account_balance

Investment manager · 13F filer · SEC CIK 1846789

Weitzel Financial Services, Inc.

Reported value$298Mas of Sep 30, 2026

Positions53 5 new, 3 sold out

Top 10 weight77.9%SPTM alone is 22%

FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market E

21.6%

VEAVanguard Ftse Developed Markets Index Fund ETF Shares

14.8%

SCHDSchwab U.S. Dividend Equity ETF

7.9%

SPABState Street SPDR Portfolio Aggregate Bondetf

6.4%Added +5%

AOMiShares Core 40/60 Moderate Allocation ETF

5.3%Added +2%

QQQInvesco QQQ Tr

4.8%Added +3%

LMBSFirst Trust Low Durationopportunities ETF

4.5%Added +3%

BNDXVanguard Total International Bond Indexfund ETF Shares

4.4%Added +4%

RDVYFirst Trust Rising Dividend Achievers ETF

4.2%Added +3%

VTIVanguard Morningstar Total Stock Market ETF

4.0%

MUBiShares National Muni Bond ETF

3.2%

VDCVanguard Consumer Staples Index Fund ETF Shares

2.9%+2%

SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market E

21.6%

VEAVanguard Ftse Developed Markets Index Fund ETF Shares

14.8%

SCHDSchwab U.S. Dividend Equity ETF

7.9%

SPABState Street SPDR Portfolio Aggregate Bondetf

6.4%

AOMiShares Core 40/60 Moderate Allocation ETF

5.3%

QQQ4.8%

LMBS4.5%

BNDX4.4%

RDVY4.2%

VTI4.0%

MUB

VDC

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market E 21.6% Held

VEA Vanguard Ftse Developed Markets Index Fund ETF Shares 14.8% Held

SCHD Schwab U.S. Dividend Equity ETF 7.9% Held

SPAB State Street SPDR Portfolio Aggregate Bondetf 6.4% Added +5%

AOM iShares Core 40/60 Moderate Allocation ETF 5.3% Added +2%

QQQ Invesco QQQ Tr 4.8% Added +3%

LMBS First Trust Low Durationopportunities ETF 4.5% Added +3%

BNDX Vanguard Total International Bond Indexfund ETF Shares 4.4% Added +4%

RDVY First Trust Rising Dividend Achievers ETF 4.2% Added +3%

VTI Vanguard Morningstar Total Stock Market ETF 4.0% Held

MUB iShares National Muni Bond ETF 3.2% Held

VDC Vanguard Consumer Staples Index Fund ETF Shares 2.9% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 15, 2026 filing

add_circleNew

SUB $281K
MSFT $255K
BP $234K
CAT $204K

arrow_upwardAdded

BND +55%
FMB +14%
AOR +13%
AOA +10%

arrow_downwardTrimmed

None

remove_circleSold out

ETN $4.92M
Schwab US Treasury Money Investor $70K
MJNA $2

Weitzel Financial Services, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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