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WETZEL INVESTMENT ADVISORS, INC. — 13F Holdings & Portfolio

CIK 2009211 · latest 13F-HR filed 2026-07-23

Backtest portfolio

WETZEL INVESTMENT ADVISORS, INC. manages $288.7M in 13F-reported U.S. long-equity assets across 151 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (9.06%), SFLR (8.44%), IWF (7.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 8, added to 52, and trimmed 41.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7320 US 31 S
INDIANAPOLIS, IN 46227
Phone
(317) 859-2502
Filing Manager
WETZEL INVESTMENT ADVISORS, INC.
INDIANAPOLIS, IN
Signatory
Heidi Hargis
Chief Compliance Officer
Loading holdings…
AUM

$288.7M

Long-equity book

Holdings

151

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+16 / −8 / ↑52 / ↓41

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$9.9M +61.0%
  • INNOVATOR ETFS TRUST$7.0M +40.5%
  • ISHARES TR$5.3M +98.0%
  • BLACKROCK ETF TRUST$3.7M +86.8%
  • ELI LILLY & CO$3.1M +30.4%
Show all 52 →

Top Trims

  • ISHARES TR-$3.1M -71.1%
  • VANGUARD STAR FDS-$2.2M -17.1%
  • VANGUARD INDEX FDS-$1.9M -11.3%
  • WALMART INC-$776.5K -30.8%
  • ISHARES INC-$583.3K -11.7%
Show all 41 →

New Positions

  • BLACKROCK ETF TRUST$3.0M
  • BLACKROCK ETF TRUST$1.1M
  • CARILLON SER TR$422.0K
  • SCHWAB STRATEGIC TR$350.7K
  • VANGUARD TAX-MANAGED FDS$335.4K
Show all 16 →

Exited Positions

  • VANGUARD WHITEHALL FDS$706.6K
  • CHEVRON CORPORATION$329.4K
  • VANGUARD INDEX FDS$308.7K
  • ISHARES TR$270.3K
  • VANGUARD INDEX FDS$250.5K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $26.2M 9.06% 38,096 SH
2 INNOVATOR ETFS TRUST SFLR 45783Y673 $24.4M 8.44% 631,184 SH
3 ISHARES TR IWF 464287614 $22.8M 7.91% 183,929 SH
4 VANGUARD INDEX FDS VTV 922908744 $15.3M 5.29% 70,122 SH
5 ELI LILLY & CO LLY 532457108 $13.5M 4.68% 11,256 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $12.8M 4.45% 39,230 SH
7 BLACKROCK ETF TRUST II BRTR 092528876 $12.7M 4.42% 253,283 SH
8 ISHARES TR GOVT 46429B267 $10.6M 3.68% 466,531 SH
9 VANGUARD STAR FDS VXUS 921909768 $10.5M 3.63% 122,607 SH
10 BLACKROCK ETF TRUST DYNF 09290C103 $8.0M 2.79% 118,288 SH
11 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.7M 1.97% 7,601 SH
12 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $5.1M 1.78% 68,521 SH
13 VANGUARD INDEX FDS VXF 922908652 $5.1M 1.75% 20,517 SH
14 SPDR SERIES TRUST SPIB 78464A375 $4.8M 1.66% 143,270 SH
15 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $4.5M 1.54% 49,439 SH
16 ISHARES INC IEMG 46434G103 $4.4M 1.52% 52,943 SH
17 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $3.9M 1.34% 23,983 SH
18 CITIGROUP INC C 172967424 $3.9M 1.34% 27,641 SH
19 APPLE INC AAPL 037833100 $3.8M 1.33% 13,265 SH
20 BLACKROCK ETF TRUST THRO 09290C806 $3.4M 1.18% 78,792 SH
21 ISHARES TR IJH 464287507 $3.2M 1.11% 41,651 SH
22 BLACKROCK ETF TRUST IALT 09290C665 $3.0M 1.04% 107,196 SH
23 FIRST TR EXCHANGE-TRADED FD FDL 336917109 $2.9M 1.02% 60,260 SH
24 BLACKROCK ETF TRUST II BINC 092528603 $2.9M 1.01% 55,779 SH
25 VANGUARD CHARLOTTE FDS BNDX 92203J407 $2.8M 0.95% 56,843 SH
26 FIRST TR EXCHANGE-TRADED FD FTCS 33733E104 $2.6M 0.91% 27,853 SH
27 ISHARES INC EMGF 46434G889 $2.5M 0.85% 33,466 SH
28 VANGUARD INDEX FDS VO 922908629 $2.2M 0.75% 26,756 SH
29 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.1M 0.74% 9,036 SH
30 MARATHON PETE CORP MPC 56585A102 $1.9M 0.66% 7,446 SH
31 ALPHABET INC GOOGL 02079K305 $1.9M 0.64% 5,177 SH
32 NVIDIA CORPORATION NVDA 67066G104 $1.8M 0.63% 9,103 SH
33 WALMART INC WMT 931142103 $1.7M 0.60% 15,383 SH
34 PACER FDS TR QDPL 69374H436 $1.6M 0.56% 35,900 SH
35 FIRST TR EXCHNG TRADED FD VI DMAR 33740F615 $1.5M 0.51% 32,783 SH
36 MICROSOFT CORP MSFT 594918104 $1.4M 0.50% 3,841 SH
37 FIRST TR EXCHANGE-TRADED ALP FEX 33734K109 $1.3M 0.45% 9,345 SH
38 ISHARES TR ICVT 46435G102 $1.3M 0.44% 10,481 SH
39 ISHARES TR USMV 46429B697 $1.2M 0.43% 12,811 SH
40 INVESCO QQQ TR QQQ 46090E103 $1.2M 0.42% 1,655 SH
41 ISHARES TR IEFA 46432F842 $1.1M 0.39% 11,659 SH
42 EATON CORP PLC ETN G29183103 $1.1M 0.39% 2,611 SH
43 BROADCOM INC AVGO 11135F101 $1.1M 0.38% 2,881 SH
44 BLACKROCK ETF TRUST CORO 09290C764 $1.1M 0.37% 29,271 SH
45 PRUDENTIAL FINL INC PRU 744320102 $1.1M 0.37% 9,883 SH
46 ISHARES TR IWD 464287598 $1.1M 0.37% 4,371 SH
47 ISHARES TR USHY 46435U853 $1.0M 0.36% 27,779 SH
48 MICRON TECHNOLOGY INC MU 595112103 $1.0M 0.35% 867 SH
49 NEUBERGER BERMAN ETF TRUST NBSD 64135A887 $984.1K 0.34% 19,484 SH
50 JOHNSON & JOHNSON JNJ 478160104 $983.6K 0.34% 3,873 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $288.7M 151 0002009211-26-000004
2026-03-31 2026-04-22 $251.5M 142 0002009211-26-000003
2025-12-31 2026-01-22 $246.9M 161 0002009211-26-000001