§ 13F · FUND PROFILE
Weitzel Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $236.2T (13F)Positions · 48Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTM | ST SRT SPDR PTFL S&P 1500 CMPST ETF | 671K | $55.5T | 21.5% | ±0% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 612K | $38.7T | 15.0% | +2% |
| 3 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 658K | $18.2T | 7.1% | +4% |
| 4 | SPAB | ST SRT SPDR PRTFL AGRGT BD ET ETF IV | 695K | $17.9T | 6.9% | +3% |
| 5 | AOM | ISHARES CORE 40 60 MOD ALL ETF | 301K | $14.4T | 5.6% | +4% |
| 6 | LMBS | FRST TRT LOW DTN OPNTS ETF IV | 250K | $12.5T | 4.8% | +3% |
| 7 | BNDX | VANGUARD TOTAL INTERNATIONAL BND ETF | 250K | $12.1T | 4.7% | +2% |
| 8 | QQQ | INVSC QQQ TRUST SRS 1 ETF | 18K | $10.9T | 4.2% | +3% |
| 9 | RDVY | FT RISING DIVIDEND ACHIEVERS ETF | 145K | $10.2T | 3.9% | +2% |
| 10 | MUB | ISHARES NATIONAL MUNI BOND ETF | 93K | $9.9T | 3.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEITZEL SIGNAL
AC read
Weitzel Financial Services, Inc. is a Other fund managing $236228.0 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed