§ 13F · FUND PROFILE
WETZEL INVESTMENT ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $234M (13F)Positions · 157Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$923K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 55K | $24M | 9.4% | +2% |
| 2 | SFLR | INNOVATOR ETFS TRUST | 489K | $17M | 6.9% | +12% |
| 3 | VTV | VANGUARD INDEX FDS | 88K | $17M | 6.9% | +11% |
| 4 | VOO | VANGUARD INDEX FDS | 27K | $16M | 6.5% | +6% |
| 5 | VXUS | VANGUARD STAR FDS | 164K | $13M | 5.0% | −4% |
| 6 | JPM | JPMORGAN CHASE & CO | 40K | $12M | 4.6% | ±0% |
| 7 | BRTR | BLACKROCK ETF TRUST II | 225K | $11M | 4.5% | +7% |
| 8 | LLY | ELI LILLY & CO | 11K | $10M | 4.1% | +4% |
| 9 | GOVT | ISHARES TR | 234K | $5M | 2.1% | +7% |
| 10 | IEMG | ISHARES INC | 71K | $5M | 2.0% | +1% |
§ 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 $234 million in assets. The fund runs a portfolio of 157 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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