WETZEL INVESTMENT ADVISORS, INC.

Est. AUM

$230.5M

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 GRW ETF	$23.6M	55455	10.26%	SOLE
2	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$17.3M	489437	7.52%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$17.2M	87820	7.47%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.3M	27196	7.05%	SOLE
5	VANGUARD STAR FDS	VG TL INTL STK F	$12.6M	163993	5.49%	SOLE
6	BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$11.3M	224597	4.89%	SOLE
7	ELI LILLY & CO	COM	$10.4M	11256	4.49%	SOLE
8	ISHARES TR	US TREAS BD ETF	$5.4M	234248	2.33%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$5.0M	71241	2.16%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.0M	7603	2.15%	SOLE
11	VANGUARD INDEX FDS	EXTEND MKT ETF	$4.7M	23048	2.06%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$4.7M	138785	2.02%	SOLE
13	ISHARES TR	CONV BD ETF	$4.4M	43390	1.92%	SOLE
14	BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.3M	74013	1.87%	SOLE
15	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$3.9M	58378	1.70%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$3.8M	50912	1.66%	SOLE
17	CITIGROUP INC	COM NEW	$3.6M	31641	1.56%	SOLE
18	APPLE INC	COM	$3.6M	14044	1.55%	SOLE
19	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.3M	64324	1.45%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	SHS	$3.2M	62247	1.37%	SOLE
21	ISHARES TR	CORE S&P MCP ETF	$3.1M	45332	1.33%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.6M	28425	1.14%	SOLE
23	WALMART INC	COM	$2.5M	20227	1.09%	SOLE
24	ISHARES INC	EMNG MKTS EQT	$2.2M	35654	0.93%	SOLE
25	VANGUARD INDEX FDS	MID CAP ETF	$2.0M	6941	0.86%	SOLE
26	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	9229	0.86%	SOLE
27	MARATHON PETE CORP	COM	$1.9M	7846	0.83%	SOLE
28	ALPHABET INC	CAP STK CL A	$1.5M	5179	0.65%	SOLE
29	PACER FDS TR	METAURUS CAP 400	$1.4M	35900	0.63%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.4M	33666	0.62%	SOLE
31	NVIDIA CORPORATION	COM	$1.4M	7991	0.60%	SOLE
32	ISHARES TR	RUS 1000 VAL ETF	$1.3M	6245	0.58%	SOLE
33	ISHARES TR	BROAD USD HIGH	$1.3M	35178	0.56%	SOLE
34	NEUBERGER BERMAN ETF TRUST	SHORT DURATION I	$1.3M	25565	0.56%	SOLE
35	ISHARES TR	MSCI USA MIN VOL	$1.3M	13617	0.55%	SOLE
36	ISHARES TR	CORE MSCI EAFE	$1.2M	13494	0.53%	SOLE
37	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.2M	9470	0.50%	SOLE
38	APA CORPORATION	COM	$1.1M	25914	0.48%	SOLE
39	PRUDENTIAL FINL INC	COM	$979K	10017	0.42%	SOLE
40	CONOCOPHILLIPS	COM	$963K	7297	0.42%	SOLE
41	EXXON MOBIL CORP	COM	$955K	5627	0.41%	SOLE
42	INVESCO QQQ TR	UNIT SER 1	$955K	1655	0.41%	SOLE
43	BANK AMERICA CORP	7.25%CNV PFD L	$834K	700	0.36%	SOLE
44	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$805K	16762	0.35%	SOLE
45	VANGUARD MUN BD FDS	TAX EXEMPT BD	$774K	15519	0.34%	SOLE
46	PACER FDS TR	US CASH COWS 100	$719K	11500	0.31%	SOLE
47	ISHARES TR	U.S. TECH ETF	$709K	3906	0.31%	SOLE
48	FIFTH THIRD BANCORP	COM	$709K	15135	0.31%	SOLE
49	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$707K	4771	0.31%	SOLE
50	BLACKROCK ETF TRUST	ISHARES US THEMA	$699K	19303	0.30%	SOLE

1–50 of 130

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.