account_balance

Investment manager · 13F filer · SEC CIK 2009211

Wetzel Investment Advisors, Inc.

Reported value$290Mas of Sep 30, 2026
Positions133 4 new, 10 sold out
Top 10 weight54.7%VOO alone is 9%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VOO Vanguard Index FDS 9.5% Added +3%
SFLR Innovator Etfs Trust 8.7% Added +3%
IWF iShares Tr 8.0% Held
VTV Vanguard Index FDS 5.2% Held
JPM JPMorgan Chase & Co 4.5% HeldLLY ELI Lilly & Co 4.5% Held
BRTR BlackRock ETF Trust II 4.2% Held
GOVT iShares Tr 3.6% Added +2%
VXUS Vanguard Star FDS 3.6% Held
DYNF BlackRock ETF Trust 3.0% Added +5%
SPY SPDR S&P 500 ETF Trust 2.0% Held
JHMM John Hancock Exchange Traded 1.8% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • PSX $267K
  • DRAM $248K
  • CVX $240K
  • BALI $231K
arrow_upwardAdded
  • APA +27%
  • CORO +11%
  • PFE +7%
  • JHMM +6%
arrow_downwardTrimmed
  • MSFT −7%
  • FDL −5%
  • DMAR −4%
  • SPHQ −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist