You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Weil Company, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 111 equity positions with a total 13F market value of $379M. The fund increased holdings in Vanguard Index FDS, Vanguard Intl Equity Index F, Putnam Etf Trust among other positions. Weil Company, Inc. reduced exposure to Ishares TR, SPDR S&P 500 Etf TR, Capital Group Growth Etf among others.
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 |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more