Christopher Weil & Company

Weil Company as of March 31, 2026

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