Wetzel Investment Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$251.5M
Q ending 2026-03-31
Prior quarter
$246.9M
Q ending 2025-12-31
Change
+1.9% QoQ · +26.8% YoY
Positions
131
reported holdings
Largest positions
Top 100 of 131 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IWF | Shares | $23.6M | 55K |
| Innovator Etfs Trust | SFLR | Shares | $17.3M | 489K |
| Vanguard Index Fds | VTV | Shares | $17.2M | 88K |
| Vanguard Index Fds | VOO | Shares | $16.3M | 27K |
| Vanguard Star Fds | VXUS | Shares | $12.6M | 164K |
| Jpmorgan Chase & Co | JPM | Shares | $11.7M | 40K |
| Blackrock Etf Trust Ii | BRTR | Shares | $11.3M | 225K |
| Eli Lilly & Co | LLY | Shares | $10.4M | 11K |
| Ishares Tr | GOVT | Shares | $5.4M | 234K |
| Ishares Inc | IEMG | Shares | $5.0M | 71K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.0M | 8K |
| Vanguard Index Fds | VXF | Shares | $4.7M | 23K |
| Spdr Series Trust | SPIB | Shares | $4.7M | 139K |
| Ishares Tr | ICVT | Shares | $4.4M | 43K |
| Blackrock Etf Trust | DYNF | Shares | $4.3M | 74K |
| John Hancock Exchange Traded | JHMM | Shares | $3.9M | 58K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $3.8M | 51K |
| Citigroup Inc | C | Shares | $3.6M | 32K |
| Apple Inc | AAPL | Shares | $3.6M | 14K |
| Blackrock Etf Trust Ii | BINC | Shares | $3.3M | 64K |
| First Tr Exchange-Traded Fd | FDL | Shares | $3.2M | 62K |
| Ishares Tr | IJH | Shares | $3.1M | 45K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $2.7M | 24K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $2.6M | 28K |
| Walmart Inc | WMT | Shares | $2.5M | 20K |
| Ishares Inc | EMGF | Shares | $2.2M | 36K |
| Vanguard Index Fds | VO | Shares | $2.0M | 7K |
| Vanguard Specialized Funds | VIG | Shares | $2.0M | 9K |
| Marathon Pete Corp | MPC | Shares | $1.9M | 8K |
| Microsoft Corp | MSFT | Shares | $1.5M | 4K |
| Alphabet Inc | GOOGL | Shares | $1.5M | 5K |
| Pacer Fds Tr | QDPL | Shares | $1.4M | 36K |
| First Tr Exchng Traded Fd Vi | DMAR | Shares | $1.4M | 34K |
| Nvidia Corporation | NVDA | Shares | $1.4M | 8K |
| Ishares Tr | IWD | Shares | $1.3M | 6K |
| Neuberger Berman Etf Trust | NBSD | Shares | $1.3M | 26K |
| Ishares Tr | USHY | Shares | $1.3M | 35K |
| Ishares Tr | USMV | Shares | $1.3M | 14K |
| Ishares Tr | IEFA | Shares | $1.2M | 13K |
| First Tr Exchange-Traded Alp | FEX | Shares | $1.2M | 9K |
| Apa Corporation | APA | Shares | $1.1M | 26K |
| Broadcom Inc | AVGO | Shares | $1.0M | 3K |
| Eaton Corp Plc | Shares | $1.0M | 3K | |
| Johnson & Johnson | JNJ | Shares | $1000K | 4K |
| Prudential Finl Inc | PRU | Shares | $979K | 10K |
| Conocophillips | COP | Shares | $963K | 7K |
| Invesco Qqq Tr | QQQ | Shares | $955K | 2K |
| Exxon Mobil Corp | XOM | Shares | $955K | 6K |
| Bank America Corp | BAC 7.25 PERP L | Shares | $834K | 700 |
| Vanguard Charlotte Fds | BNDX | Shares | $805K | 17K |
| Vanguard Mun Bd Fds | VTEB | Shares | $774K | 16K |
| Pacer Fds Tr | COWZ | Shares | $719K | 12K |
| Union Pac Corp | UNP | Shares | $714K | 3K |
| Fifth Third Bancorp | FITB | Shares | $709K | 15K |
| Ishares Tr | IYW | Shares | $709K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $707K | 5K |
| Blackrock Etf Trust | THRO | Shares | $699K | 19K |
| First Tr Exchng Traded Fd Vi | DMAY | Shares | $683K | 15K |
| Ishares Tr | IJR | Shares | $658K | 5K |
| Raymond James Finl Inc | RJF | Shares | $656K | 5K |
| Ishares Tr | ITOT | Shares | $622K | 4K |
| Pfizer Inc | PFE | Shares | $607K | 22K |
| Vanguard Bd Index Fds | BSV | Shares | $598K | 8K |
| Dbx Etf Tr | HDEF | Shares | $596K | 18K |
| Motorola Solutions Inc | MSI | Shares | $594K | 1K |
| Ishares Tr | ICSH | Shares | $590K | 12K |
| Allstate Corp | ALL | Shares | $580K | 3K |
| Centerpoint Energy Inc | CNP | Shares | $577K | 13K |
| First Tr Exchange-Traded Fd | FVD | Shares | $569K | 12K |
| Ssga Active Etf Tr | SRLN | Shares | $553K | 14K |
| Pimco Etf Tr | MINO | Shares | $542K | 12K |
| Amazon Com Inc | AMZN | Shares | $536K | 3K |
| Trane Technologies Plc | Shares | $530K | 1K | |
| Vanguard Intl Equity Index F | VT | Shares | $509K | 4K |
| Chubb Ltd Switz | Shares | $486K | 1K | |
| Goldman Sachs Etf Tr | GSLC | Shares | $479K | 4K |
| Ishares Tr | IWB | Shares | $463K | 1K |
| Cme Group Inc | CME | Shares | $447K | 2K |
| Ishares Tr | DGRO | Shares | $446K | 6K |
| J P Morgan Exchange Traded F | JEPI | Shares | $426K | 8K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $424K | 6K |
| Merck & Co Inc | MRK | Shares | $412K | 3K |
| Hartford Insurance Group Inc | HIG | Shares | $407K | 3K |
| Home Depot Inc | HD | Shares | $402K | 1K |
| Meta Platforms Inc | META | Shares | $392K | 686 |
| Select Sector Spdr Tr | XLV | Shares | $387K | 3K |
| Fidelity Covington Trust | FDVV | Shares | $376K | 7K |
| Schwab Strategic Tr | SCHF | Shares | $363K | 15K |
| Select Sector Spdr Tr | XLE | Shares | $362K | 6K |
| Verizon Communications Inc | VZ | Shares | $359K | 7K |
| Strategy Shs | GOLY | Shares | $359K | 12K |
| Cisco Sys Inc | CSCO | Shares | $351K | 5K |
| Johnson Controls Internation | Shares | $346K | 3K | |
| Chevron Corporation | CVX | Shares | $329K | 2K |
| Waste Mgmt Inc Del | WM | Shares | $310K | 1K |
| Vanguard Index Fds | VOE | Shares | $309K | 2K |
| J P Morgan Exchange Traded F | JPIB | Shares | $307K | 6K |
| Ishares Tr | IYG | Shares | $305K | 4K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $305K | 3K |
| Ishares Tr | AGG | Shares | $304K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.