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CIK: 0001846789
Total reported value
$294.1M
$294.1M
47 檔
49.2%
During the Q4 2025 filing period, Weitzel Financial Services, Inc. (CIK: 0001846789) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $294.1M across 47 reported positions.
In Q4 2025, Weitzel Financial Services, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 29 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 | 21.48% | +0.65% | +0.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.97% | -0.18% | +1.63% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.06% | -0.14% | +4.37% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 6.92% | -0.42% | +2.80% | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 5.58% | -0.30% | +4.32% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.84% | -0.39% | +3.05% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.67% | -0.34% | +1.59% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.20% | +0.49% | +2.79% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 3.94% | +0.31% | +2.06% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 3.84% | -0.28% | -1.40% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.66% | +0.30% | +6.25% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.06% | -0.26% | +1.30% | |
| 13 | DE | Deere & Co | Stock-Industrials | 1.68% | -0.01% | +0.03% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.61% | -0.15% | -0.13% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.59% | +0.26% | +7.84% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.54% | +0.20% | +12.04% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.44% | — | +0.02% | |
| 18 | FMB | First Trust Managed Municipa | ETF-Other | 0.75% | -0.05% | +1.64% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | -0.07% | -1.25% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.61% | +0.15% | +6.30% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.56% | +0.34% | +36.23% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | -0.03% | +3.02% | |
| 23 | USB | US Bancorp | Stock-Financials | 0.48% | +0.02% | — | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.45% | -0.08% | -9.34% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.01% | +6.07% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.28% | +0.03% | +0.53% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.25% | -0.01% | -4.10% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.24% | -0.02% | +14.31% | |
| 29 | LNT | Alliant Energy CORP | Stock-Utilities | 0.23% | — | -3.89% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.01% | — | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | — | — | |
| 32 | SLV | Ishares Silver Trust | ETF-Commodities | 0.18% | -0.19% | EXIT | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | +0.01% | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | +0.01% | -2.15% | |
| 35 | ✓ | Stock-Other | 0.16% | — | -7.28% | ||
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.14% | — | +39.10% | |
| 37 | SHYM | Ishares Short Duration High | ETF-Other | 0.14% | +0.08% | +72.19% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-Other | 0.14% | -0.01% | +1.19% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.13% | — | +0.51% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.12% | — | -2.68% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | -0.05% | +2.61% | |
| 42 | FLXS | Flexsteel Inds | Stock-Other | 0.11% | +0.03% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | -0.10% | EXIT | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.10% | +0.01% | +2.04% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.10% | — | — | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.09% | +0.14% | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | — |
According to official SEC Form 13F filings, Weitzel Financial Services, Inc. reported a total U.S. public equity portfolio value of $294.1M across 47 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, VEA, SCHD) accounted for 49.2% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
PGX
前期市值: $171.4K
During Q4 2025, Weitzel Financial Services, Inc.'s top holdings by market value included SPTM (21.5%)、VEA (15.0%)、SCHD (7.1%). The largest single position, SPTM, represented 21.5% of total portfolio value.
In Q4 2025, Weitzel Financial Services, Inc. made 39 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 9 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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