WETZEL INVESTMENT ADVISORS, INC.
CIK: 0002009211Latest portfolio: $246.9M · Q4 2025
Holdings
132
Total Value
$246.9M
New Positions
131
Closed Positions
0
Top Holdings
View All 132 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IWFISHARES TR | 54,439 | $25.8M | 10.43% | NEW | |
| 2 | SFLRINNOVATOR ETFS TRUST | 436,484 | $16.1M | 6.52% | NEW | |
| 3 | VOOVANGUARD INDEX FDS | 25,603 | $16.1M | 6.50% | NEW | |
| 4 | VTVVANGUARD INDEX FDS | 78,921 | $15.1M | 6.10% | NEW | |
| 5 | VXUSVANGUARD STAR FDS | 171,262 | $12.9M | 5.23% | NEW | |
| 6 | JPMJPMORGAN CHASE & CO. | 39,912 | $12.9M | 5.21% | NEW | |
| 7 | LLYELI LILLY & CO | 10,846 | $11.7M | 4.72% | NEW | |
| 8 | BRTRBLACKROCK ETF TRUST II | 210,290 | $10.7M | 4.32% | NEW | |
| 9 | SPYSPDR S&P 500 ETF TR | 7,502 | $5.1M | 2.08% | NEW | |
| 10 | AQLTISHARES TR | 219,858 | $5.1M | 2.05% | NEW | |
| 11 | VXFVANGUARD INDEX FDS | 23,663 | $4.9M | 2.00% | NEW | |
| 12 | IEMGISHARES INC | 70,423 | $4.7M | 1.92% | NEW | |
| 13 | SPIBSPDR SERIES TRUST | 136,355 | $4.6M | 1.87% | NEW | |
| 14 | ICVTISHARES TR | 46,416 | $4.6M | 1.85% | NEW | |
| 15 | AAPLAPPLE INC | 14,665 | $4.0M | 1.61% | NEW | |
| 16 | SPHQINVESCO EXCHANGE TRADED FD T | 52,741 | $4.0M | 1.60% | NEW | |
| 17 | TRVCCITIGROUP INC | 31,441 | $3.7M | 1.49% | NEW | |
| 18 | BINCBLACKROCK ETF TRUST II | 62,390 | $3.3M | 1.33% | NEW | |
| 19 | JHMMJOHN HANCOCK EXCHANGE TRADED | 47,485 | $3.1M | 1.26% | NEW | |
| 20 | IJHISHARES TR | 46,209 | $3.0M | 1.23% | NEW | |
| 21 | KLMNINVESCO EXCH TRADED FD TR II | 24,746 | $3.0M | 1.20% | NEW | |
| 22 | FDLFIRST TR EXCHANGE-TRADED FD | 63,316 | $2.8M | 1.14% | NEW | |
| 23 | FTCSFIRST TR EXCHANGE-TRADED FD | 28,482 | $2.6M | 1.07% | NEW | |
| 24 | DYNFBLACKROCK ETF TRUST | 42,404 | $2.6M | 1.04% | NEW | |
| 25 | MSFTMICROSOFT CORP | 4,475 | $2.2M | 0.88% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.5766160561507314e+273T)
Technology0.0% ($3.9862163156912303e+21T)
Unknown0.0% ($1.6098506236682953e+21T)
Healthcare0.0% ($11655870498394258.0T)
Industrials0.0% ($927700507.4T)
Energy0.0% ($1308767.7T)
Consumer Cyclical0.0% ($687478.3T)
Utilities0.0% ($519.2B)
Consumer Defensive0.0% ($1.8B)
Communication Services0.0% ($1.7B)
Basic Materials0.0% ($233K)
Filing History
Fund Information
WETZEL INVESTMENT ADVISORS, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $246.9M across 132 holdings. The largest position is ISHARES TR (IWF), representing 10.4% of the portfolio. Compared to the previous quarter, the fund opened 132 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.