§ 13F · FUND PROFILE
Weil Company, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $416M (13F)Positions · 116Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 54K | $32M | 7.3% | +5% |
| 2 | BRTR | BLACKROCK ETF TRUST II | 633K | $32M | 7.1% | ±0% |
| 3 | AAPL | APPLE INC | 106K | $27M | 6.0% | −1% |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | 151K | $21M | 4.7% | −20% |
| 5 | PSA | PUBLIC STORAGE OPER CO | 76K | $21M | 4.6% | +22% |
| 6 | DYNF | BLACKROCK ETF TRUST | 326K | $19M | 4.3% | +17% |
| 7 | PVAL | PUTNAM ETF TRUST | 394K | $18M | 4.1% | +10% |
| 8 | INTF | ISHARES TR | 458K | $18M | 4.0% | +1% |
| 9 | JQUA | J P MORGAN EXCHANGE TRADED F | 190K | $12M | 2.6% | +27% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 17K | $11M | 2.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEIL SIGNAL
AC read
Weil Company, Inc. is a Other fund managing $416 million in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed