§ 13F · FUND PROFILE
WETZEL INVESTMENT ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218.7T (13F)Positions · 156Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 54K | $25.8T | 10.4% | −1% |
| 2 | SFLR | INNOVATOR ETFS TRUST | 436K | $16.1T | 6.5% | +6% |
| 3 | VOO | VANGUARD INDEX FDS | 26K | $16.1T | 6.5% | +2% |
| 4 | VTV | VANGUARD INDEX FDS | 79K | $15.1T | 6.1% | +4% |
| 5 | VXUS | VANGUARD STAR FDS | 171K | $12.9T | 5.2% | −6% |
| 6 | JPM | JPMORGAN CHASE & CO. | 40K | $12.8T | 5.2% | −1% |
| 7 | LLY | ELI LILLY & CO | 11K | $11.6T | 4.7% | +12% |
| 8 | BRTR | BLACKROCK ETF TRUST II | 210K | $10.7T | 4.3% | +4% |
| 9 | SPY | SPDR S&P 500 ETF TR | 8K | $5.1T | 2.1% | ±0% |
| 10 | GOVT | ISHARES TR | 220K | $5.1T | 2.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WETZEL SIGNAL
AC read
WETZEL INVESTMENT ADVISORS, INC. is a Other fund managing $218679.0 trillion in assets. The fund runs a portfolio of 156 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