StockDriftsStockDriftsTop 50 Wetzel Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.06% | 38.1K | $26.2M | +40.08%(+10.90K) | $499.64(+42.64%) | 2026-06-30 | |
| SFLR | INNOVATOR ETFS TRUST | 8.44% | 631.2K | $24.4M | +28.96%(+141.75K) | $33.72(+16.76%) | 2026-06-30 | |
| IWF | ISHARES TR | 7.91% | 183.9K | $22.8M | -17.08%(-37.89K) | $86.30(+42.98%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.29% | 70.1K | $15.3M | -20.15%(-17.70K) | $168.26(+35.22%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.68% | 11.3K | $13.5M | +0.00%(+0) | $621.39(+89.80%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.46% | 39.3K | $12.9M | -1.06%(-423) | $157.56(+131.48%) | 2026-06-30 | |
| BRTR | BLACKROCK ETF TRUST II | 4.42% | 253.3K | $12.7M | +12.77%(+28.69K) | $50.40(-1.48%) | 2026-06-30 | |
| GOVT | ISHARES TR | 3.68% | 466.5K | $10.6M | +99.16%(+232.28K) | $22.90(-1.92%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.63% | 122.6K | $10.5M | -25.24%(-41.39K) | $61.30(+43.78%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.79% | 118.3K | $8.0M | +59.82%(+44.27K) | $59.24(+18.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +48.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.56% |
Wetzel Investment Advisors INC reports $288.65M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.1%), SFLR (8.4%) and IWF (7.9%). The top 20 holdings account for 69.77% of reported assets. Its disclosed equity book has returned +48.97% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wetzel Investment Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009211). View Wetzel Investment Advisors INC’s 13F filings on SEC