13F Insight
DOSSIER · 13F-HR · Q2 2026

WETZEL INVESTMENT ADVISORS, INC.

$289M in tracked AUM across 151 positions as of Q2 2026.

WI
CIK 0002009211 · last filed Jun 30, 2026
Total AUM
$289M
as of Q2 2026
Holdings
151
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WETZEL INVESTMENT ADVISORS, 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
VOO
VANGUARD INDEX FDS
$26M38K9.1%02
SFLR
INNOVATOR ETFS TRUST
$24M631K8.4%03
IWF
ISHARES TR
$23M184K7.9%04
VTV
VANGUARD INDEX FDS
$15M70K5.3%05
LLY
ELI LILLY & CO
$14M11K4.7%06
JPM
JPMORGAN CHASE & CO
$13M39K4.5%07
BRTR
BLACKROCK ETF TRUST II
$13M253K4.4%08
GOVT
ISHARES TR
$11M467K3.7%09
VXUS
VANGUARD STAR FDS
$10M123K3.6%10
DYNF
BLACKROCK ETF TRUST
$8M118K2.8%

Filing history

2026Q2Jun 30
$289M▲ 14.8%
151 positionsView →2026Q1Mar 31
$252M▲ 1.9%
142 positionsView →2025Q4Dec 31
$247M▲ 5.3%
161 positionsView →2025Q3Sep 30
$234M▲ 7.2%
157 positionsView →2025Q2Jun 30
$219M▲ 10.2%
156 positionsLocked2025Q1Mar 31
$198M▼ 1.4%
122 positionsLocked2024Q4Dec 31
$201M▲ 1.2%
121 positionsLocked2024Q3Sep 30
$199M▲ 13.7%
121 positionsLocked2024Q2Jun 30
$175M▲ 3.0%
952 positionsLocked2024Q1Mar 31
$170M▲ 4.3%
1,119 positionsLocked2023Q4Dec 31
$163M—
1,109 positionsLocked