Weil Company, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Weil Company, Inc. held in its portfolio 115 assets valued at $434,785,362 (i.e. $434.79M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($32.60M), BLACKROCK ETF TRUST II ($32.21M), and APPLE INC ($29.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Weil Company, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 51975 | 32595345 | S&P 500 ETF SHS |
| BLACKROCK ETF TRUST II | 634357 | 32209427 | ISHARES TOTAL RE |
| APPLE INC | 107026 | 29096107 | COM |
| VANGUARD INTL EQUITY INDEX F | 188836 | 26637160 | TT WRLD ST ETF |
| ISHARES TR | 452207 | 17070824 | INTL EQTY FACTOR |
| BLACKROCK ETF TRUST | 279280 | 16983027 | ISHARES US EQUIT |
| PUTNAM ETF TRUST | 358446 | 16334378 | FOCUSED LAR CAP |
| PUBLIC STORAGE OPER CO | 62233 | 16149420 | COM |
| SPDR S&P 500 ETF TR | 17400 | 11865486 | TR UNIT |
| NEW YORK LIFE INVTS ACTIVE E | 440127 | 9605767 | NYLI MACKAY CALI |
| J P MORGAN EXCHANGE TRADED F | 149409 | 9439664 | US QUALTY FCTR |
| VICTORY PORTFOLIOS II | 238974 | 9410789 | SHARES FREE CASH |
| J P MORGAN EXCHANGE TRADED F | 129860 | 9313587 | ACTIVE VALUE ETF |
| FIDELITY COVINGTON TRUST | 243808 | 8450397 | ENHANCED LARGE |
| ISHARES TR | 80935 | 8299041 | CORE S&P US VLU |
| ISHARES INC | 121170 | 7009671 | EMNG MKTS EQT |
| BERKSHIRE HATHAWAY INC DEL | 9 | 6793200 | CL A |
| BNY MELLON ETF TRUST | 130472 | 6728426 | CONCENTRATED INT |
| BLACKROCK ETF TRUST | 213458 | 6633112 | ISHARES INTL CTR |
| AMERICAN CENTY ETF TR | 50827 | 5820726 | US QUALITY GROW |
| TIDAL TRUST I | 200322 | 5777276 | UNLIMITED HFGM |
| ISHARES TR | 76610 | 5736587 | US SML CAP EQT |
| ALPHABET INC | 17504 | 5478901 | CAP STK CL A |
| META PLATFORMS INC | 8080 | 5333540 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 10033 | 5043303 | CL B NEW |
| VANGUARD INDEX FDS | 17151 | 4977523 | MID CAP ETF |
| CHUBB LIMITED | 14129 | 4409989 | COM |
| JPMORGAN CHASE & CO. | 13335 | 4296925 | COM |
| ETF SER SOLUTIONS | 68794 | 4051948 | DISTILLATE US |
| INTUIT | 5875 | 3891451 | COM |
| INVESCO QQQ TR | 6192 | 3803751 | UNIT SER 1 |
| HOULIHAN LOKEY INC | 21521 | 3748789 | CL A |
| HARBOR ETF TRUST | 146639 | 3639573 | HARBOR COMMODITY |
| ISHARES TR | 22828 | 3400918 | ESG AWR MSCI USA |
| INVESCO EXCHANGE TRADED FD T | 16852 | 3228138 | S&P500 EQL WGT |
| MARKEL GROUP INC | 1452 | 3121292 | COM |
| ISHARES GOLD TR | 36756 | 2983485 | ISHARES NEW |
| ALPHABET INC | 9367 | 2939460 | CAP STK CL C |
| MCDONALDS CORP | 9382 | 2867401 | COM |
| STARBUCKS CORP | 33152 | 2791709 | COM |
| J P MORGAN EXCHANGE TRADED F | 48188 | 2758263 | EQUITY PREMIUM |
| ILLUMINA INC | 21008 | 2755392 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 4514 | 2723458 | UTSER1 S&PDCRP |
| UNITED THERAPEUTICS CORP DEL | 5242 | 2554165 | COM |
| BLACKROCK INC | 2270 | 2429425 | COM |
| VERISK ANALYTICS INC | 10404 | 2327366 | COM |
| AMERICAN EXPRESS CO | 6055 | 2240064 | COM |
| ISHARES TR | 40222 | 2200541 | MSCI EMG MKT ETF |
| BROOKFIELD INFRASTRUCTURE CO | 46350 | 2104300 | COM SUB VTG A |
| JOHNSON & JOHNSON | 9678 | 2002893 | COM |
| ISHARES TR | 27377 | 1954987 | EAFE VALUE ETF |
| VERALTO CORP | 18387 | 1834629 | COM SHS |
| GRAYSCALE BITCOIN MINI TR ET | 45558 | 1764461 | SHS NEW |
| VANGUARD WORLD FD | 13742 | 1662209 | ESG US STK ETF |
| CAPITAL GROUP GROWTH ETF | 36513 | 1623723 | SHS CREATION UNI |
| MICROSOFT CORP | 3266 | 1579688 | COM |
| ISHARES TR | 15649 | 1488070 | ESG AW MSCI EAFE |
| AMAZON COM INC | 6389 | 1474683 | COM |
| ISHARES TR | 13175 | 1315959 | CORE US AGGBD ET |
| ISHARES INC | 29305 | 1294391 | ESG AWR MSCI EM |
| CSX CORP | 35217 | 1276618 | COM |
| ISHARES TR | 6636 | 1114450 | CORE S&P US GWT |
| TESLA INC | 2415 | 1086074 | COM |
| NVIDIA CORPORATION | 5680 | 1059388 | COM |
| BROADCOM INC | 2955 | 1022747 | COM |
| INTERNATIONAL BUSINESS MACHS | 3431 | 1016214 | COM |
| PROCTER AND GAMBLE CO | 5251 | 752592 | COM |
| EXXON MOBIL CORP | 6214 | 747733 | COM |
| BOEING CO | 3429 | 744402 | COM |
| COSTCO WHSL CORP NEW | 842 | 725833 | COM |
| HOME DEPOT INC | 2101 | 722966 | COM |
| ISHARES TR | 8410 | 708347 | MSCI GBL SUS DEV |
| WELLS FARGO CO NEW | 6673 | 621924 | COM |
| MARRIOTT INTL INC NEW | 2001 | 620828 | CL A |
| ISHARES TR | 9199 | 617529 | MSCI ACWI EX US |
| NETFLIX INC | 6441 | 603899 | COM |
| AMERIPRISE FINL INC | 1200 | 588408 | COM |
| WORLD GOLD TR | 6248 | 533392 | SPDR GLD MINIS |
| DEERE & CO | 1120 | 521438 | COM |
| ABBVIE INC | 2246 | 513142 | COM |
| HARTFORD INSURANCE GROUP INC | 3572 | 492222 | COM |
| ISHARES TR | 5036 | 484816 | RUS MID CAP ETF |
| ISHARES TR | 10159 | 453584 | ESG SELECT SCRE |
| MCKESSON CORP | 527 | 432637 | COM |
| ALLSTATE CORP | 2056 | 427956 | COM |
| GRANITE REAL ESTATE INVT TR | 7218 | 427251 | TR UNIT NEW |
| SYSCO CORP | 5716 | 421212 | COM |
| ETFIS SER TR I | 5300 | 418435 | VIRTUS REAVES UT |
| ITT INC | 2393 | 415209 | COM |
| DISNEY WALT CO | 3388 | 385453 | COM |
| MAXLINEAR INC | 22100 | 385203 | COM |
| ISHARES TR | 5474 | 380043 | U S EQUITY FACTR |
| ENERGY TRANSFER L P | 19941 | 328825 | COM UT LTD PTN |
| SPDR DOW JONES INDL AVERAGE | 666 | 320060 | UT SER 1 |
| ISHARES TR | 2262 | 320050 | MSCI ACWI ETF |
| HSBC HLDGS PLC | 4000 | 314680 | SPON ADR NEW |
| GE AEROSPACE | 1017 | 313329 | COM NEW |
| MASTERCARD INCORPORATED | 539 | 307453 | CL A |
| ISHARES TR | 6389 | 293774 | ESG AWARE MSCI |
| SOUTHWEST AIRLS CO | 7062 | 291872 | COM |
| SOUTHSTATE BK CORP | 2970 | 279507 | COM |
| IONQ INC | 6000 | 269220 | COM |
| ONEOK INC NEW | 3591 | 263951 | COM |
| CITIGROUP INC | 2118 | 247151 | COM NEW |
| XYLEM INC | 1786 | 243217 | COM |
| ABBOTT LABS | 1867 | 233883 | COM |
| QUALCOMM INC | 1358 | 232286 | COM |
| ISHARES TR | 1759 | 231455 | S&P MC 400VL ETF |
| KIMBERLY-CLARK CORP | 2293 | 231341 | COM |
| SOUTHERN COPPER CORP | 1602 | 229839 | COM |
| PRICE T ROWE GROUP INC | 2106 | 215569 | COM |
| GENERAL DYNAMICS CORP | 635 | 213766 | COM |
| ISHARES TR | 1851 | 210445 | SP SMCP600VL ETF |
| INTEL CORP | 5676 | 209427 | COM |
| BANK AMERICA CORP | 3748 | 206137 | COM |
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