Christopher Weil & Company
Latest statistics and disclosures from Weil Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, BRTR, AAPL, VT, PSA, and represent 29.78% of Weil Company's stock portfolio.
- Added to shares of these 10 stocks: PSA, HFGM, DYNF, HGER, SMLF, JQUA, IUSV, PVAL, CORO, INTU.
- Started 6 new stock positions in FBRX, AZN, VYM, EQT, DFAT, FBTC.
- Reduced shares in these 10 stocks: VT (-$5.3M), BKCI, RSP, GRTUF, AGG, MDY, BLK, IONQ, SPY, MSFT.
- Sold out of its positions in ABT, BAC, GRTUF, IONQ, TROW, QCOM.
- Weil Company was a net buyer of stock by $20M.
- Weil Company has $445M in assets under management (AUM), dropping by 2.43%.
- Central Index Key (CIK): 0001318011
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Portfolio Holdings for Weil Company
Weil Company holds 115 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.3 | $33M | +4% | 54k | 597.55 |
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| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 7.1 | $32M | 633k | 50.19 |
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| Apple (AAPL) | 6.0 | $27M | 106k | 253.79 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 4.7 | $21M | -20% | 151k | 138.32 |
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| Public Storage (PSA) | 4.6 | $21M | +22% | 76k | 270.88 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.3 | $19M | +16% | 326k | 58.18 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 4.1 | $18M | +9% | 394k | 46.40 |
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| Ishares Tr Intl Eqty Factor (INTF) | 4.0 | $18M | 459k | 38.96 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 2.6 | $12M | +27% | 190k | 61.32 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.5 | $11M | -2% | 17k | 650.35 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 2.2 | $10M | +20% | 98k | 102.25 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 2.2 | $9.8M | +3% | 247k | 39.48 |
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| Tidal Trust I Unlimited Hfgm (HFGM) | 2.2 | $9.7M | +50% | 301k | 32.06 |
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| New York Life Invts Active E Nyli Mackay Cali (MMCA) | 2.1 | $9.3M | -2% | 431k | 21.56 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 2.1 | $9.2M | 128k | 71.75 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 1.9 | $8.4M | 242k | 34.91 |
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| Blackrock Etf Trust Ishares Intl Ctr (CORO) | 1.9 | $8.4M | +22% | 261k | 32.15 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 1.9 | $8.3M | +43% | 110k | 75.49 |
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| Ishares Emng Mkts Eqt (EMGF) | 1.8 | $7.9M | +7% | 130k | 60.43 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 1.6 | $7.2M | +57% | 231k | 31.01 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $6.5M | 9.00 | 718140.00 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 1.3 | $5.8M | +9% | 56k | 105.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $5.4M | +8% | 19k | 287.18 |
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| Bny Mellon Etf Trust Concentrated Int (BKCI) | 1.1 | $5.0M | -22% | 102k | 49.47 |
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| Etf Ser Solutions Distillate Us (DSTL) | 1.1 | $5.0M | +24% | 86k | 57.88 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $5.0M | 17k | 287.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $4.7M | 9.8k | 479.22 |
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| Chubb (CB) | 1.0 | $4.6M | 14k | 325.93 |
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| Meta Platforms Cl A (META) | 1.0 | $4.5M | -3% | 7.8k | 572.16 |
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| Intuit (INTU) | 0.9 | $4.0M | +56% | 9.2k | 432.40 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.9 | $3.9M | +19% | 27k | 141.42 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $3.8M | -3% | 13k | 294.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.5M | 6.2k | 577.14 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $3.1M | -4% | 35k | 88.16 |
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| Houlihan Lokey Cl A (HLI) | 0.7 | $3.0M | -3% | 21k | 143.62 |
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| McDonald's Corporation (MCD) | 0.7 | $2.9M | 9.4k | 310.79 |
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| United Therapeutics Corporation (UTHR) | 0.7 | $2.9M | -6% | 4.9k | 592.98 |
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| Starbucks Corporation (SBUX) | 0.6 | $2.8M | -5% | 31k | 89.59 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $2.8M | 49k | 56.68 |
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| Markel Corporation (MKL) | 0.6 | $2.7M | -2% | 1.4k | 1914.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.6M | 9.2k | 286.88 |
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| Illumina (ILMN) | 0.6 | $2.5M | -2% | 21k | 123.26 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.5 | $2.4M | -13% | 3.9k | 616.84 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $2.4M | -25% | 13k | 191.93 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.4M | 9.7k | 244.45 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $2.2M | -2% | 39k | 56.79 |
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| Verisk Analytics (VRSK) | 0.4 | $2.0M | 11k | 189.76 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.4 | $2.0M | +43% | 65k | 29.99 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $1.9M | -6% | 26k | 74.35 |
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| Amazon (AMZN) | 0.4 | $1.9M | +39% | 8.9k | 208.28 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.4 | $1.8M | 47k | 39.52 |
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| American Express Company (AXP) | 0.4 | $1.8M | 6.1k | 302.48 |
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| Blackrock (BLK) | 0.4 | $1.8M | -16% | 1.9k | 961.93 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $1.7M | +15% | 18k | 95.62 |
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| Veralto Corp Com Shs (VLTO) | 0.4 | $1.6M | 18k | 88.42 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.4 | $1.6M | +10% | 41k | 40.19 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $1.5M | 14k | 112.27 |
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| CSX Corporation (CSX) | 0.3 | $1.4M | 35k | 41.05 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $1.3M | -3% | 28k | 45.47 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 6.2k | 169.66 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.0M | 6.6k | 155.11 |
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| NVIDIA Corporation (NVDA) | 0.2 | $991k | 5.7k | 174.41 |
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| Microsoft Corporation (MSFT) | 0.2 | $968k | -19% | 2.6k | 370.14 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $937k | NEW | 16k | 59.03 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $923k | -29% | 9.3k | 99.27 |
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| Broadcom (AVGO) | 0.2 | $915k | 3.0k | 309.52 |
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| Tesla Motors (TSLA) | 0.2 | $898k | 2.4k | 371.75 |
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| Costco Wholesale Corporation (COST) | 0.2 | $859k | +2% | 862.00 | 996.27 |
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| International Business Machines (IBM) | 0.2 | $807k | -2% | 3.3k | 242.40 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $795k | +26% | 12k | 68.47 |
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| Procter & Gamble Company (PG) | 0.2 | $759k | 5.3k | 144.45 |
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| Home Depot (HD) | 0.2 | $695k | 2.1k | 328.92 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $685k | -2% | 8.2k | 83.95 |
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| Boeing Company (BA) | 0.2 | $682k | 3.4k | 199.00 |
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| Marriott Intl Cl A (MAR) | 0.1 | $655k | 2.0k | 327.09 |
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| Forte Biosciences Com New (FBRX) | 0.1 | $641k | NEW | 25k | 25.90 |
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| Deere & Company (DE) | 0.1 | $631k | 1.1k | 563.30 |
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| Netflix (NFLX) | 0.1 | $620k | 6.5k | 96.15 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $579k | 6.2k | 92.69 |
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| Ameriprise Financial (AMP) | 0.1 | $533k | 1.2k | 444.40 |
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| Wells Fargo & Company (WFC) | 0.1 | $531k | 6.7k | 79.61 |
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| EQT Corporation (EQT) | 0.1 | $509k | NEW | 8.0k | 63.64 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $490k | 5.0k | 97.23 |
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| Hartford Financial Services (HIG) | 0.1 | $483k | 3.6k | 135.23 |
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| Ishares Tr Esg Select Scre (XJH) | 0.1 | $477k | +3% | 11k | 45.37 |
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| Itt (ITT) | 0.1 | $456k | 2.4k | 190.53 |
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| McKesson Corporation (MCK) | 0.1 | $443k | -2% | 512.00 | 866.07 |
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| Allstate Corporation (ALL) | 0.1 | $426k | 2.1k | 207.34 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $424k | 5.3k | 79.90 |
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| SYSCO Corporation (SYY) | 0.1 | $408k | 5.7k | 71.33 |
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| Abbvie (ABBV) | 0.1 | $388k | -20% | 1.8k | 217.47 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $385k | 20k | 19.30 |
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| MaxLinear (MXL) | 0.1 | $384k | 22k | 17.39 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $330k | 4.0k | 82.49 |
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| Oneok (OKE) | 0.1 | $329k | 3.6k | 90.40 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $309k | 666.00 | 463.19 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $303k | -3% | 2.2k | 138.37 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $301k | 6.4k | 47.02 |
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| Ge Aerospace Com New (GE) | 0.1 | $289k | 1.0k | 283.67 |
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| Southern Copper Corporation (SCCO) | 0.1 | $278k | 1.6k | 172.06 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $276k | NEW | 1.9k | 148.10 |
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| Walt Disney Company (DIS) | 0.1 | $276k | -15% | 2.9k | 96.38 |
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| Southstate Bk Corp (SSB) | 0.1 | $275k | 3.0k | 92.52 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $269k | 539.00 | 499.45 |
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| Southwest Airlines (LUV) | 0.1 | $265k | 7.1k | 37.57 |
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| Intel Corporation (INTC) | 0.1 | $246k | 5.6k | 44.13 |
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| Citigroup Com New (C) | 0.1 | $240k | 2.1k | 113.41 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $234k | 1.8k | 132.49 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $220k | 1.9k | 118.44 |
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| General Dynamics Corporation (GD) | 0.0 | $219k | 638.00 | 343.03 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $218k | 2.3k | 96.47 |
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| Xylem (XYL) | 0.0 | $213k | 1.8k | 119.50 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $209k | -42% | 3.2k | 66.00 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $207k | NEW | 3.3k | 62.45 |
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| Astrazeneca Ord (AZN) | 0.0 | $206k | NEW | 1.0k | 197.22 |
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Past Filings by Weil Company
SEC 13F filings are viewable for Weil Company going back to 2010
- Weil Company 2026 Q1 filed April 15, 2026
- Weil Company 2025 Q4 filed Jan. 14, 2026
- Weil Company 2025 Q3 filed Nov. 7, 2025
- Weil Company 2025 Q2 filed Aug. 7, 2025
- Weil Company 2025 Q1 filed April 30, 2025
- Weil Company 2024 Q4 filed Feb. 5, 2025
- Weil Company 2024 Q3 filed Nov. 4, 2024
- Weil Company 2024 Q2 filed Aug. 5, 2024
- Weil Company 2024 Q1 filed May 3, 2024
- Weil Company 2023 Q4 filed Feb. 9, 2024
- Weil Company 2023 Q3 filed Nov. 8, 2023
- Weil Company 2023 Q2 filed Aug. 8, 2023
- Weil Company 2023 Q1 filed May 8, 2023
- Weil Company 2022 Q4 filed Feb. 8, 2023
- Weil Company 2022 Q3 filed Nov. 9, 2022
- Weil Company 2022 Q2 filed Aug. 5, 2022