Weil Company, Inc.
Christopher Weil & Company, Inc. (doing business as The Weil Company, Inc.) is a privately held wealth management and financial advisory firm headquartered in San Diego, California. Founded in 1990, the firm serves high-net-worth individuals, families, and institutions with comprehensive investment management, estate planning, and financial advisory services. With a team of approximately 21 employees, the firm is structured to provide sophisticated, client-focused solutions and enduring personal relationships to support long-term financial success.
Investment Strategy
Christopher Weil & Company, Inc. employs a long-term, client-centric investment strategy tailored to individual needs and goals. The firm emphasizes disciplined asset allocation, risk management, and diversification, with investment selections drawn from a broad universe of public equities, fixed income, and alternative assets. Their approach reflects a blend of modern portfolio theory and practical, conservative stewardship, aiming to deliver consistent returns while helping clients navigate complex financial challenges and market cycles.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRTR | BLACKROCK ETF TRUST II | 8.62% | $32.7M | 646,754 | $50.37 | $50.54 | +$3.2M |
V VOO | VANGUARD INDEX FDS | 7.03% | $26.6M | 46,907 | $545.79 | $568.03 | +$16.3M |
V VT | VANGUARD INTL EQUITY INDEX F | 5.92% | $22.4M | 174,526 | $123.43 | $128.52 | +$13.3M |
A AAPL | APPLE INC | 5.86% | $22.2M | 108,273 | $75.62 | $205.17 | -$2.3M |
P PSA | PUBLIC STORAGE OPER CO | 4.82% | $18.3M | 62,243 | $210.16 | $293.42 | -$365.7K |