Weil Company, Inc.

Q3 2025 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    116

  • Value ($000)

    $415,545

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001318011
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRTR
BRTR

BLACKROCK ETF TRUST II

ISHARES TOTAL RE
$33.48 M
8 %

656,599

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$29.74 M
7 %

48,559

AAPL
AAPL

APPLE INC

COM
$27.42 M
7 %

107,676

VT
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
$26.26 M
6 %

190,546

PSA
PSA

PUBLIC STORAGE OPER CO

COM
$17.98 M
4 %

62,242

INTF
INTF

ISHARES TR

INTL EQTY FACTOR
$15.17 M
4 %

422,418

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$14.51 M
4 %

245,070

PVAL
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
$13.99 M
3 %

327,471

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$12.20 M
3 %

18,318

MMCA
MMCA

NEW YORK LIFE INVTS ACTIVE E

NYLI MACKAY CALI
$9.32 M
2 %

428,468

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 116