§ 13F · FUND PROFILE
WETZEL INVESTMENT ADVISORS, INC..
AUM · $289M (13F)Positions · 151Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 38K | $26M | 9.1% | +40% |
| 2 | SFLR | INNOVATOR ETFS TRUST | 631K | $24M | 8.4% | +29% |
| 3 | IWF | ISHARES TR | 184K | $23M | 7.9% | +232% |
| 4 | VTV | VANGUARD INDEX FDS | 70K | $15M | 5.3% | −20% |
| 5 | LLY | ELI LILLY & CO | 11K | $14M | 4.7% | ±0% |
| 6 | JPM | JPMORGAN CHASE & CO | 39K | $13M | 4.4% | −1% |
| 7 | BRTR | BLACKROCK ETF TRUST II | 253K | $13M | 4.4% | +13% |
| 8 | GOVT | ISHARES TR | 467K | $11M | 3.7% | +99% |
| 9 | VXUS | VANGUARD STAR FDS | 123K | $10M | 3.6% | −25% |
| 10 | DYNF | BLACKROCK ETF TRUST | 118K | $8M | 2.8% | +60% |
§ 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 $289 million in assets. The fund runs a portfolio of 151 positions.
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