Wetzel Investment Advisors, Inc. 13F Holdings · Q2 2026
Wetzel Investment Advisors, Inc. reported 139 securities worth $288.65M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (9.06%), SFLR (8.44%), IWF (7.91%). Among its top 25 positions this quarter: 1 new, 10 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $26.2M | 9.06% | 38,096 | Added |
| 2 | SFLR | INNOVATOR ETFS TRUST | $24.4M | 8.44% | 631,184 | Added |
| 3 | IWF | ISHARES TR | $22.8M | 7.91% | 183,929 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $15.3M | 5.29% | 70,122 | Trimmed |
| 5 | LLY | ELI LILLY & CO | $13.5M | 4.68% | 11,256 | Hold |
| 6 | JPM | JPMORGAN CHASE & CO | $12.9M | 4.46% | 39,301 | Trimmed |
| 7 | BRTR | BLACKROCK ETF TRUST II | $12.7M | 4.42% | 253,283 | Added |
| 8 | GOVT | ISHARES TR | $10.6M | 3.68% | 466,531 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $10.5M | 3.63% | 122,607 | Trimmed |
| 10 | DYNF | BLACKROCK ETF TRUST | $8.0M | 2.79% | 118,288 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $5.7M | 1.97% | 7,601 | Trimmed |
| 12 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $5.1M | 1.78% | 68,521 | Added |
| 13 | VXF | VANGUARD INDEX FDS | $5.1M | 1.75% | 20,517 | Trimmed |
| 14 | SPIB | SPDR SERIES TRUST | $4.8M | 1.66% | 143,270 | Added |
| 15 | SPHQ | INVESCO EXCHANGE TRADED FD T | $4.5M | 1.54% | 49,439 | Trimmed |
| 16 | IEMG | ISHARES INC | $4.4M | 1.52% | 52,943 | Trimmed |
| 17 | C | CITIGROUP INC | $3.9M | 1.34% | 27,641 | Trimmed |
| 18 | SPMO | INVESCO EXCH TRADED FD TR II | $3.9M | 1.34% | 23,983 | Trimmed |
| 19 | AAPL | APPLE INC | $3.8M | 1.33% | 13,265 | Trimmed |
| 20 | THRO | BLACKROCK ETF TRUST | $3.4M | 1.18% | 78,792 | Added |
| 21 | IJH | ISHARES TR | $3.2M | 1.11% | 41,651 | Trimmed |
| 22 | IALT | BLACKROCK ETF TRUST | $3.0M | 1.04% | 107,196 | New |
| 23 | FDL | FIRST TR EXCHANGE-TRADED FD | $2.9M | 1.02% | 60,260 | Trimmed |
| 24 | BINC | BLACKROCK ETF TRUST II | $2.9M | 1.01% | 55,779 | Trimmed |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $2.8M | 0.95% | 56,843 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR