WETZEL INVESTMENT ADVISORS, INC.
WETZEL INVESTMENT ADVISORS, INC. reported 139 positions worth $288.7M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VOO (9.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $26.2M | 9.06% | 38,096 | — | — | |
| ▸ 2 | SFLR | SH | $24.4M | 8.44% | 631,184 | — | — | |
| ▸ 3 | IWF | SH | $22.8M | 7.91% | 183,929 | — | — | |
| ▸ 4 | VTV | SH | $15.3M | 5.29% | 70,122 | — | — | |
| ▸ 5 | LLY | SH | $13.5M | 4.68% | 11,256 | — | — | |
| ▸ 6 | JPM | SH | $12.9M | 4.46% | 39,301 | — | — | |
| ▸ 7 | BRTR | SH | $12.7M | 4.42% | 253,283 | — | — | |
| ▸ 8 | GOVT | SH | $10.6M | 3.68% | 466,531 | — | — | |
| ▸ 9 | VXUS | SH | $10.5M | 3.63% | 122,607 | — | — | |
| ▸ 10 | DYNF | SH | $8.0M | 2.79% | 118,288 | — | — |
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Frequently Asked Questions
What stocks does WETZEL INVESTMENT ADVISORS, INC. hold as of Q2 2026?
WETZEL INVESTMENT ADVISORS, INC. reported 139 positions worth $288.7M in its Q2 2026 13F filing. Largest positions: VOO (9.1%), SFLR (8.4%), IWF (7.9%), VTV (5.3%) and LLY (4.7%).
What did WETZEL INVESTMENT ADVISORS, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WETZEL INVESTMENT ADVISORS, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.