Institutions / Wetzel Investment Advisors, Inc.

Wetzel Investment Advisors, Inc.

CIK 2009211 · Institution · as of Dec 31, 2025

Portfolio value

$246.94M

Positions

132

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 132 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$25.77M	54,439	10.4%
Innovator Etfs Trust	—	$16.10M	436,484	6.5%
Vanguard Index Fds	—	$16.06M	25,603	6.5%
Vanguard Index Fds	—	$15.07M	78,921	6.1%
Vanguard Star Fds	—	$12.92M	171,262	5.2%
JPMorgan Chase & Co	—	$12.86M	39,912	5.2%
ELI LILLY & Co	—	$11.66M	10,846	4.7%
BlackRock ETF Trust II	—	$10.68M	210,290	4.3%
SPDR S&P 500 ETF Tr	—	$5.13M	7,502	2.1%
iShares MSCI UAE ETF	—	$5.06M	219,858	2.0%
Vanguard Index Fds	—	$4.95M	23,663	2.0%
iShares Inc	—	$4.73M	70,423	1.9%
SPDR Series Trust	—	$4.61M	136,355	1.9%
iShares Tr	—	$4.57M	46,416	1.9%
Apple Inc.	—	$3.99M	14,665	1.6%
Invesco Exchange Traded Fd T	—	$3.96M	52,741	1.6%
Citigroup Inc	—	$3.67M	31,441	1.5%
BlackRock ETF Trust II	—	$3.29M	62,390	1.3%
John Hancock Exchange Traded	—	$3.11M	47,485	1.3%
iShares Tr	—	$3.05M	46,209	1.2%
Invesco Exch Traded Fd Tr II	—	$2.95M	24,746	1.2%
First Tr Exchange-Traded Fd	—	$2.81M	63,316	1.1%
First Tr Exchange-Traded Fd	—	$2.63M	28,482	1.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$2.58M	42,404	1.0%
Microsoft Corp	—	$2.16M	4,475	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.