13F Insight
DOSSIER · 13F-HR · Q1 2026

Weitzel Financial Services, Inc.

Weitzel Financial Services's asset manager based in Boston, MA — $265M in tracked AUM across 50 positions as of Q1 2026.

WF
Weitzel Financial Services·Boston, MA·Asset Manager
CIK 0001846789 · last filed Mar 31, 2026
Total AUM
$265M
▲ 15.4%
vs prior
Holdings
50
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Weitzel Financial Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E
$54M679K20.3%
02
VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
$40M610K14.9%
03
SCHD
SCHWAB U.S. DIVIDEND EQUITY ETF
$21M683K7.9%
04
SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF
$18M711K6.8%
05
AOM
ISHARES CORE 40/60 MODERATE ALLOCATION ETF
$15M313K5.6%
06
LMBS
FIRST TRUST LOW DURATIONOPPORTUNITIES ETF
$13M264K4.9%
07
BNDX
VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES
$13M261K4.7%
08
QQQ
INVESCO QQQ TR
$11M18K4.0%
09
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
$10M148K3.8%
10
MUB
ISHARES NATIONAL MUNI BOND ETF
$10M93K3.7%

Filing history

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