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
B
BRTR

BLACKROCK ETF TRUST II

ISHARES TOTAL RE
092528876
$33.48M
8 %

656,599

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$29.74M
7 %

48,559

A
AAPL

APPLE INC

COM
037833100
$27.42M
7 %

107,676

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$26.26M
6 %

190,546

P
PSA

PUBLIC STORAGE OPER CO

COM
74460D109
$17.98M
4 %

62,242

I
INTF

ISHARES TR

INTL EQTY FACTOR
46434V274
$15.17M
4 %

422,418

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$14.51M
4 %

245,070

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$13.99M
3 %

327,471

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$12.20M
3 %

18,318

M
MMCA

NEW YORK LIFE INVTS ACTIVE E

NYLI MACKAY CALI
45409F777
$9.32M
2 %

428,468

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