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Wetzel Investment Advisors

Latest statistics and disclosures from Wetzel Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SFLR, IWF, VTV, LLY, and represent 35.39% of Wetzel Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$16M), VOO (+$7.5M), SFLR (+$5.5M), GOVT (+$5.3M), DYNF, IALT, THRO, BNDX, VO, BRTR.
Started 16 new stock positions in KHC, IEF, KXI, PRQR, AMD, IALT, FNDF, GLW, GE, EUHY. VLUE, SCHB, RJDI, VEA, CORO, SYSB.
Reduced shares in these 10 stocks: ICVT, VTV, VXUS, IEMG, VYM, VXF, C, WMT, IWD, BINC.
Sold out of its positions in CVX, DRI, EFA, PSX, CRM, VYM, VOE, VBR.
Wetzel Investment Advisors was a net buyer of stock by $30M.
Wetzel Investment Advisors has $289M in assets under management (AUM), dropping by 14.76%.
Central Index Key (CIK): 0002009211

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Portfolio Holdings for Wetzel Investment Advisors

Wetzel Investment Advisors holds 139 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.1	$26M	+40%	38k	686.81	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	8.4	$24M	+28%	631k	38.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	7.9	$23M	+231%	184k	124.17	View chart
Vanguard Index Fds Value Etf (VTV)	5.3	$15M	-20%	70k	217.93	View chart
Eli Lilly & Co. (LLY)	4.7	$14M		11k	1199.43	View chart
JPMorgan Chase & Co. (JPM)	4.5	$13M		39k	327.33	View chart
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)	4.4	$13M	+12%	253k	50.33	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.7	$11M	+99%	467k	22.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.6	$11M	-25%	123k	85.49	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.8	$8.0M	+59%	118k	68.01	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$5.7M		7.6k	748.67	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.8	$5.1M	+17%	69k	74.96	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.8	$5.1M	-10%	21k	246.21	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	1.7	$4.8M	+3%	143k	33.46	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.5	$4.5M	-2%	49k	90.10	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$4.4M	-25%	53k	82.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.3	$3.9M		24k	161.54	View chart
Citigroup Com New (C)	1.3	$3.9M	-12%	28k	139.96	View chart
Apple (AAPL)	1.3	$3.8M	-5%	13k	289.36	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	1.2	$3.4M	+308%	79k	43.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$3.2M	-8%	42k	77.11	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	1.0	$3.0M	NEW	107k	28.05	View chart
First Tr Exchange-traded SHS (FDL)	1.0	$2.9M	-3%	60k	48.66	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.0	$2.9M	-13%	56k	52.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.8M	+239%	57k	48.43	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$2.6M	-2%	28k	93.92	View chart
Ishares Emng Mkts Eqt (EMGF)	0.8	$2.5M	-6%	34k	73.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$2.2M	+285%	27k	80.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$2.1M	-2%	9.0k	236.62	View chart
Marathon Petroleum Corp (MPC)	0.7	$1.9M	-5%	7.4k	255.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.9M		5.2k	357.37	View chart
NVIDIA Corporation (NVDA)	0.6	$1.8M	+13%	9.1k	200.09	View chart
Wal-Mart Stores (WMT)	0.6	$1.7M	-23%	15k	113.26	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.6	$1.6M		36k	45.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.5	$1.5M	-2%	33k	44.73	View chart
Microsoft Corporation (MSFT)	0.5	$1.5M	-2%	3.9k	373.02	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$1.3M		9.3k	139.87	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$1.3M	-75%	11k	121.74	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$1.2M	-5%	13k	96.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.2M		1.7k	737.21	View chart
Eaton Corp SHS (ETN)	0.4	$1.1M	-7%	2.6k	426.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.1M	-13%	12k	96.58	View chart
Broadcom (AVGO)	0.4	$1.1M	-12%	2.9k	377.75	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.4	$1.1M	NEW	29k	36.60	View chart
Prudential Financial (PRU)	0.4	$1.1M		9.9k	107.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.1M	-30%	4.4k	242.43	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$1.0M	-21%	28k	37.02	View chart
Micron Technology (MU)	0.3	$1.0M		867.00	1154.29	View chart
Johnson & Johnson (JNJ)	0.3	$999k	-3%	3.9k	253.97	View chart
Neuberger Berman Etf Trust Short Duration I (NBSD)	0.3	$984k	-23%	20k	50.51	View chart
Jackson Financial Com Cl A (JXN)	0.3	$932k	+295%	9.1k	102.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$891k	-9%	3.5k	252.23	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.3	$878k		700.00	1254.50	View chart
Fifth Third Ban (FITB)	0.3	$847k		15k	56.77	View chart
Apa Corporation (APA)	0.3	$847k		26k	32.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$795k		16k	50.58	View chart
Union Pacific Corporation (UNP)	0.3	$783k	-2%	2.9k	272.00	View chart
Raymond James Financial (RJF)	0.3	$765k	+11%	5.0k	152.03	View chart
ConocoPhillips (COP)	0.3	$759k		7.3k	103.96	View chart
Exxon Mobil Corporation (XOM)	0.3	$756k		5.5k	136.72	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$715k		12k	62.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.2	$686k	-4%	15k	47.12	View chart
Allstate Corporation (ALL)	0.2	$662k		2.8k	239.03	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$618k	-13%	3.8k	164.27	View chart
Amazon (AMZN)	0.2	$611k		2.6k	238.34	View chart
CenterPoint Energy (CNP)	0.2	$589k		13k	44.04	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$569k	-3%	18k	32.14	View chart
Trane Technologies SHS (TT)	0.2	$552k	-11%	1.1k	491.16	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$549k		12k	45.76	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$533k		3.8k	141.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$532k		1.3k	409.50	View chart
Motorola Solutions Com New (MSI)	0.2	$519k	-8%	1.2k	416.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$495k	-36%	3.3k	148.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$476k		6.3k	75.79	View chart
Pfizer (PFE)	0.2	$467k	-10%	19k	24.08	View chart
Cisco Systems (CSCO)	0.2	$449k	-15%	3.8k	117.46	View chart
Materion Corporation (MTRN)	0.2	$446k		1.5k	297.39	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$440k		5.9k	74.90	View chart
Carillon Ser Tr Rj Ea Gcm Di Etf (RJDI)	0.1	$422k	NEW	14k	29.39	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$421k		2.7k	158.66	View chart
Chubb (CB)	0.1	$418k	-17%	1.2k	341.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$411k	-3%	7.3k	56.48	View chart
Hartford Financial Services (HIG)	0.1	$399k		3.0k	133.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$387k	-33%	2.5k	156.95	View chart
Mirum Pharmaceuticals (MIRM)	0.1	$386k		3.3k	117.07	View chart
Merck & Co (MRK)	0.1	$386k	-12%	3.0k	129.35	View chart
Qualcomm (QCOM)	0.1	$370k		2.0k	184.79	View chart
Unum (UNM)	0.1	$355k	-2%	4.0k	89.40	View chart
Home Depot (HD)	0.1	$352k	-18%	998.00	352.68	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$351k	NEW	6.6k	52.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$342k		9.3k	36.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$335k	NEW	4.7k	71.25	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$335k		2.7k	122.40	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$327k	-41%	8.1k	40.29	View chart
Johnson Controls Internation SHS (JCI)	0.1	$323k	-16%	2.2k	146.51	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$320k	-45%	6.6k	48.18	View chart
Kraft Heinz (KHC)	0.1	$320k	NEW	14k	23.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$318k		7.0k	45.52	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$312k	-5%	1.7k	185.23	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$308k		5.8k	53.11	View chart
Strategy Gold Enhanced Et (GOLY)	0.1	$307k		12k	25.15	View chart
Webster Financial Corporation (WBS)	0.1	$306k		4.0k	76.42	View chart
Advanced Micro Devices (AMD)	0.1	$301k	NEW	518.00	580.91	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$301k	-9%	3.3k	90.47	View chart
Waste Management (WM)	0.1	$300k		1.3k	222.88	View chart
Corning Incorporated (GLW)	0.1	$300k	NEW	1.2k	255.43	View chart
Cme (CME)	0.1	$297k	-11%	1.3k	220.83	View chart
Meta Platforms Cl A (META)	0.1	$292k	-24%	519.00	563.29	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$291k	-29%	4.8k	60.29	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$278k	NEW	3.1k	88.72	View chart
NiSource (NI)	0.1	$277k		5.8k	47.55	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$275k	-11%	5.7k	48.35	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$269k	-6%	2.3k	117.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$266k	-12%	2.7k	98.99	View chart
Portland Gen Elec Com New (POR)	0.1	$262k		5.0k	52.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$260k	-36%	9.4k	27.70	View chart
Automatic Data Processing (ADP)	0.1	$259k	-10%	1.1k	225.71	View chart
Visa Com Cl A (V)	0.1	$256k	-8%	745.00	343.09	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$246k	-5%	1.6k	152.18	View chart
Ishares Euro High Yield (EUHY)	0.1	$242k	NEW	4.5k	53.86	View chart
Abbvie (ABBV)	0.1	$241k	-3%	958.00	251.64	View chart
Verizon Communications (VZ)	0.1	$237k	-21%	5.6k	42.34	View chart
Ge Aerospace Com New (GE)	0.1	$230k	NEW	615.00	373.73	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$229k	-20%	1.2k	190.52	View chart
Ameren Corporation (AEE)	0.1	$226k		2.0k	113.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$226k	NEW	7.8k	28.96	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$220k	-3%	2.1k	107.13	View chart
Tesla Motors (TSLA)	0.1	$220k	-8%	522.00	420.60	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$218k	NEW	1.1k	199.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$215k	-63%	2.8k	77.91	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$213k	NEW	2.3k	94.57	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$212k	-35%	4.2k	50.61	View chart
TJX Companies (TJX)	0.1	$209k	-16%	1.4k	151.50	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$207k	-27%	5.1k	40.96	View chart
Air Products & Chemicals (APD)	0.1	$207k	-11%	707.00	293.18	View chart
Coca-Cola Company (KO)	0.1	$206k	-21%	2.5k	81.80	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$200k	NEW	3.0k	67.53	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$200k	-66%	4.0k	50.58	View chart
Proqr Thrapeutics N V Shs Euro (PRQR)	0.0	$20k	NEW	11k	1.86	View chart

Past Filings by Wetzel Investment Advisors

SEC 13F filings are viewable for Wetzel Investment Advisors going back to 2023

Wetzel Investment Advisors 2026 Q2 filed July 23, 2026
Wetzel Investment Advisors 2026 Q1 filed April 22, 2026
Wetzel Investment Advisors 2025 Q4 filed Jan. 22, 2026
Wetzel Investment Advisors 2025 Q3 filed Oct. 27, 2025
Wetzel Investment Advisors 2025 Q2 filed July 18, 2025
Wetzel Investment Advisors 2025 Q1 filed April 22, 2025
Wetzel Investment Advisors 2024 Q4 filed Jan. 22, 2025
Wetzel Investment Advisors 2024 Q3 filed Oct. 29, 2024
Wetzel Investment Advisors 2024 Q2 filed Aug. 7, 2024
Wetzel Investment Advisors 2024 Q1 filed April 23, 2024
Wetzel Investment Advisors 2023 Q4 filed Jan. 31, 2024

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