WETZEL INVESTMENT ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, WETZEL INVESTMENT ADVISORS, INC. held in its portfolio 129 assets valued at $246,940,868 (i.e. $246.94M).
The most valuable assets in the portfolio included: ISHARES TR ($25.77M), INNOVATOR ETFS TRUST ($16.10M), and VANGUARD INDEX FDS ($16.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 129 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WETZEL INVESTMENT ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 54439 | 25766165 | RUS 1000 GRW ETF |
| INNOVATOR ETFS TRUST | 436484 | 16098429 | QUITY MANAGD FLR |
| VANGUARD INDEX FDS | 25603 | 16056511 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 78921 | 15073054 | VALUE ETF |
| VANGUARD STAR FDS | 171262 | 12920032 | VG TL INTL STK F |
| JPMORGAN CHASE & CO. | 39912 | 12860352 | COM |
| ELI LILLY & CO | 10846 | 11655466 | COM |
| BLACKROCK ETF TRUST II | 210290 | 10677453 | ISHARES TOTAL RE |
| SPDR S&P 500 ETF TR | 7502 | 5130718 | TR UNIT |
| ISHARES TR | 219858 | 5062228 | US TREAS BD ETF |
| VANGUARD INDEX FDS | 23663 | 4948407 | EXTEND MKT ETF |
| SPDR SERIES TRUST | 138622 | 4925640 | STATE STREET SPD |
| ISHARES INC | 70423 | 4733831 | CORE MSCI EMKT |
| ISHARES TR | 46416 | 4571929 | CONV BD ETF |
| APPLE INC | 14665 | 3986882 | COM |
| INVESCO EXCHANGE TRADED FD T | 52741 | 3958194 | S&P500 QUALITY |
| CITIGROUP INC | 31441 | 3668850 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 77318 | 3452657 | SHS |
| BLACKROCK ETF TRUST II | 62390 | 3292312 | ISHARES FLEXIBLE |
| JOHN HANCOCK EXCHANGE TRADED | 47485 | 3109334 | MULTIFACTOR MI |
| ISHARES TR | 46209 | 3049814 | CORE S&P MCP ETF |
| INVESCO EXCH TRADED FD TR II | 24746 | 2952635 | S&P 500 MOMNTM |
| FIRST TR EXCHANGE-TRADED FD | 28482 | 2634896 | CAP STRENGTH ETF |
| BLACKROCK ETF TRUST | 42404 | 2578601 | ISHARES US EQUIT |
| MICROSOFT CORP | 4475 | 2164199 | COM |
| FIRST TR EXCHNG TRADED FD VI | 49594 | 2120522 | FT VEST US EQT |
| VANGUARD SPECIALIZED FUNDS | 9261 | 2035383 | DIV APP ETF |
| VANGUARD INDEX FDS | 6973 | 2023564 | MID CAP ETF |
| WALMART INC | 16542 | 1846830 | COM |
| ALPHABET INC | 5590 | 1749670 | CAP STK CL A |
| NVIDIA CORPORATION | 8422 | 1570704 | COM |
| PACER FDS TR | 35700 | 1522837 | METAURUS CAP 400 |
| ISHARES TR | 14571 | 1372005 | MSCI USA MIN VOL |
| ISHARES TR | 15020 | 1343689 | CORE MSCI EAFE |
| ISHARES TR | 6322 | 1329769 | RUS 1000 VAL ETF |
| MARATHON PETE CORP | 8049 | 1309009 | COM |
| ISHARES TR | 33662 | 1258791 | BROAD USD HIGH |
| BROADCOM INC | 3553 | 1229693 | COM |
| ISHARES INC | 20851 | 1206230 | EMNG MKTS EQT |
| PRUDENTIAL FINL INC | 10022 | 1131283 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 9480 | 1124485 | COM SHS |
| INVESCO QQQ TR | 1656 | 1017297 | UNIT SER 1 |
| EATON CORP PLC | 2912 | 927501 | SHS |
| BANK AMERICA CORP | 700 | 889088 | 7.25%CNV PFD L |
| JOHNSON & JOHNSON | 4211 | 871466 | COM |
| ISHARES TR | 3906 | 779950 | U.S. TECH ETF |
| NEUBERGER BERMAN ETF TRUST | 15158 | 775847 | SHORT DURATION I |
| VANGUARD MUN BD FDS | 15371 | 773007 | TAX EXEMPT BD |
| EXXON MOBIL CORP | 6379 | 767649 | COM |
| ISHARES TR | 6140 | 737905 | CORE S&P SCP ETF |
| FIFTH THIRD BANCORP | 15381 | 726137 | COM |
| UNION PAC CORP | 3032 | 701362 | COM |
| VANGUARD WHITEHALL FDS | 4812 | 690618 | HIGH DIV YLD |
| AMAZON COM INC | 2983 | 688536 | COM |
| CONOCOPHILLIPS | 7297 | 683072 | COM |
| ISHARES TR | 4543 | 675499 | CORE S&P TTL STK |
| RAYMOND JAMES FINL INC | 4029 | 647017 | COM |
| PACER FDS TR | 9900 | 601789 | US CASH COWS 100 |
| ALLSTATE CORP | 2817 | 589176 | COM |
| CME GROUP INC | 2080 | 568007 | COM |
| VANGUARD INTL EQUITY INDEX F | 3965 | 559303 | TT WRLD ST ETF |
| PIMCO ETF TR | 12000 | 543840 | MUNI INCOME OPP |
| MOTOROLA SOLUTIONS INC | 1402 | 539106 | COM NEW |
| VANGUARD CHARLOTTE FDS | 10897 | 526561 | TOTAL INT BD ETF |
| APA CORPORATION | 21405 | 523568 | COM |
| CENTERPOINT ENERGY INC | 13548 | 519430 | COM |
| CHUBB LIMITED | 1647 | 515657 | COM |
| GOLDMAN SACHS ETF TR | 3851 | 509757 | ACTIVEBETA US LG |
| TRANE TECHNOLOGIES PLC | 1305 | 507906 | SHS |
| PFIZER INC | 20004 | 498100 | COM |
| ISHARES TR | 1299 | 485099 | RUS 1000 ETF |
| HOME DEPOT INC | 1390 | 478300 | COM |
| META PLATFORMS INC | 697 | 460083 | CL A |
| SSGA ACTIVE ETF TR | 10372 | 428052 | STATE STREET BLA |
| HARTFORD INSURANCE GROUP INC | 3000 | 415200 | COM |
| INVESCO EXCH TRADED FD TR II | 5803 | 414450 | S&P500 LOW VOL |
| SELECT SECTOR SPDR TR | 2638 | 408362 | STATE STREET HEA |
| MERCK & CO INC | 3720 | 394768 | COM |
| CISCO SYS INC | 4899 | 377370 | COM |
| JOHNSON CTLS INTL PLC | 3115 | 374267 | SHS |
| DBX ETF TR | 11874 | 367975 | XTRACK MSCI EAFE |
| AUTOMATIC DATA PROCESSING IN | 1412 | 365650 | COM |
| VERIZON COMMUNICATIONS INC | 8931 | 363742 | COM |
| ISHARES TR | 7100 | 359118 | ULTRA SHORT DUR |
| VANGUARD BD INDEX FDS | 4541 | 357876 | SHORT TRM BOND |
| WASTE MGMT INC DEL | 1624 | 356809 | COM |
| SALESFORCE INC | 1343 | 356332 | COM |
| SCHWAB STRATEGIC TR | 14665 | 352547 | INTL EQTY ETF |
| ISHARES TR | 3687 | 340126 | U.S. FIN SVC ETF |
| QUALCOMM INC | 1986 | 339705 | COM |
| BLACKROCK ETF TRUST | 8793 | 339058 | ISHARES US THEMA |
| MICRON TECHNOLOGY INC | 1169 | 333779 | COM |
| UNUM GROUP | 4190 | 324725 | COM |
| J P MORGAN EXCHANGE TRADED F | 6482 | 317388 | INTL BD OPP ETF |
| FIRST TR EXCHNG TRADED FD VI | 7216 | 313283 | FT VEST US |
| FIRST TR EXCHANGE TRADED FD | 2740 | 311870 | HLTH CARE ALPH |
| ISHARES TR | 8217 | 310189 | INTL EQTY FACTOR |
| PACER FDS TR | 6893 | 308127 | US SMALL CAP CAS |
| ISHARES TR | 3058 | 305463 | CORE US AGGBD ET |
| VISA INC | 858 | 300909 | COM CL A |
| SELECT SECTOR SPDR TR | 2458 | 293510 | STATE STREET CON |
| SCHWAB STRATEGIC TR | 9331 | 280583 | US MID-CAP ETF |
| STRATEGY SHS | 7850 | 274358 | GOLD ENHANCED ET |
| TJX COS INC NEW | 1770 | 271890 | COM |
| SELECT SECTOR SPDR TR | 1752 | 271770 | STATE STREET IND |
| J P MORGAN EXCHANGE TRADED F | 4631 | 267056 | EQUITY PREMIUM |
| SELECT SECTOR SPDR TR | 5914 | 264415 | STATE STREET ENE |
| MEDTRONIC PLC | 2688 | 260117 | SHS |
| FIDELITY COVINGTON TRUST | 4497 | 254935 | HIGH DIVID ETF |
| ISHARES TR | 2623 | 251887 | MSCI EAFE ETF |
| WEBSTER FINL CORP | 4000 | 251760 | COM |
| SELECT SECTOR SPDR TR | 2135 | 251332 | STATE STREET COM |
| DARDEN RESTAURANTS INC | 1353 | 248979 | COM |
| TESLA INC | 552 | 248245 | COM |
| UNITEDHEALTH GROUP INC | 748 | 246922 | COM |
| CHEVRON CORP NEW | 1616 | 246294 | COM |
| JACKSON FINANCIAL INC | 2300 | 245295 | COM CL A |
| NISOURCE INC | 5826 | 243294 | COM |
| PORTLAND GEN ELEC CO | 5000 | 242575 | COM NEW |
| ISHARES TR | 3365 | 233598 | CORE DIV GRWTH |
| AIR PRODS & CHEMS INC | 945 | 233434 | COM |
| INTERCONTINENTAL EXCHANGE IN | 1431 | 231764 | COM |
| COCA COLA CO | 3285 | 229655 | COM |
| ABBVIE INC | 988 | 225749 | COM |
| SELECT SECTOR SPDR TR | 1544 | 222290 | STATE STREET TEC |
| VANGUARD INDEX FDS | 1203 | 213376 | MCAP VL IDXVIP |
| S&P GLOBAL INC | 398 | 207991 | COM |
| MIRUM PHARMACEUTICALS INC | 2600 | 205374 | COM |
| SCHWAB STRATEGIC TR | 7800 | 204594 | US BRD MKT ETF |
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