Wetzel Investment Advisors
Wetzel Investment Advisors reported 133 stocks worth $290M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (9.5%), SFLR (8.7%) and IWF (8.0%). Compared with Q2 2026, the fund opened new positions in XOM, added to VOO, SFLR and IWF, trimmed LLY, VXUS and VXF and sold out of XOM, GLW and GE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $27.4M | 9.5% | 39K | +1,013 (+3%) | 8 of 8 | |
| 2 |  SFLR Innovator Etfs Trust | $25.3M | 8.7% | 649K | +17K (+3%) | 8 of 8 | |
| 3 |  IWF Ishares TR | $23.3M | 8.0% | 186K | +1,801 (+1%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $15.2M | 5.2% | 70K | +76 (+0%) | 8 of 8 | |
| 5 |  JPM Jpmorgan Chase & Co. | $13M | 4.5% | 39K | No change | 8 of 8 | |
| 6 |  LLY Eli Lilly & Co | $12.9M | 4.5% | 11K | −78 (−1%) | 8 of 8 | |
| 7 |  BRTR Blackrock ETF Trust II | $12.3M | 4.3% | 257K | +4,085 (+2%) | 6 of 8 | |
| 8 |  GOVT Ishares US Treasury Bond | $10.4M | 3.6% | 476K | +9,935 (+2%) | 6 of 8 | |
| 9 |  VXUS Vanguard Star Fds | $10.3M | 3.5% | 121K | −1,315 (−1%) | 8 of 8 | |
| 10 |  DYNF Blackrock ETF Trust | $8.6M | 3.0% | 124K | +5,368 (+5%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $756K | 5,527 |
WEBSTER FINL CORP | $306K | 4,000 |
 GLW Corning Inc | $300K | 1,174 |
 GE GE Aerospace | $230K | 615 |
 AEE Ameren Corp | $226K | 2,000 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wetzel Investment Advisors 13F FAQ
What does Wetzel Investment Advisors own?
Wetzel Investment Advisors reported 133 stocks worth $290M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (9.5%), SFLR (8.7%) and IWF (8.0%). The table above lists every position in the filing (the top 10 without an account).
What did Wetzel Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 46 added to, 49 trimmed and 11 sold out. New positions include XOM. It sold all of XOM, GLW and GE.
When will Wetzel Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wetzel Investment Advisors's portfolio worth?
The Q3 2026 filing reports $290M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.