Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Weil Company, Inc. (CIK 1318011) reported $445.4M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($32.5M, 7.29%), BRTR ($31.8M, 7.14%), AAPL ($26.9M, 6.05%), VT ($20.8M, 4.68%), PSA ($20.6M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $32.5M | 7.29% | 54,364 | Added |
| 2 | BRTR | BLACKROCK ETF TRUST II | $31.8M | 7.14% | 633,112 | Trimmed |
| 3 | AAPL | APPLE INC | $26.9M | 6.05% | 106,084 | Trimmed |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | $20.8M | 4.68% | 150,664 | Trimmed |
| 5 | PSA | PUBLIC STORAGE OPER CO | $20.6M | 4.62% | 76,023 | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $18.9M | 4.25% | 325,633 | Added |
| 7 | PVAL | PUTNAM ETF TRUST | $18.3M | 4.10% | 393,850 | Added |
| 8 | INTF | ISHARES TR | $17.9M | 4.01% | 458,477 | Added |
| 9 | JQUA | J P MORGAN EXCHANGE TRADED F | $11.6M | 2.61% | 189,911 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $11.1M | 2.49% | 17,022 | Trimmed |
| 11 | IUSV | ISHARES TR | $10.0M | 2.24% | 97,655 | Added |
| 12 | VFLO | VICTORY PORTFOLIOS II | $9.8M | 2.19% | 247,065 | Added |
| 13 | HFGM | TIDAL TRUST I | $9.7M | 2.17% | 301,400 | Added |
| 14 | MMCA | NEW YORK LIFE INVTS ACTIVE E | $9.3M | 2.09% | 430,845 | Trimmed |
| 15 | JAVA | J P MORGAN EXCHANGE TRADED F | $9.2M | 2.07% | 128,234 | Trimmed |
| 16 | FELV | FIDELITY COVINGTON TRUST | $8.4M | 1.90% | 242,032 | Trimmed |
| 17 | CORO | BLACKROCK ETF TRUST | $8.4M | 1.88% | 260,451 | Added |
| 18 | SMLF | ISHARES TR | $8.3M | 1.87% | 110,092 | Added |
| 19 | EMGF | ISHARES INC | $7.9M | 1.77% | 130,197 | Added |
| 20 | HGER | HARBOR ETF TRUST | $7.2M | 1.61% | 231,129 | Added |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.5M | 1.45% | 9 | Hold |
| 22 | QGRO | AMERICAN CENTY ETF TR | $5.8M | 1.31% | 55,528 | Added |
| 23 | VO | VANGUARD INDEX FDS | $5.4M | 1.20% | 18,683 | Added |
| 24 | BKCI | BNY MELLON ETF TRUST | $5.0M | 1.13% | 101,456 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $5.0M | 1.12% | 17,277 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31