Weil Company, Inc.
Q4 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
115
- Value ($000)
$434,785
- Date Filed01/14/2026
- Form type13F-HR
- CIK0001318011
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $32.6M | 8 % | 51,975 | ||
BLACKROCK ETF TRUST II | ISHARES TOTAL RE | 092528876 | $32.21M | 7 % | 634,357 | ||
APPLE INC | COM | 037833100 | $29.1M | 7 % | 107,026 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $26.64M | 6 % | 188,836 | ||
ISHARES TR | INTL EQTY FACTOR | 46434V274 | $17.07M | 4 % | 452,207 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $16.98M | 4 % | 279,280 | ||
PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $16.33M | 4 % | 358,446 | ||
PUBLIC STORAGE OPER CO | COM | 74460D109 | $16.15M | 4 % | 62,233 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.87M | 3 % | 17,400 | ||
NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY CALI | 45409F777 | $9.61M | 2 % | 440,127 |
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