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.
WETZEL INVESTMENT ADVISORS, INC. (CIK 2009211) reported $251.5M across 131 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($23.6M, 9.40%), SFLR ($17.3M, 6.90%), VTV ($17.2M, 6.85%), VOO ($16.3M, 6.46%), VXUS ($12.6M, 5.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $23.6M | 9.40% | 55,455 | Added |
| 2 | SFLR | INNOVATOR ETFS TRUST | $17.3M | 6.90% | 489,437 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $17.2M | 6.85% | 87,820 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $16.3M | 6.46% | 27,196 | Added |
| 5 | VXUS | VANGUARD STAR FDS | $12.6M | 5.03% | 163,993 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $11.7M | 4.65% | 39,724 | Trimmed |
| 7 | BRTR | BLACKROCK ETF TRUST II | $11.3M | 4.48% | 224,597 | Added |
| 8 | LLY | ELI LILLY & CO | $10.4M | 4.12% | 11,256 | Added |
| 9 | GOVT | ISHARES TR | $5.4M | 2.13% | 234,248 | Added |
| 10 | IEMG | ISHARES INC | $5.0M | 1.98% | 71,241 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $5.0M | 1.97% | 7,603 | Added |
| 12 | VXF | VANGUARD INDEX FDS | $4.7M | 1.89% | 23,048 | Trimmed |
| 13 | SPIB | SPDR SERIES TRUST | $4.7M | 1.85% | 138,785 | Added |
| 14 | ICVT | ISHARES TR | $4.4M | 1.76% | 43,390 | Trimmed |
| 15 | DYNF | BLACKROCK ETF TRUST | $4.3M | 1.71% | 74,013 | Added |
| 16 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $3.9M | 1.56% | 58,378 | Added |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | $3.8M | 1.52% | 50,912 | Trimmed |
| 18 | C | CITIGROUP INC | $3.6M | 1.43% | 31,641 | Added |
| 19 | AAPL | APPLE INC | $3.6M | 1.42% | 14,044 | Trimmed |
| 20 | BINC | BLACKROCK ETF TRUST II | $3.3M | 1.33% | 64,324 | Added |
| 21 | FDL | FIRST TR EXCHANGE-TRADED FD | $3.2M | 1.26% | 62,247 | Trimmed |
| 22 | IJH | ISHARES TR | $3.1M | 1.22% | 45,332 | Trimmed |
| 23 | SPMO | INVESCO EXCH TRADED FD TR II | $2.7M | 1.09% | 24,387 | Trimmed |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.6M | 1.05% | 28,425 | Trimmed |
| 25 | WMT | WALMART INC | $2.5M | 1.00% | 20,227 | Added |
Source: SEC Form 13F filings · as of 2026-03-31