INDEX FDS1,0111,013+23243750.19%+51
ABBVIE INC(ABBV)1,2551,283+282733230.17%+50
STARBUCKS CORP(SBUX)2,6482,785+1372372850.15%+47
INTERNATIONAL BUSINESS MACHS(IBM)2,3482,166-1825696090.32%+40
ANNALY CAPITAL MANAGEMENT IN10,87411,036+1622302470.13%+17
JOHNSON & JOHNSON(JNJ)92492402262350.12%+9
PEMBINA PIPELINE CORP(PBA)5,5725,57202492580.13%+8
ISHARES TR2,0682,159+912282360.12%+8
ISHARES TR4,0924,207+1153383450.18%+8
DISNEY WALT CO(DIS)9,6659,745+809329380.49%+6
KKR & CO INC(KKR)10,87711,030+1531,0061,0120.53%+6
KINDER MORGAN INC DEL(KMI)15,48615,835+3495195060.26%-13
CONSOLIDATED EDISON INC(ED)5,1845,104-805875650.29%-22
NETFLIX INC.(NFLX)2,8023,304+5022692360.12%-34
SPDR GOLD TR(GLD)1,8711,911+408057040.37%-101
BOSTON BEER INC(SAM)2,5002,50005764430.23%-133
ISHARES TR1,060580-4803782380.12%-140
VERIZON COMMUNICATIONS INC(VZ)21,66722,046+3791,0889330.48%-154
ISHARES TR1,6590-1,6592060-206
EXXON MOBIL CORP5,4915,282-2099327220.38%-209
SELECT SECTOR SPDR TR
ST STR FINL ETF
6,1220-6,1223020-302
PFIZER INC(PFE)114,031119,725+5,6943,2022,8831.50%-319
AT&T INC(T)82,71683,453+7372,3981,7270.90%-670
ISHARES TR(Put)10,0000-10,0008670-867
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