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CIK: 0002009211
Total reported value
$288.7M
$288.7M
129 檔
29.0%
According to the latest 13F quarterly dataset, Wetzel Investment Advisors, Inc. managed an equity portfolio of $288.7M at the end of Q3 2025, spanning 129 distinct U.S. exchange-listed positions.
Wetzel Investment Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 11 new positions while fully exiting 5 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 11.01% | -1.49% | -1.11% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.56% | +2.60% | +0.21% | |
| 3 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 6.36% | +1.54% | +3.74% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.09% | -1.56% | -0.18% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.70% | -1.40% | -1.25% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.43% | -0.19% | -8.70% | |
| 7 | BRTR | Ishares Total Return Act ETF | ETF-Other | 4.40% | -0.06% | +7.91% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.15% | +0.56% | +0.08% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.14% | — | +14.72% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.13% | -0.14% | -2.10% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.08% | +1.55% | +9.24% | |
| 12 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.98% | -1.32% | -0.20% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.97% | -0.46% | -1.62% | |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.93% | -0.19% | +2.54% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.66% | +0.02% | -4.57% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.09% | +0.01% | |
| 17 | C | Citigroup Inc | Stock-Financials | 1.37% | -0.09% | -8.69% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.36% | -0.32% | +14.25% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.30% | -0.11% | -5.43% | |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.28% | +0.25% | -0.90% | |
| 21 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.20% | +0.22% | +3.08% | |
| 22 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.18% | -0.24% | -1.87% | |
| 23 | FTCS | First Trust Capital Strength | ETF-Other | 1.15% | -0.14% | -0.81% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.08% | -0.31% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.89% | -0.04% | -0.56% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | -0.05% | -4.58% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.40% | -1.25% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.66% | -0.10% | +0.12% | |
| 29 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.60% | -0.06% | -4.14% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.08% | -0.71% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.60% | -0.07% | -0.68% | |
| 32 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.58% | -0.16% | -8.95% | |
| 33 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.57% | +1.08% | +20.19% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.10% | -7.70% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.55% | -0.16% | -0.82% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.05% | -0.15% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.03% | -3.45% | |
| 38 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.48% | -0.01% | -1.85% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.47% | -0.02% | -0.30% | |
| 40 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.46% | -0.02% | +23.79% | |
| 41 | PRU | Prudential Financial Inc | Stock-Financials | 0.44% | -0.02% | -1.97% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.04% | — | |
| 43 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.39% | -0.01% | +15.65% | |
| 44 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.38% | -0.03% | — | |
| 45 | RJF | Raymond James Financial Inc | Stock-Financials | 0.37% | — | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.05% | — | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | -0.03% | -12.16% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.33% | +0.03% | -10.90% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | -0.09% | -4.28% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.31% | -0.01% | -1.64% |
According to official SEC Form 13F filings, Wetzel Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $288.7M across 129 disclosed positions in Q3 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 IWF, VOO, SFLR) accounted for 29.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRTR
市值: $10.3M
Top Position Liquidated / Trimmed
PFF
前期市值: $1.3M
During Q3 2025, Wetzel Investment Advisors, Inc.'s top holdings by market value included IWF (11.0%)、VOO (6.6%)、SFLR (6.4%). The largest single position, IWF, represented 11.0% of total portfolio value.
In Q3 2025, Wetzel Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 9 positions, trimming 25 holdings, and fully liquidating 5 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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