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CIK: 0001846789
Total reported value
$294.1M
$294.1M
48 檔
46.7%
According to the latest 13F quarterly dataset, Weitzel Financial Services, Inc. managed an equity portfolio of $294.1M at the end of Q3 2025, spanning 48 distinct U.S. exchange-listed positions.
In Q3 2025, Weitzel Financial Services, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 26 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 | 21.72% | +0.65% | +0.22% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.60% | -0.18% | +1.79% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.12% | -0.42% | +2.08% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.83% | -0.14% | +3.36% | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 5.55% | -0.30% | +4.04% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.96% | -0.34% | +1.66% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.93% | -0.39% | +2.59% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.18% | +0.49% | +1.34% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 4.08% | -0.28% | -0.57% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 3.82% | +0.31% | +1.34% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.50% | +0.30% | +3.72% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.22% | -0.26% | +1.42% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.69% | -0.15% | +1.45% | |
| 14 | DE | Deere & Co | Stock-Industrials | 1.68% | -0.01% | +0.05% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.48% | +0.26% | +8.27% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.39% | — | -1.73% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.37% | +0.20% | +13.12% | |
| 18 | FMB | First Trust Managed Municipa | ETF-Other | 0.77% | -0.05% | -18.21% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | -0.07% | +0.35% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.59% | +0.15% | +25.12% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.52% | -0.03% | +2.57% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.52% | -0.08% | +1.61% | |
| 23 | USB | US Bancorp | Stock-Financials | 0.43% | +0.02% | -0.30% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.42% | +0.34% | +82.16% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.01% | — | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.28% | +0.03% | +20.51% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.27% | -0.01% | -5.37% | |
| 28 | LNT | Alliant Energy CORP | Stock-Utilities | 0.26% | — | +0.56% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.02% | +0.76% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.01% | — | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | — | -0.12% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | +0.01% | — | |
| 33 | ✓ | Stock-Other | 0.18% | — | — | ||
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | +0.01% | +2.76% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.14% | -0.01% | — | |
| 36 | SLV | Ishares Silver Trust | ETF-Commodities | 0.14% | -0.19% | EXIT | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.14% | — | +15.25% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | — | — | |
| 39 | FLXS | Flexsteel Inds | Stock-Other | 0.13% | +0.03% | +0.45% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | -0.05% | — | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.11% | +0.14% | — | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.11% | — | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | -0.10% | EXIT | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.10% | — | — | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.10% | +0.01% | +10.41% | |
| 47 | SHYM | Ishares Short Duration High | ETF-Other | 0.09% | +0.08% | — | |
| 48 | PGX | Invesco Preferred ETF | ETF-Other | 0.07% | -0.01% | — |
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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, VEA, SPAB) accounted for 46.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
AOR
市值: $1.4M
Top Position Liquidated / Trimmed
HYMB
前期市值: $494.9K
During Q3 2025, Weitzel Financial Services, Inc.'s top holdings by market value included SPTM (21.7%)、VEA (14.6%)、SPAB (7.1%). The largest single position, SPTM, represented 21.7% of total portfolio value.
In Q3 2025, Weitzel Financial Services, Inc. made 48 total portfolio adjustments, initiating 12 new buys, adding to 26 positions, trimming 8 holdings, and fully liquidating 2 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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