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CIK: 0001846789
Total reported value
$294.1M
$294.1M
48 檔
44.8%
In Q2 2025, Weitzel Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $294.1M, distributed across 48 disclosed stock positions.
In Q2 2025, Weitzel Financial Services, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 21.81% | +0.65% | +2.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.49% | -0.18% | +0.85% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.16% | -0.42% | +2.78% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.91% | -0.14% | +2.59% | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 5.44% | -0.30% | -0.90% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.06% | -0.34% | +1.25% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.95% | -0.39% | -6.39% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 4.16% | -0.28% | +3.38% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.15% | +0.49% | +2.50% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 3.80% | +0.31% | +3.82% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.43% | -0.26% | +0.49% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.39% | +0.30% | +3.99% | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.99% | -0.01% | +1.12% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.74% | -0.15% | -1.62% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.38% | — | +0.42% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.37% | +0.26% | -4.32% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.22% | +0.20% | +8.35% | |
| 18 | FMB | First Trust Managed Municipa | ETF-Other | 0.96% | -0.05% | -4.23% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.77% | -0.07% | +1.63% | |
| 20 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.53% | -0.08% | +823.24% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.51% | -0.03% | +6.69% | |
| 22 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.48% | +0.15% | — | |
| 23 | USB | US Bancorp | Stock-Financials | 0.43% | +0.02% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.01% | +25.87% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.30% | -0.01% | -0.59% | |
| 26 | LNT | Alliant Energy CORP | Stock-Utilities | 0.26% | — | +0.58% | |
| 27 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.24% | +0.03% | +28.72% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.23% | +0.34% | +34.36% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | -0.02% | -0.75% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | — | -0.81% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | +0.01% | -6.20% | |
| 32 | ✓ | Stock-Other | 0.19% | — | — | ||
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | -0.01% | +2.11% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | +0.01% | — | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.15% | -0.01% | +0.08% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | — | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.12% | — | +7.10% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.11% | +0.14% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | -0.10% | EXIT | |
| 41 | SLV | Ishares Silver Trust | ETF-Commodities | 0.11% | -0.19% | EXIT | |
| 42 | FLXS | Flexsteel Inds | Stock-Other | 0.10% | +0.03% | +1.01% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.10% | — | — | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.10% | -0.05% | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.10% | — | — | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.09% | +0.01% | — | |
| 47 | SHYM | Ishares Short Duration High | ETF-Other | 0.09% | +0.08% | — | |
| 48 | MJNA | Medical Marijuana Inc | Stock-Other | — | — | NEW |
According to official SEC Form 13F filings, Weitzel Financial Services, Inc. reported a total U.S. public equity portfolio value of $294.1M across 48 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, VEA, SPAB) accounted for 44.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
AOR
市值: $1.1M
Top Position Liquidated / Trimmed
PSLV
前期市值: $119.3K
During Q2 2025, Weitzel Financial Services, Inc.'s top holdings by market value included SPTM (21.8%)、VEA (14.5%)、SPAB (7.2%). The largest single position, SPTM, represented 21.8% of total portfolio value.
In Q2 2025, Weitzel Financial Services, Inc. made 46 total portfolio adjustments, initiating 11 new buys, adding to 24 positions, trimming 10 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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