13F Insight
DOSSIER · 13F-HR · Q3 2026

WETZEL INVESTMENT ADVISORS, INC.

$290M in tracked AUM across 146 positions as of Q3 2026.

WI
CIK 0002009211 · last filed Sep 30, 2026
Total AUM
$290M
as of Q3 2026
Holdings
146
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

WETZEL INVESTMENT ADVISORS, 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
VOO
VANGUARD INDEX FDS
$27M39K9.5%02
SFLR
INNOVATOR ETFS TRUST
$25M649K8.7%03
IWF
ISHARES TR
$23M186K8.0%04
VTV
VANGUARD INDEX FDS
$15M70K5.2%05
JPM
JPMORGAN CHASE & CO
$13M39K4.5%06
LLY
ELI LILLY & CO
$13M11K4.5%07
BRTR
BLACKROCK ETF TRUST II
$12M257K4.2%08
GOVT
ISHARES TR
$10M476K3.6%09
VXUS
VANGUARD STAR FDS
$10M121K3.6%10
DYNF
BLACKROCK ETF TRUST
$9M124K3.0%

Filing history

2026Q3Sep 30
$290M▲ 0.4%
146 positionsView →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 positionsLocked2025Q2Jun 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