Universe · entity
Weil Company, Inc.
Institutional manager (13F) · CIK 1318011
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $402M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $32M | 54,364 |
| 2 | BLACKROCK ETF TRUST II | $32M | 633,112 |
| 3 | APPLE INC | $27M | 106,084 |
| 4 | VANGUARD INTL EQUITY INDEX F | $21M | 150,664 |
| 5 | PUBLIC STORAGE OPER CO | $21M | 76,023 |
| 6 | BLACKROCK ETF TRUST | $19M | 325,633 |
| 7 | PUTNAM ETF TRUST | $18M | 393,850 |
| 8 | ISHARES TR | $18M | 458,477 |
| 9 | J P MORGAN EXCHANGE TRADED F | $12M | 189,911 |
| 10 | STATE STR SPDR S&P 500 ETF T | $11M | 17,022 |
| 11 | ISHARES TR | $10M | 97,655 |
| 12 | VICTORY PORTFOLIOS II | $10M | 247,065 |
| 13 | TIDAL TRUST I | $10M | 301,400 |
| 14 | NEW YORK LIFE INVTS ACTIVE E | $9M | 430,845 |
| 15 | J P MORGAN EXCHANGE TRADED F | $9M | 128,234 |
| 16 | FIDELITY COVINGTON TRUST | $8M | 242,032 |
| 17 | BLACKROCK ETF TRUST | $8M | 260,451 |
| 18 | ISHARES TR | $8M | 110,092 |
| 19 | ISHARES INC | $8M | 130,197 |
| 20 | HARBOR ETF TRUST | $7M | 231,129 |
| 21 | BERKSHIRE HATHAWAY INC DEL | $6M | 9 |
| 22 | AMERICAN CENTY ETF TR | $6M | 55,528 |
| 23 | VANGUARD INDEX FDS | $5M | 18,683 |
| 24 | BNY MELLON ETF TRUST | $5M | 101,456 |
| 25 | ETF SER SOLUTIONS | $5M | 85,892 |
| 26 | ALPHABET INC | $5M | 17,277 |
| 27 | BERKSHIRE HATHAWAY INC DEL | $5M | 9,837 |
| 28 | CHUBB LTD SWITZ | $5M | 13,974 |
| 29 | META PLATFORMS INC | $4M | 7,792 |
| 30 | INTUIT | $4M | 9,185 |
| 31 | ISHARES TR | $4M | 27,268 |
| 32 | JPMORGAN CHASE & CO | $4M | 12,845 |
| 33 | INVESCO QQQ TR | $4M | 6,150 |
| 34 | ISHARES GOLD TR | $3M | 35,102 |
| 35 | HOULIHAN LOKEY INC | $3M | 20,740 |
| 36 | MCDONALDS CORP | $3M | 9,382 |
| 37 | UNITED THERAPEUTICS CORP DEL | $3M | 4,907 |
| 38 | STARBUCKS CORP | $3M | 31,408 |
| 39 | J P MORGAN EXCHANGE TRADED F | $3M | 48,854 |
| 40 | MARKEL GROUP INC | $3M | 1,411 |
| 41 | ALPHABET INC | $3M | 9,207 |
| 42 | ILLUMINA INC | $3M | 20,503 |
| 43 | STATE STR SPDR S&P MIDCAP 40 | $2M | 3,912 |
| 44 | INVESCO EXCHANGE TRADED FD T | $2M | 12,474 |
| 45 | JOHNSON & JOHNSON | $2M | 9,679 |
| 46 | ISHARES TR | $2M | 39,344 |
| 47 | VERISK ANALYTICS INC | $2M | 10,458 |
| 48 | GRAYSCALE BITCOIN MINI TR ET | $2M | 65,207 |
| 49 | ISHARES TR | $2M | 25,624 |
| 50 | AMAZON COM INC | $2M | 8,899 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.