Weitzel Financial Services, Inc.

DOSSIER · 13F-HR · Q2 2026

Weitzel Financial Services, Inc.

$294M in tracked AUM across 51 positions as of Q2 2026.

WF

CIK 0001846789 · last filed Jun 30, 2026

Total AUM

$294M

as of Q2 2026

Holdings

51

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Weitzel Financial Services, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SPTM

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

$62M684K21.0%02

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

$43M614K14.7%03

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

$23M709K7.8%04

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF

$19M743K6.4%05

AOM

ISHARES CORE 40/60 MODERATE ALLOCATION ETF

$16M316K5.3%06

QQQ

INVESCO QQQ TR

$13M19K4.5%07

LMBS

FIRST TRUST LOW DURATIONOPPORTUNITIES ETF

$13M267K4.5%08

BNDX

VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES

$13M268K4.4%09

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$12M153K4.2%10

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES