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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 IWF, SFLR, VTV, VOO, VXUS, and represent 34.64% of Wetzel Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SFLR, DYNF, VTV, VOO, EMGF, JHMM, BRTR, NBSD, WMT, IWF.
Started 4 new stock positions in VBR, PSX, AEE, MTRN.
Reduced shares in these 10 stocks: VXUS, ICVT, MDT, , ICE, SPGI, SCHB, CME, MSFT, AAPL.
Sold out of its positions in ICE, SPGI, SCHB, UNH, MDT.
Wetzel Investment Advisors was a net buyer of stock by $9.9M.
Wetzel Investment Advisors has $252M in assets under management (AUM), dropping by 1.86%.
Central Index Key (CIK): 0002009211

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Positions held by Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wetzel Investment Advisors

Wetzel Investment Advisors holds 131 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	9.4	$24M		56k	426.40	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	6.9	$17M	+12%	489k	35.44	View chart
Vanguard Index Fds Value Etf (VTV)	6.9	$17M	+11%	88k	196.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.5	$16M	+6%	27k	597.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.0	$13M	-4%	164k	77.11	View chart
JPMorgan Chase & Co. (JPM)	4.6	$12M		40k	294.16	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	4.5	$11M	+6%	225k	50.19	View chart
Eli Lilly & Co. (LLY)	4.1	$10M	+3%	11k	919.75	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.1	$5.4M	+6%	234k	22.91	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$5.0M		71k	69.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$5.0M		7.6k	652.14	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.9	$4.7M	-2%	23k	205.80	View chart
Spdr Series Trust State Street Spd (SPIB)	1.9	$4.7M		139k	33.54	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.8	$4.4M	-6%	43k	101.79	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$4.3M	+74%	74k	58.18	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.6	$3.9M	+22%	58k	67.12	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.5	$3.8M	-3%	51k	75.19	View chart
Citigroup Com New (C)	1.4	$3.6M		32k	113.41	View chart
Apple (AAPL)	1.4	$3.6M	-4%	14k	253.79	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.3	$3.3M	+3%	64k	51.93	View chart
First Tr Exchange-traded SHS (FDL)	1.3	$3.2M		62k	50.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$3.1M		45k	67.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.1	$2.7M		24k	112.11	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.0	$2.6M		28k	92.76	View chart
Wal-Mart Stores (WMT)	1.0	$2.5M	+22%	20k	124.53	View chart
Ishares Emng Mkts Eqt (EMGF)	0.9	$2.2M	+70%	36k	60.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$2.0M		6.9k	287.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$2.0M		9.2k	215.06	View chart
Marathon Petroleum Corp (MPC)	0.8	$1.9M	-2%	7.8k	244.18	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M	-9%	4.0k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.5M	-7%	5.2k	287.56	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.6	$1.4M		36k	40.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.6	$1.4M		34k	42.40	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M	-5%	8.0k	174.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.3M		6.2k	213.67	View chart
Neuberger Berman Etf Trust Short Duration I (NBSD)	0.5	$1.3M	+68%	26k	50.71	View chart
Ishares Tr Broad Usd High (USHY)	0.5	$1.3M	+4%	35k	36.84	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.3M	-6%	14k	92.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$1.2M	-10%	14k	90.53	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$1.2M		9.5k	121.93	View chart
Apa Corporation (APA)	0.4	$1.1M	+21%	26k	42.44	View chart
Broadcom (AVGO)	0.4	$1.0M	-5%	3.3k	309.51	View chart
Eaton Corp SHS (ETN)	0.4	$1.0M		2.9k	357.67	View chart
Johnson & Johnson (JNJ)	0.4	$1000k	-2%	4.1k	244.44	View chart
Prudential Financial (PRU)	0.4	$979k		10k	97.69	View chart
ConocoPhillips (COP)	0.4	$963k		7.3k	132.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$955k		1.7k	577.18	View chart
Exxon Mobil Corporation (XOM)	0.4	$955k	-11%	5.6k	169.66	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.3	$834k		700.00	1191.56	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$805k	+53%	17k	48.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$774k		16k	49.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$719k	+16%	12k	62.56	View chart
Union Pacific Corporation (UNP)	0.3	$714k	-2%	2.9k	242.62	View chart
Fifth Third Ban (FITB)	0.3	$709k		15k	46.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$709k		3.9k	181.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$707k		4.8k	148.10	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$699k	+119%	19k	36.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.3	$683k		15k	44.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$658k	-13%	5.3k	124.31	View chart
Raymond James Financial (RJF)	0.3	$656k	+12%	4.5k	144.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$622k	-3%	4.4k	142.43	View chart
Pfizer (PFE)	0.2	$607k	+8%	22k	28.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$598k	+67%	7.6k	78.41	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$596k	+54%	18k	32.41	View chart
Motorola Solutions Com New (MSI)	0.2	$595k	-2%	1.4k	435.18	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$590k	+64%	12k	50.62	View chart
Allstate Corporation (ALL)	0.2	$580k		2.8k	208.42	View chart
CenterPoint Energy (CNP)	0.2	$577k		13k	43.16	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$569k	-13%	12k	47.03	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$553k	+32%	14k	40.14	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$542k		12k	45.17	View chart
Amazon (AMZN)	0.2	$536k	-13%	2.6k	208.27	View chart
Trane Technologies SHS (TT)	0.2	$530k	-2%	1.3k	416.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$509k	-7%	3.7k	138.32	View chart
Chubb (CB)	0.2	$486k	-9%	1.5k	326.90	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$479k		3.8k	125.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$463k		1.3k	356.56	View chart
Cme (CME)	0.2	$447k	-27%	1.5k	295.35	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$446k	+88%	6.3k	70.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$426k	+62%	7.5k	56.68	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$424k		5.8k	73.14	View chart
Merck & Co (MRK)	0.2	$412k	-8%	3.4k	121.14	View chart
Hartford Financial Services (HIG)	0.2	$408k		3.0k	135.83	View chart
Home Depot (HD)	0.2	$402k	-12%	1.2k	328.89	View chart
Meta Platforms Cl A (META)	0.2	$393k		686.00	572.13	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$387k		2.6k	146.61	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$376k	+51%	6.8k	55.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$363k		15k	24.75	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$362k		5.9k	61.26	View chart
Verizon Communications (VZ)	0.1	$359k	-19%	7.2k	50.20	View chart
Strategy Gold Enhanced Et (GOLY)	0.1	$359k	+55%	12k	29.45	View chart
Cisco Systems (CSCO)	0.1	$351k	-7%	4.5k	77.59	View chart
Johnson Controls Internation SHS (JCI)	0.1	$346k	-15%	2.6k	131.35	View chart
Chevron Corporation (CVX)	0.1	$329k		1.6k	206.90	View chart
Waste Management (WM)	0.1	$310k	-16%	1.3k	229.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$309k	+39%	1.7k	184.28	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$307k		6.4k	47.82	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$305k		3.7k	82.84	View chart
Mirum Pharmaceuticals (MIRM)	0.1	$305k	+26%	3.3k	92.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$304k		3.1k	99.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$301k		7.1k	42.53	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$301k		2.7k	109.77	View chart
Unum (UNM)	0.1	$299k	-2%	4.1k	73.03	View chart
Micron Technology (MU)	0.1	$294k	-25%	869.00	337.99	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$290k	-6%	6.5k	44.87	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$289k		9.3k	30.96	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$287k		1.8k	161.73	View chart
Webster Financial Corporation (WBS)	0.1	$278k		4.0k	69.42	View chart
NiSource (NI)	0.1	$272k		5.8k	46.66	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$271k	-15%	7.0k	38.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$270k	+6%	2.8k	97.13	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$267k		2.5k	108.98	View chart
Portland Gen Elec Com New (POR)	0.1	$267k		5.0k	53.30	View chart
Automatic Data Processing (ADP)	0.1	$264k	-8%	1.3k	204.95	View chart
TJX Companies (TJX)	0.1	$263k	-7%	1.6k	159.70	View chart
Qualcomm (QCOM)	0.1	$258k		2.0k	128.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$251k	NEW	1.2k	217.25	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$250k	-24%	1.7k	145.94	View chart
Visa Com Cl A (V)	0.1	$247k	-4%	818.00	302.24	View chart
Coca-Cola Company (KO)	0.1	$247k		3.2k	76.59	View chart
Jackson Financial Com Cl A (JXN)	0.1	$243k		2.3k	105.72	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$236k		2.1k	110.86	View chart
Phillips 66 (PSX)	0.1	$236k	NEW	1.3k	182.18	View chart
Darden Restaurants (DRI)	0.1	$234k	-11%	1.2k	196.04	View chart
Air Products & Chemicals (APD)	0.1	$232k	-15%	799.00	290.49	View chart
Ameren Corporation (AEE)	0.1	$220k	NEW	2.0k	109.92	View chart
salesforce (CRM)	0.1	$219k	-12%	1.2k	186.67	View chart
Materion Corporation (MTRN)	0.1	$217k	NEW	1.5k	144.65	View chart
Abbvie (ABBV)	0.1	$215k		988.00	217.49	View chart
Tesla Motors (TSLA)	0.1	$212k	+3%	569.00	371.75	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$200k	-2%	1.5k	132.90	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 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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