WETZEL INVESTMENT ADVISORS, INC.
133 holdingsFiling period: 2026-03-31Current AUM: $281.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 55.5K | $23.6M | $26.2M | 9.33% | +1.0K | 2026-03-31 |
| 2 | SFLR | INNOVATOR ETFS TRUST | 489.4K | $17.3M | $18.8M | 6.68% | +53.0K | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 87.8K | $17.2M | $19.3M | 6.86% | +8.9K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 27.2K | $16.3M | $18.7M | 6.64% | +1.6K | 2026-03-31 |
| 5 | VXUS | VANGUARD STAR FDS | 164.0K | $12.6M | $13.9M | 4.93% | -7,269 | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 39.7K | $11.7M | $14.0M | 4.97% | -188 | 2026-03-31 |
| 7 | BRTR | BLACKROCK ETF TRUST II | 224.6K | $11.3M | $11.1M | 3.95% | +14.3K | 2026-03-31 |
| 8 | LLY | ELI LILLY & CO | 11.3K | $10.4M | $12.9M | 4.60% | +410 | 2026-03-31 |
| 9 | GOVT | ISHARES TR | 234.2K | $5.4M | $5.3M | 1.87% | +14.4K | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 71.2K | $5.0M | $5.5M | 1.96% | +818 | 2026-03-31 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 7.6K | $5.0M | $5.7M | 2.02% | +101 | 2026-03-31 |
| 12 | VXF | VANGUARD INDEX FDS | 23.0K | $4.7M | $5.4M | 1.93% | -615 | 2026-03-31 |
| 13 | SPIB | SPDR SERIES TRUST | 138.8K | $4.7M | $4.6M | 1.63% | +2.4K | 2026-03-31 |
| 14 | ICVT | ISHARES TR | 43.4K | $4.4M | $4.9M | 1.75% | -3,026 | 2026-03-31 |
| 15 | DYNF | BLACKROCK ETF TRUST | 74.0K | $4.3M | $5.0M | 1.77% | +31.6K | 2026-03-31 |
| 16 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 58.4K | $3.9M | $4.3M | 1.54% | +10.9K | 2026-03-31 |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | 50.9K | $3.8M | $4.3M | 1.53% | -1,829 | 2026-03-31 |
| 18 | C | CITIGROUP INC | 31.6K | $3.6M | $4.2M | 1.49% | +200 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 14.0K | $3.6M | $4.3M | 1.54% | -621 | 2026-03-31 |
| 20 | BINC | BLACKROCK ETF TRUST II | 64.3K | $3.3M | $3.3M | 1.19% | +1.9K | 2026-03-31 |
| 21 | FDL | FIRST TR EXCHANGE-TRADED FD | 62.2K | $3.2M | $3.2M | 1.14% | -1,069 | 2026-03-31 |
| 22 | IJH | ISHARES TR | 45.3K | $3.1M | $3.4M | 1.21% | -877 | 2026-03-31 |
| 23 | SPMO | INVESCO EXCH TRADED FD TR II | 24.4K | $2.7M | $3.5M | 1.25% | -359 | 2026-03-31 |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | 28.4K | $2.6M | $2.8M | 1.00% | -57 | 2026-03-31 |
| 25 | WMT | WALMART INC | 20.2K | $2.5M | $2.3M | 0.80% | +3.7K | 2026-03-31 |
← Scroll →
Page 1 of 6