Weil Company, Inc.

Est. AUM

$445.3M

13F long equity, this entity only

Positions

115

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$32.5M	54364	7.29%	SOLE
2	BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$31.8M	633112	7.14%	SOLE
3	APPLE INC	COM	$26.9M	106084	6.05%	SOLE
4	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$20.8M	150664	4.68%	SOLE
5	PUBLIC STORAGE OPER CO	COM	$20.6M	76023	4.62%	SOLE
6	BLACKROCK ETF TRUST	ISHARES US EQUIT	$18.9M	325633	4.25%	SOLE
7	PUTNAM ETF TRUST	FOCUSED LAR CAP	$18.3M	393850	4.10%	SOLE
8	ISHARES TR	INTL EQTY FACTOR	$17.9M	458477	4.01%	SOLE
9	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$11.6M	189911	2.61%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.1M	17022	2.49%	SOLE
11	ISHARES TR	CORE S&P US VLU	$10.0M	97655	2.24%	SOLE
12	VICTORY PORTFOLIOS II	SHARES FREE CASH	$9.8M	247065	2.19%	SOLE
13	TIDAL TRUST I	UNLIMITED HFGM	$9.7M	301400	2.17%	SOLE
14	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY CALI	$9.3M	430845	2.09%	SOLE
15	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$9.2M	128234	2.07%	SOLE
16	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$8.4M	242032	1.90%	SOLE
17	BLACKROCK ETF TRUST	ISHARES INTL CTR	$8.4M	260451	1.88%	SOLE
18	ISHARES TR	US SML CAP EQT	$8.3M	110092	1.87%	SOLE
19	ISHARES INC	EMNG MKTS EQT	$7.9M	130197	1.77%	SOLE
20	HARBOR ETF TRUST	HARBOR COMMODITY	$7.2M	231129	1.61%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL A	$6.5M	9	1.45%	SOLE
22	AMERICAN CENTY ETF TR	US QUALITY GROW	$5.8M	55528	1.31%	SOLE
23	VANGUARD INDEX FDS	MID CAP ETF	$5.4M	18683	1.20%	SOLE
24	BNY MELLON ETF TRUST	CONCENTRATED INT	$5.0M	101456	1.13%	SOLE
25	ETF SER SOLUTIONS	DISTILLATE US	$5.0M	85892	1.12%	SOLE
26	ALPHABET INC	CAP STK CL A	$5.0M	17277	1.12%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	9837	1.06%	SOLE
28	CHUBB LTD SWITZ	COM	$4.6M	13974	1.02%	SOLE
29	META PLATFORMS INC	CL A	$4.5M	7792	1.00%	SOLE
30	INTUIT	COM	$4.0M	9185	0.89%	SOLE
31	ISHARES TR	ESG AWR MSCI USA	$3.9M	27268	0.87%	SOLE
32	JPMORGAN CHASE & CO	COM	$3.8M	12845	0.85%	SOLE
33	INVESCO QQQ TR	UNIT SER 1	$3.5M	6150	0.80%	SOLE
34	ISHARES GOLD TR	ISHARES NEW	$3.1M	35102	0.69%	SOLE
35	HOULIHAN LOKEY INC	CL A	$3.0M	20740	0.67%	SOLE
36	MCDONALDS CORP	COM	$2.9M	9382	0.65%	SOLE
37	UNITED THERAPEUTICS CORP DEL	COM	$2.9M	4907	0.65%	SOLE
38	STARBUCKS CORP	COM	$2.8M	31408	0.63%	SOLE
39	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.8M	48854	0.62%	SOLE
40	MARKEL GROUP INC	COM	$2.7M	1411	0.61%	SOLE
41	ALPHABET INC	CAP STK CL C	$2.6M	9207	0.59%	SOLE
42	ILLUMINA INC	COM	$2.5M	20503	0.57%	SOLE
43	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.4M	3912	0.54%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.4M	12474	0.54%	SOLE
45	JOHNSON & JOHNSON	COM	$2.4M	9679	0.53%	SOLE
46	ISHARES TR	MSCI EMG MKT ETF	$2.2M	39344	0.50%	SOLE
47	VERISK ANALYTICS INC	COM	$2.0M	10458	0.45%	SOLE
48	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$2.0M	65207	0.44%	SOLE
49	ISHARES TR	EAFE VALUE ETF	$1.9M	25624	0.43%	SOLE
50	AMAZON COM INC	COM	$1.9M	8899	0.42%	SOLE

1–50 of 115

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.