Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Weitzel Financial Services, Inc. (CIK 1846789) reported $265.4M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($54.0M, 20.35%), VEA ($39.6M, 14.93%), SCHD ($21.0M, 7.90%), SPAB ($18.2M, 6.84%), AOM ($14.8M, 5.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | $54.0M | 20.35% | 678,821 | Added |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $39.6M | 14.93% | 609,677 | Trimmed |
| 3 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $21.0M | 7.90% | 683,477 | Added |
| 4 | SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $18.2M | 6.84% | 711,263 | Added |
| 5 | AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $14.8M | 5.59% | 313,078 | Added |
| 6 | LMBS | FIRST TRUST LOW DURATIONOPPORTUNITIES ETF | $13.0M | 4.91% | 263,945 | Added |
| 7 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | $12.6M | 4.73% | 261,407 | Added |
| 8 | QQQ | INVESCO QQQ TR | $10.7M | 4.04% | 18,467 | Added |
| 9 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $10.2M | 3.85% | 148,434 | Added |
| 10 | MUB | ISHARES NATIONAL MUNI BOND ETF | $9.9M | 3.74% | 93,460 | Added |
| 11 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $9.5M | 3.56% | 29,279 | Added |
| 12 | VDC | VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | $8.6M | 3.25% | 38,458 | Added |
| 13 | DE | DEERE & CO | $5.3M | 1.99% | 9,298 | Added |
| 14 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $4.4M | 1.65% | 94,198 | Added |
| 15 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $4.2M | 1.59% | 21,490 | Added |
| 16 | FLOT | ISHARES FLOATING RATE BOND ETF | $4.1M | 1.54% | 80,347 | Trimmed |
| 17 | ETN | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4.0M | 1.53% | 51,061 | Added |
| 18 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1.9M | 0.72% | 33,481 | Trimmed |
| 19 | FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $1.9M | 0.70% | 36,730 | Trimmed |
| 20 | AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $1.8M | 0.67% | 27,452 | Added |
| 21 | QQQM | INVESCO NASDAQ 100 ETF | $1.5M | 0.56% | 6,207 | Added |
| 22 | VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $1.4M | 0.54% | 6,612 | Added |
| 23 | USB | US BANCORP DEL | $1.2M | 0.46% | 22,909 | Hold |
| 24 | FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $1.1M | 0.41% | 18,141 | Trimmed |
| 25 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $824,567 | 0.31% | 1,260 | Added |
Source: SEC Form 13F filings · as of 2026-03-31