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CIK: 0002009211
Total reported value
$288.7M
$288.7M
132 檔
29.8%
During the Q4 2025 filing period, Wetzel Investment Advisors, Inc. (CIK: 0002009211) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $288.7M across 132 reported positions.
In Q4 2025, Wetzel Investment Advisors, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 10.43% | -1.49% | -1.20% | |
| 2 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 6.52% | +1.54% | +5.69% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.50% | +2.60% | +2.31% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.10% | -1.56% | +3.66% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.23% | -1.40% | -5.88% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.21% | -0.19% | -1.11% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.72% | +0.56% | +12.16% | |
| 8 | BRTR | Ishares Total Return Act ETF | ETF-Other | 4.32% | -0.06% | +3.89% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | — | -0.13% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.05% | +1.55% | +4.27% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.00% | -0.14% | -0.55% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.92% | -0.46% | +0.74% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.87% | -0.19% | +2.00% | |
| 14 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.85% | -1.32% | +0.11% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.61% | -0.09% | +1.77% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.60% | +0.02% | -0.79% | |
| 17 | C | Citigroup Inc | Stock-Financials | 1.49% | -0.09% | -0.32% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.33% | -0.32% | +4.14% | |
| 19 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.26% | +0.22% | +9.69% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.24% | -0.11% | -0.69% | |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.20% | +0.25% | -0.04% | |
| 22 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.14% | -0.24% | -0.62% | |
| 23 | FTCS | First Trust Capital Strength | ETF-Other | 1.07% | -0.14% | -0.96% | |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.04% | +1.08% | +87.22% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.08% | -2.19% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.82% | -0.05% | -0.05% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.82% | -0.04% | -1.01% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.40% | -0.19% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.05% | +5.41% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.08% | +11.74% | |
| 31 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.62% | -0.02% | +40.00% | |
| 32 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.58% | -0.06% | -0.92% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.56% | -0.07% | -0.62% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.10% | -0.59% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | -0.16% | -0.80% | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.53% | -0.10% | -0.07% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.51% | -0.16% | -6.02% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.03% | +0.79% | |
| 39 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.49% | -0.01% | +30.24% | |
| 40 | PRU | Prudential Financial Inc | Stock-Financials | 0.46% | -0.02% | +0.95% | |
| 41 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.46% | -0.01% | -2.06% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.04% | — | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.38% | -0.02% | -1.09% | |
| 44 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.36% | -0.03% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.05% | +0.57% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.32% | +0.03% | +0.18% | |
| 47 | NBSD | Neuberger Short Duration Inc | ETF-Other | 0.31% | -0.18% | +38.86% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | -0.03% | -0.45% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.12% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | -0.09% | -2.54% |
According to official SEC Form 13F filings, Wetzel Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $288.7M across 132 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 IWF, SFLR, VOO) accounted for 29.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
THRO
市值: $339.1K
Top Position Liquidated / Trimmed
BND
前期市值: $319.3K
During Q4 2025, Wetzel Investment Advisors, Inc.'s top holdings by market value included IWF (10.4%)、SFLR (6.5%)、VOO (6.5%). The largest single position, IWF, represented 10.4% of total portfolio value.
In Q4 2025, Wetzel Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 12 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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