WETZEL INVESTMENT ADVISORS, INC.
Sector Allocation
- Other73.6%$213.4M
- Financials11.0%$31.9M
- Healthcare5.4%$15.5M
- Technology5.1%$14.9M
- Energy2.3%$6.7M
- Industrials1.0%$3.0M
- Consumer Staples0.7%$2.1M
- Utilities0.4%$1.2M
- Consumer Discretionary0.3%$901,802
- Communication Services0.1%$254,477
AUM History
13fpro.ai/research/fund/wetzel-investment-advisors-inc-2009211
Conviction and streaks
Stable · top 10 = 54.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$27.4M
- INNOVATOR$25.3M
- ISHARES$23.3M
- VANGUARD$15.2M
JPM
$13.0MLLY
$12.9M- BLACKROCK$12.3M
- ISHARES$10.4M
- VANGUARD$10.3M
- BLACKROCK$8.6M
SPY
$5.8M- JOHN$5.2M
- SPDR$4.7M
- VANGUARD$4.7M
AAPL
$4.3M- ISHARES$4.2M
IVZ
$4.0MC
$3.6M- BLACKROCK$3.5M
- $3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wetzel-investment-advisors-inc-2009211
WETZEL INVESTMENT ADVISORS, INC. 13F holdings — Q3 2026
$289.9M portfolio (+0.4% QoQ) · 133 holdings · Q3 2026 13F · top 10 are 55% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$27.4M
9.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
INNOVATOR ETFS TRUST - QUITY MANAGD FLR
$25.3M
8.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS 1000 GRW ETF
$23.3M
8.0% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$15.2M
5.2% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $13.0M
4.5% of stocks
-0.0%This quarter+1.3%Since filed8+ qtrsHeld$12.9M
4.5% of stocks
-0.7%This quarter+9.9%Since filed8+ qtrsHeld- 7
BLACKROCK ETF TRUST II - ISHA TOTA RE ETF
$12.3M
4.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - US TREAS BD ETF
$10.4M
3.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD STAR FDS - VG TL INTL STK F
$10.3M
3.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
BLACKROCK ETF TRUST - ISHARES US EQUIT
$8.6M
3.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $27.4M | 9.5% | +3% | — | — | — | — | |
| 2 | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $25.3M | 8.7% | +3% | — | — | — | — | |
| 3 | ISHARES TR - RUS 1000 GRW ETF | $23.3M | 8.0% | +1.0% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $15.2M | 5.2% | +0.1% | — | — | — | — | |
| 5 | $13.0M | 4.5% | -0.0% | +1.3% | 8+ qtrs | 71.9#171 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $12.9M | 4.5% | -0.7% | +9.9% | 8+ qtrs | 85.7#4 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | BLACKROCK ETF TRUST II - ISHA TOTA RE ETF | $12.3M | 4.3% | +2% | — | — | — | — | |
| 8 | ISHARES TR - US TREAS BD ETF | $10.4M | 3.6% | +2% | — | — | — | — | |
| 9 | VANGUARD STAR FDS - VG TL INTL STK F | $10.3M | 3.5% | -1% | — | — | — | — | |
| 10 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $8.6M | 3.0% | +5% | — | — | — | — |
All holdings — WETZEL INVESTMENT ADVISORS, INC. (Q3 2026)
133 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUSTetf/fund | — | $5.8M | 2.0% | 7,601 | — | 8+ qtrs | — | 13F | |
| 12 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $5.2M | 1.8% | 73K | +6% | — | — | 13F |
| 13 | — | SPDR SERIES TRUST - ST INTER BD ETFetf/fund | — | $4.7M | 1.6% | 145K | +1% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - EXTEND MKT ETFetf/fund | — | $4.7M | 1.6% | 20K | -2% | — | — | 13F |
| 15 | Apple Inc. | Technology | $4.3M | 1.5% | 13K | -3% | 8+ qtrsTrimmed 3 qtrs in a row | 75.7 | 13F | |
| 16 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $4.2M | 1.5% | 52K | -2% | — | — | 13F |
| 17 | Invesco Ltd. | Financials | $4.0M | 1.4% | 48K | -4% | 8+ qtrsTrimmed 3 qtrs in a row | — | 13F | |
| 18 | CITIGROUP INC | Financials | $3.6M | 1.2% | 28K | +0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $3.5M | 1.2% | 80K | +2% | — | — | 13F |
| 20 | Invesco Ltd. | Financials | $3.5M | 1.2% | 23K | -3% | 8+ qtrsTrimmed 3 qtrs in a row | — | 13F | |
| 21 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund | — | $3.3M | 1.1% | 110K | +3% | — | — | 13F |
| 22 | Marathon Petroleum Corp | Energy | $3.0M | 1.0% | 7,537 | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $2.9M | 1.0% | 41K | -3% | — | — | 13F |
| 24 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETFetf/fund | — | $2.8M | 1.0% | 56K | +0.5% | — | — | 13F |
| 25 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $2.8M | 1.0% | 58K | -5% | — | — | 13F |
| 26 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $2.7M | 0.9% | 58K | +2% | |||
| 27 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $2.5M | 0.9% | 27K | -3% | |||
| 28 | — | ISHARES INC - EMNG MKTS EQT | — | $2.5M | 0.9% | 35K | +5% | |||
| 29 | $NVDA | NVIDIA CORP | Technology | $2.1M | 0.7% | 9,288 | +2% | |||
| 30 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.1M | 0.7% | 8,910 | -1% | |||
| 31 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $2.1M | 0.7% | 26K | -2% | |||
| 32 | $MSFT | MICROSOFT CORP | Technology | $1.9M | 0.7% | 3,649 | -7% | |||
| 33 | $GOOGL | Alphabet Inc. | Technology | $1.8M | 0.6% | 5,203 | +0.5% | |||
| 34 | — | PACER FDS TR - METAURUS CAP 400 | — | $1.7M | 0.6% | 36K | +0.6% | |||
| 35 | $WMT | Walmart Inc. | Consumer Staples | $1.6M | 0.6% | 15K | +0.2% | |||
| 36 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.4M | 0.5% | 31K | -4% | |||
| 37 | $APA | APA Corp | Energy | $1.4M | 0.5% | 33K | +27% | |||
| 38 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.2M | 0.4% | 1,655 | — | |||
| 39 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $1.2M | 0.4% | 9,129 | -2% | |||
| 40 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.2M | 0.4% | 12K | -3% | |||
| 41 | $JXN | Jackson Financial Inc. | Financials | $1.2M | 0.4% | 9,300 | +2% | |||
| 42 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $1.2M | 0.4% | 33K | +11% | |||
| 43 | — | ISHARES TR - CONV BD ETF | — | $1.2M | 0.4% | 10K | -2% | |||
| 44 | $ETN | Eaton Corp plc | Industrials | $1.1M | 0.4% | 2,653 | +0.2% | |||
| 45 | — | ISHARES TR - CORE MSCI EAFE | — | $1.1M | 0.4% | 12K | -0.6% | |||
| 46 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $1.1M | 0.4% | 9,883 | — | |||
| 47 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.1M | 0.4% | 4,313 | -1% | |||
| 48 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.0M | 0.4% | 3,944 | +0.3% | |||
| 49 | $AVGO | Broadcom Inc. | Technology | $1.0M | 0.4% | 2,972 | +1% | |||
| 50 | — | ISHARES TR - BROAD USD HIGH | — | $978K | 0.3% | 27K | -1% | |||
| 51 | — | NEUBERGER BERMAN ETF TRUST - SHORT DURATION I | — | $954K | 0.3% | 19K | -2% | |||
| 52 | $MU | MICRON TECHNOLOGY INC | Technology | $952K | 0.3% | 894 | +3% | |||
| 53 | — | ISHARES TR - U.S. TECH ETF | — | $936K | 0.3% | 3,533 | -0.0% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $916K | 0.3% | 5,627 | +2% | |||
| 55 | $COP | CONOCOPHILLIPS | Energy | $913K | 0.3% | 7,297 | — | |||
| 56 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $855K | 0.3% | 700 | — | |||
| 57 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $795K | 0.3% | 5,029 | — | |||
| 58 | — | PACER FDS TR - US CASH COWS 100 | — | $788K | 0.3% | 12K | +3% | |||
| 59 | $UNP | UNION PACIFIC CORP | Industrials | $785K | 0.3% | 2,884 | +0.1% | |||
| 60 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $752K | 0.3% | 16K | +1% | |||
| 61 | $FITB | FIFTH THIRD BANCORP | Financials | $750K | 0.3% | 15K | -0.5% | |||
| 62 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $674K | 0.2% | 14K | -4% | |||
| 63 | $AMZN | AMAZON COM INC | Consumer Discretionary | $646K | 0.2% | 2,593 | +1% | |||
| 64 | $ALL | ALLSTATE CORP | Financials | $617K | 0.2% | 2,768 | — | |||
| 65 | — | ISHARES TR - CORE S&P TTL STK | — | $606K | 0.2% | 3,644 | -3% | |||
| 66 | $PFE | PFIZER INC | Healthcare | $592K | 0.2% | 21K | +7% | |||
| 67 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $562K | 0.2% | 17K | -2% | |||
| 68 | $MSI | Motorola Solutions, Inc. | Technology | $556K | 0.2% | 1,243 | -0.3% | |||
| 69 | — | ISHARES TR - RUS 1000 ETF | — | $541K | 0.2% | 1,299 | — | |||
| 70 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $536K | 0.2% | 3,696 | -2% | |||
| 71 | — | ISHARES TR - CORE DIV GRWTH | — | $513K | 0.2% | 6,800 | +8% | |||
| 72 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $511K | 0.2% | 12K | — | |||
| 73 | $TT | Trane Technologies plc | Technology | $504K | 0.2% | 1,115 | -0.8% | |||
| 74 | $CNP | CENTERPOINT ENERGY INC | Utilities | $492K | 0.2% | 13K | — | |||
| 75 | — | CARILLON SER TR - RJ EA GCM DI ETF | — | $448K | 0.1% | 16K | +9% | |||
| 76 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $446K | 0.1% | 2,651 | — | |||
| 77 | — | ISHARES TR - CORE S&P SCP ETF | — | $430K | 0.1% | 3,160 | -5% | |||
| 78 | $MRK | Merck & Co., Inc. | Healthcare | $429K | 0.1% | 2,938 | -2% | |||
| 79 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $409K | 0.1% | 7,275 | — | |||
| 80 | $CSCO | CISCO SYSTEMS, INC. | Technology | $405K | 0.1% | 3,765 | -2% | |||
| 81 | $MTRN | MATERION Corp | Industrials | $404K | 0.1% | 1,500 | — | |||
| 82 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $402K | 0.1% | 7,482 | +13% | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $401K | 0.1% | 5,686 | -3% | |||
| 84 | $DOV | DOVER Corp | Industrials | $387K | 0.1% | 2,452 | -0.5% | |||
| 85 | $CB | Chubb Ltd | Financials | $384K | 0.1% | 1,177 | -4% | |||
| 86 | $META | Meta Platforms, Inc. | Technology | $375K | 0.1% | 517 | -0.4% | |||
| 87 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $369K | 0.1% | 3,000 | — | |||
| 88 | $QCOM | QUALCOMM INC/DE | Technology | $368K | 0.1% | 2,002 | — | |||
| 89 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $363K | 0.1% | 5,134 | +9% | |||
| 90 | — | FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH | — | $358K | 0.1% | 2,740 | — | |||
| 91 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $357K | 0.1% | 5,801 | — | |||
| 92 | $CME | CME GROUP INC. | Financials | $352K | 0.1% | 1,343 | — | |||
| 93 | $UNM | Unum Group | Financials | $349K | 0.1% | 3,975 | — | |||
| 94 | $KHC | Kraft Heinz Co | Consumer Staples | $326K | 0.1% | 14K | +6% | |||
| 95 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $317K | 0.1% | 518 | — | |||
| 96 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $315K | 0.1% | 9,270 | — | |||
| 97 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | — | $309K | 0.1% | 6,618 | -5% | |||
| 98 | $JCI | Johnson Controls International plc | Industrials | $308K | 0.1% | 2,065 | -6% | |||
| 99 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $308K | 0.1% | 6,559 | -1% | |||
| 100 | $MSTR | Strategy Inc | Financials | $301K | 0.1% | 12K | +2% | |||
| 101 | — | ISHARES TR - U.S. FIN SVC ETF | — | $299K | 0.1% | 3,325 | -0.0% | |||
| 102 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $296K | 0.1% | 7,324 | -10% | |||
| 103 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $288K | 0.1% | 1,108 | -3% | |||
| 104 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $285K | 0.1% | 1,705 | +1% | |||
| 105 | $MIRM | Mirum Pharmaceuticals, Inc. | Healthcare | $282K | 0.1% | 3,300 | — | |||
| 106 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $279K | 0.1% | 4,588 | -5% | |||
| 107 | $WM | WASTE MANAGEMENT INC | Utilities | $275K | 0.1% | 1,348 | — | |||
| 108 | $V | VISA INC. | Financials | $271K | 0.1% | 754 | +1% | |||
| 109 | — | ISHARES TR - SYSTEMATIC BD ET | — | $269K | 0.1% | 3,195 | +2% | |||
| 110 | $PSX | Phillips 66 | Energy | $267K | 0.1% | 1,046 | New | |||
| 111 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | — | $266K | 0.1% | 5,693 | — | |||
| 112 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $258K | 0.1% | 9,378 | — | |||
| 113 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $256K | 0.1% | 899 | -10% | |||
| 114 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $254K | 0.1% | 5,548 | -0.8% | |||
| 115 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $254K | 0.1% | 2,334 | +2% | |||
| 116 | — | ISHARES TR - CORE US AGGBD ET | — | $254K | 0.1% | 2,687 | +0.2% | |||
| 117 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $248K | 0.1% | 4,110 | New | |||
| 118 | $ABBV | AbbVie Inc. | Healthcare | $243K | 0.1% | 930 | -3% | |||
| 119 | $CVX | CHEVRON CORP | Energy | $240K | 0.1% | 1,174 | New | |||
| 120 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $236K | 0.1% | 1,613 | -0.4% | |||
| 121 | — | ISHARES INC - EURO HIGH YIELD | — | $234K | 0.1% | 4,486 | -0.2% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $233K | 0.1% | 2,096 | +2% | |||
| 123 | — | BLACKROCK ETF TRUST - ISHARES US LARG | — | $231K | 0.1% | 6,704 | New | |||
| 124 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $229K | 0.1% | 7,800 | — | |||
| 125 | $NI | NISOURCE INC. | Utilities | $227K | 0.1% | 5,826 | — | |||
| 126 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $226K | 0.1% | 5,000 | — | |||
| 127 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $224K | 0.1% | 1,143 | -5% | |||
| 128 | — | ISHARES TR - MSCI USA VALUE | — | $216K | 0.1% | 1,092 | — | |||
| 129 | — | ISHARES TR - INTL EQTY FACTOR | — | $214K | 0.1% | 5,164 | +2% | |||
| 130 | — | ISHARES TR - 7-10 YR TRSY BD | — | $212K | 0.1% | 2,371 | +5% | |||
| 131 | $KO | COCA COLA CO | Consumer Staples | $208K | 0.1% | 2,399 | -5% | |||
| 132 | — | PACER FDS TR - US SM CAP CA ETF | — | $201K | 0.1% | 3,781 | -10% | |||
| 133 | $PRQR | ProQR Therapeutics N.V. | Healthcare | $17K | 0.0% | 11K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 47 added to, 52 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (47)
- VANGUARD INDEX FDS - S&P 500 ETF SHS+3%
now $27.4M
- INNOVATOR ETFS TRUST - QUITY MANAGD FLR+3%
now $25.3M
- BLACKROCK ETF TRUST - ISHARES US EQUIT+5%
now $8.6M
- JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI+6%
now $5.2M
$APAAPA Corp+27%
now $1.4M · held 6 qtrs
- ISHARES TR - RUS 1000 GRW ETF+1.0%
now $23.3M
+41 more in the Excel export
Trimmed (52)
now $4.0M · held 8+ qtrs, 3 trims in a row
now $4.3M · held 8+ qtrs, 3 trims in a row
$MSFTMICROSOFT CORP-7%
now $1.9M · held 8+ qtrs, 4 trims in a row
- FIRST TR EXCHANGE-TRADED FD - SHS-5%
now $2.8M
- VANGUARD STAR FDS - VG TL INTL STK F-1%
now $10.3M
now $12.9M · held 8+ qtrs
+46 more in the Excel export
Holdings by quarter
Every 13F WETZEL INVESTMENT ADVISORS, INC. has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow WETZEL INVESTMENT ADVISORS?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of WETZEL INVESTMENT ADVISORS's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+1.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 14% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WETZEL INVESTMENT ADVISORS, INC. disclosed 133 positions worth $289.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 4 new positions and exited 9 — including a new stake in $PSX and a full exit from $WBS. The portfolio is most concentrated in Other (73.6% of disclosed assets). All figures are sourced directly from WETZEL INVESTMENT ADVISORS, INC.’s Form 13F-HR filing with the SEC under CIK 2009211.
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AI-Powered Hedge Fund Analysis: WETZEL INVESTMENT ADVISORS, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For WETZEL INVESTMENT ADVISORS, INC. (SEC CIK: 2009211), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WETZEL INVESTMENT ADVISORS, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.