Weil Company, Inc. holds a focused book of 133 stocks worth $567.7M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares SH Dba ETF Usd Inc and trimmed Vanguard Tot World STK ETF. Their largest long position is Vanguard S&P 500 ETF at 9% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1318011/holdings"
Use Arkolith to show Weil Company, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.2 points over this window.
Growth of $10,000 cloning Weil Company, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Weil Company, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $70.8B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.8B |
| MORGAN STANLEY | 77 / 80 | $521.0B |
| JPMORGAN CHASE & CO | 77 / 80 | $482.4B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77 / 80 | $13.2B |
| BANK OF AMERICA CORP /DE/ | 76 / 80 | $384.4B |
| ROYAL BANK OF CANADA | 76 / 80 | $139.4B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $99.7B |
Ranked by how many of Weil Company, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $53.4M | 77.8K | 9.4% | ▲+43% Added · +23K sh | |
| 2 | BlackRock ETF Trust ISHARES US EQUIT | $38.0M | 559.0K | 6.7% | ▲+72% Added · +233K sh | |
| 3 | BlackRock ETF Trust II ISHA TOTA RE ETF | $32.9M | 654.0K | 5.8% | ▲+3.3% Added · +21K sh | |
| 4 | Apple Inc COM | $30.9M | 106.7K | 5.4% | ▲+0.6% Added · +640 sh | |
| 5 | Ishares U S ETF TR SHOR DURA BD ETF | $29.6M | 583.7K | 5.2% | ▲New New position | |
| 6 | Public Storage COM | $24.2M | 76.2K | 4.3% | ▲+0.2% Added · +131 sh | |
| 7 | Vanguard Intl Equity Index F TT WRLD ST ETF | $23.0M | 146.6K | 4.1% | ▼−2.7% Reduced · −4K sh | |
| 8 | Ishares TR INTL EQTY FACTOR | $19.7M | 480.0K | 3.5% | ▲+4.7% Added · +22K sh | |
| 9 | BlackRock ETF Trust ISHA IN CTRY ETF | $17.0M | 464.1K | 3.0% | ▲+78% Added · +204K sh | |
| 10 | Vanguard Index FDS VALUE ETF | $15.0M | 68.8K | 2.6% | ▲New New position | |
| 11 | J P Morgan Exchange Traded F US QUALTY FCTR | $14.7M | 203.6K | 2.6% | ▲+7.2% Added · +14K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $12.9M | 17.2K | 2.3% | ▲+1.3% Added · +224 sh | |
| 13 | Putnam ETF Trust FOCUSED LAR CAP | $12.7M | 248.6K | 2.2% | ▼−37% Reduced · −145K sh | |
| 14 | Ishares TR CORE S&P US VLU | $12.3M | 111.9K | 2.2% | ▲+15% Added · +14K sh | |
| 15 | Victory Portfolios II SHS FR CA FL ETF | $11.1M | 242.3K | 2.0% | ▼−1.9% Reduced · −5K sh | |
| 16 | Ishares TR US SML CAP EQT | $10.9M | 121.7K | 1.9% | ▲+11% Added · +12K sh | |
| 17 | Tidal Trust I UNLIMITED HFGM | $10.0M | 327.3K | 1.8% | ▲+8.6% Added · +26K sh | |
| 18 | Ishares Inc EMNG MKTS EQT | $9.9M | 135.5K | 1.7% | ▲+4.1% Added · +5K sh | |
| 19 | New York Life Invts Active E MACKAY CALI MUN | $9.5M | 435.8K | 1.7% | ▲+1.1% Added · +5K sh | |
| 20 | Fidelity Covington Trust ENHANCED LARGE | $8.3M | 207.2K | 1.5% | ▼−14% Reduced · −35K sh | |
| 21 | Harbor ETF Trust COMM ALL WEA ETF | $7.3M | 248.7K | 1.3% | ▲+7.6% Added · +18K sh | |
| 22 | American Centy ETF TR US QUALITY GROW | $6.9M | 58.7K | 1.2% | ▲+5.8% Added · +3K sh | |
| 23 | Berkshire Hathaway Inc Del CL A | $6.7M | 9 | 1.2% | —Held | |
| 24 | Vanguard Index FDS MID CAP ETF | $6.6M | 81.8K | 1.2% | ▲+338% Added · +63K sh | |
| 25 | ETF Ser Solutions DISTILLATE US | $5.7M | 95.1K | 1.0% | ▲+11% Added · +9K sh | |
| 26 | Chubb Limited COM | $4.8M | 14.0K | 0.8% | ▲~0% Added · +2 sh | |
| 27 | Alphabet Inc CAP STK CL A | $4.6M | 12.9K | 0.8% | ▼−25% Reduced · −4K sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $4.6M | 9.2K | 0.8% | ▼−6.5% Reduced · −641 sh | |
| 29 | Invesco QQQ TR UNIT SER 1 | $4.5M | 6.1K | 0.8% | ▼−1.3% Reduced · −82 sh | |
| 30 | Ishares TR ESG AWR MSCI USA | $4.1M | 25.0K | 0.7% | ▼−8.3% Reduced · −2K sh | |
| 31 | Meta Platforms Inc CL A | $3.3M | 5.9K | 0.6% | ▼−24% Reduced · −2K sh | |
| 32 | Alphabet Inc CAP STK CL C | $3.2M | 9.1K | 0.6% | ▼−0.7% Reduced · −63 sh | |
| 33 | Illumina Inc COM | $3.1M | 17.7K | 0.5% | ▼−14% Reduced · −3K sh | |
| 34 | JPMorgan Chase & Co COM | $3.1M | 9.4K | 0.5% | ▼−27% Reduced · −3K sh | |
| 35 | Starbucks Corp COM | $3.0M | 29.8K | 0.5% | ▼−5.0% Reduced · −2K sh | |
| 36 | Select Sector SPDR TR ST STR CARE ETF | $3.0M | 19.1K | 0.5% | ▲New New position | |
| 37 | Ishares TR CRE U S REIT ETF | $2.9M | 43.9K | 0.5% | ▲New New position | |
| 38 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.8M | 49.1K | 0.5% | ▲+0.5% Added · +231 sh | |
| 39 | Ishares TR MSCI EMG MKT ETF | $2.7M | 39.0K | 0.5% | ▼−0.9% Reduced · −372 sh | |
| 40 | Fortinet Inc COM | $2.7M | 17.3K | 0.5% | ▲New New position | |
| 41 | Ishares Gold TR ISHARES NEW | $2.6M | 34.5K | 0.5% | ▼−1.6% Reduced · −574 sh | |
| 42 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.6M | 3.7K | 0.5% | ▼−5.8% Reduced · −227 sh | |
| 43 | McDonalds Corp COM | $2.5M | 9.4K | 0.4% | —Held | |
| 44 | Johnson & Johnson COM | $2.5M | 9.7K | 0.4% | ▲~0% Added · +1 sh | |
| 45 | Markel Group Inc COM | $2.4M | 1.2K | 0.4% | ▼−13% Reduced · −185 sh | |
| 46 | Grayscale Bitcoin Mini TR Et SHS NEW | $2.3M | 89.0K | 0.4% | ▲+37% Added · +24K sh | |
| 47 | Houlihan Lokey Inc CL A | $2.2M | 16.5K | 0.4% | ▼−20% Reduced · −4K sh | |
| 48 | Capital Group Growth ETF SHS CREAT UNIT | $2.2M | 46.5K | 0.4% | ▲+15% Added · +6K sh | |
| 49 | Amazon Com Inc COM | $2.2M | 9.2K | 0.4% | ▲+3.5% Added · +312 sh | |
| 50 | Servicenow Inc COM | $2.2M | 22.1K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 133 | $567.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 115 | $445.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 115 | $434.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 116 | $415.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 114 | $379.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 104 | $335.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 105 | $289.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 144 | $305.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.