Q3 2026 13F · SEC CIK 2009211

Wetzel Investment Advisors, Inc.

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $289.9M
Reported positions: 133
Top holdings a year, 3 yrs: +16.2%
Assets under management: $338.3M

Wetzel Investment Advisors, Inc. is a wealth manager that reported 133 positions worth $289.9M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vanguard Index Fds (VOO, 9.5%), Innovator Etfs Trust (SFLR, 8.7%), Ishares Tr (IWF, 8.0%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 18.8% for the S&P 500.

Wetzel Investment Advisors, Inc. holdings largest 50 of 133 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wetzel Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	9.5%	9.1%	39,109	+2.7%	$27.4M
SFLRInnovator Etfs Trust	8.7%	8.4%	648,515	+2.7%	$25.3M
IWFIshares Tr	8.0%	7.9%	185,730	+1.0%	$23.3M
VTVVanguard Index Fds	5.2%	5.3%	70,198	+0.1%	$15.2M
JPMJpmorgan Chase & Co	4.5%	4.5%	39,291	-0.0%	$13.0M
LLYEli Lilly & Co	4.5%	4.7%	11,178	-0.7%	$12.9M
BRTRBlackrock ETF Trust II	4.2%	4.4%	257,368	+1.6%	$12.3M
GOVTIshares Tr	3.6%	3.7%	476,466	+2.1%	$10.4M
VXUSVanguard Star Fds	3.6%	3.6%	121,292	-1.1%	$10.3M
DYNFBlackrock ETF Trust	3.0%	2.8%	123,656	+4.5%	$8.6M
SPYState Str Spdr S&p 500 ETF T	2.0%	2.0%	7,601	+0.0%	$5.8M
JHMMJohn Hancock Exchange Traded	1.8%	1.8%	72,859	+6.3%	$5.2M
SPIBSpdr Series Trust	1.6%	1.7%	144,818	+1.1%	$4.7M
VXFVanguard Index Fds	1.6%	1.8%	20,176	-1.7%	$4.7M
AAPLApple Inc	1.5%	1.3%	12,844	-3.2%	$4.3M
IEMGIshares Inc	1.5%	1.5%	52,030	-1.7%	$4.2M
SPHQInvesco Exchange Traded Fd T	1.4%	1.5%	47,629	-3.7%	$4.0M
CCitigroup Inc	1.2%	1.3%	27,741	+0.4%	$3.6M
BTHMBlackrock ETF Trust	1.2%	1.2%	80,265	+1.9%	$3.5M
SPMOInvesco Exch Traded Fd Tr II	1.2%	1.3%	23,269	-3.0%	$3.5M
IALTBlackrock ETF Trust	1.1%	1.0%	110,313	+2.9%	$3.3M
MPCMarathon Petroleum	1.0%	0.7%	7,537	+1.2%	$3.0M
IJHIshares Tr	1.0%	1.1%	40,510	-2.7%	$2.9M
BINCBlackrock ETF Trust II	1.0%	1.0%	56,061	+0.5%	$2.8M
FDLFirst Tr Exchange-Traded Fd	1.0%	1.0%	57,538	-4.5%	$2.8M
BNDXVanguard Charlotte Fds	0.9%	1.0%	58,017	+2.1%	$2.7M
FTCSFirst Tr Exchange-Traded Fd	0.9%	0.9%	27,151	-2.5%	$2.5M
EMGFIshares Inc	0.9%	0.8%	35,032	+4.7%	$2.5M
NVDANvidia Corporation	0.7%	0.6%	9,288	+2.0%	$2.1M
VIGVanguard Specialized Funds	0.7%	0.7%	8,910	-1.4%	$2.1M
VOVanguard Index Fds	0.7%	0.7%	26,267	-1.8%	$2.1M
MSFTMicrosoft Corp	0.6%	0.5%	3,649	-6.7%	$1.9M
GOOGLAlphabet Inc	0.6%	0.6%	5,203	+0.5%	$1.8M
QDPLPacer Fds Tr	0.6%	0.6%	36,100	+0.6%	$1.7M
WMTWalmart Inc	0.6%	0.6%	15,410	+0.2%	$1.6M
DMARFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	31,478	-4.0%	$1.4M
APAApa Corporation	0.5%	—	32,897	—	$1.4M
QQQInvesco Qqq Tr	0.4%	0.4%	1,655	+0.0%	$1.2M
FEXFirst Tr Exchange-Traded Alp	0.4%	0.5%	9,129	-2.3%	$1.2M
USMVIshares Tr	0.4%	0.4%	12,421	-3.0%	$1.2M
JXNJackson Financial Inc	0.4%	—	9,300	—	$1.2M
COROBlackrock ETF Trust	0.4%	0.4%	32,617	+11.4%	$1.2M
ICVTIshares Tr	0.4%	0.4%	10,311	-1.6%	$1.2M
ETNEaton Corp PLC	0.4%	0.4%	2,653	+0.2%	$1.1M
IEFAIshares Tr	0.4%	0.4%	11,592	-0.6%	$1.1M
PRUPrudential Finl Inc	0.4%	0.4%	9,883	+0.0%	$1.1M
IWDIshares Tr	0.4%	0.4%	4,313	-1.3%	$1.1M
JNJJohnson & Johnson	0.4%	0.3%	3,944	+0.3%	$1.0M
AVGOBroadcom Inc	0.4%	0.4%	2,972	+1.1%	$1.0M
USHYiShares Broad USD High Yield Corporate B	0.3%	0.4%	27,392	-1.4%	$978K

What Wetzel Investment Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.7% /yr; S&P 500 +20.1%
3 years: +16.2% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$289.9M	133
Q2 2026	$288.7M	139
Q1 2026	$251.5M	131
Q4 2025	$246.9M	132
Q3 2025	$234.3M	129
Q2 2025	$218.7M	123
Q1 2025	$198.4M	122
Q4 2024	$201.2M	121
Q3 2024	$198.9M	121
Q2 2024	$174.9M	939
Q1 2024	$169.8M	1,054
Q4 2023	$162.8M	1,001

Questions about Wetzel Investment Advisors, Inc.'s portfolio

What stocks does Wetzel Investment Advisors, Inc. own?

Wetzel Investment Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 133 positions worth $289.9M. The largest are Vanguard Index Fds (VOO) at 9.5%, Innovator Etfs Trust (SFLR) at 8.7%, Ishares Tr (IWF) at 8.0%, Vanguard Index Fds (VTV) at 5.2% and Jpmorgan Chase & Co (JPM) at 4.5%.

What did Wetzel Investment Advisors, Inc. buy last quarter?

In Q3 2026, Wetzel Investment Advisors, Inc. added Blackrock ETF Trust (CORO) (+11.4% shares) and John Hancock Exchange Traded (JHMM) (+6.3% shares), compared with its Q2 2026 filing.

What did Wetzel Investment Advisors, Inc. sell last quarter?

In Q3 2026, Wetzel Investment Advisors, Inc. cut from its top 50 Micron Technology Inc (MU), cut from its top 50 Neuberger Berman ETF Trust (NBSD) and Microsoft Corp (MSFT) (-6.7% shares), compared with its Q2 2026 filing.

How has Wetzel Investment Advisors, Inc.'s portfolio performed?

A portfolio copying Wetzel Investment Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +19.7% against +20.1%.

When is Wetzel Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Wetzel Investment Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Wetzel Investment Advisors, Inc. manage?

Wetzel Investment Advisors, Inc. reported $338.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $289.9M.