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CIK: 0002009211
Total reported value
$288.7M
$288.7M
131 檔
30.2%
At the close of Q1 2026, Wetzel Investment Advisors, Inc. disclosed equity holdings valued at approximately $288.7M, spread across 131 reported holdings.
In Q1 2026, Wetzel Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 69 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 9.40% | -1.49% | +1.87% | |
| 2 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 6.90% | +1.54% | +12.13% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 6.85% | -1.56% | +11.28% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.46% | +2.60% | +6.22% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.03% | -1.40% | -4.24% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.65% | -0.19% | -0.47% | |
| 7 | BRTR | Ishares Total Return Act ETF | ETF-Other | 4.48% | -0.06% | +6.80% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.12% | +0.56% | +3.78% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.13% | +1.55% | +6.55% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.98% | -0.46% | +1.16% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.97% | — | +1.35% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.89% | -0.14% | -2.60% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.85% | -0.19% | +1.78% | |
| 14 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.76% | -1.32% | -6.52% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.71% | +1.08% | +74.54% | |
| 16 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.56% | +0.22% | +22.94% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.52% | +0.02% | -3.47% | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.43% | -0.09% | +0.64% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.42% | -0.09% | -4.23% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.33% | -0.32% | +3.10% | |
| 21 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.26% | -0.24% | -1.69% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.22% | -0.11% | -1.90% | |
| 23 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.09% | +0.25% | -1.45% | |
| 24 | FTCS | First Trust Capital Strength | ETF-Other | 1.05% | -0.14% | -0.20% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.40% | +22.28% | |
| 26 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.86% | -0.01% | +70.99% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | -0.04% | -0.46% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | -0.05% | -0.35% | |
| 29 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.76% | -0.10% | -2.52% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.08% | -9.99% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.05% | -7.35% | |
| 32 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.58% | -0.02% | +0.56% | |
| 33 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.57% | -0.06% | -1.95% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.08% | -5.12% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.53% | -0.16% | -1.22% | |
| 36 | NBSD | Neuberger Short Duration Inc | ETF-Other | 0.52% | -0.18% | +68.66% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.52% | -0.16% | +4.50% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.07% | -6.55% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | -0.10% | -10.16% | |
| 40 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.46% | -0.01% | -0.11% | |
| 41 | APA | Apa CORP | Stock-Energy | 0.44% | -0.15% | +21.07% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | -0.03% | -5.77% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | -0.02% | -1.72% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.05% | -2.87% | |
| 45 | PRU | Prudential Financial Inc | Stock-Financials | 0.39% | -0.02% | -0.05% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.38% | -0.12% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.04% | -0.06% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.12% | -11.79% | |
| 49 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.33% | -0.03% | — | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.32% | +0.63% | +53.82% |
According to official SEC Form 13F filings, Wetzel Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $288.7M across 131 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, SFLR, VTV) accounted for 30.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
VBR
市值: $250.5K
Top Position Liquidated / Trimmed
MDT
前期市值: $260.1K
During Q1 2026, Wetzel Investment Advisors, Inc.'s top holdings by market value included IWF (9.4%)、SFLR (6.9%)、VTV (6.8%). The largest single position, IWF, represented 9.4% of total portfolio value.
In Q1 2026, Wetzel Investment Advisors, Inc. made 121 total portfolio adjustments, initiating 4 new buys, adding to 43 positions, trimming 69 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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