Weitzel Financial Services, Inc.

DOSSIER · 13F-HR · Q3 2026

Weitzel Financial Services, Inc.

$298M in tracked AUM across 53 positions as of Q3 2026.

WF

CIK 0001846789 · last filed Sep 30, 2026

Total AUM

$298M

as of Q3 2026

Holdings

53

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Weitzel Financial Services, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E

$64M691K21.6%02

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

$44M620K14.8%03

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

$23M717K7.9%04

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF

$19M784K6.4%05

AOM

ISHARES CORE 40/60 MODERATE ALLOCATION ETF

$16M323K5.3%06

QQQ

INVESCO QQQ TR

$14M19K4.8%07

LMBS

FIRST TRUST LOW DURATIONOPPORTUNITIES ETF

$13M276K4.5%08

BNDX

VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES

$13M278K4.4%09

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$13M158K4.2%10

VTI

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF