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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Weitzel Financial Services, Inc.

Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001846789-25-000006

Total Value
$246.1M
Positions
48
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (48)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S P 1500 CMPST ST ETF78464A805669,240$53.5M21.72%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858602,259$35.9M14.60%
3SPDR AGGREGATE BOND ETF78464A649675,717$17.5M7.12%
4SCHWAB US DIVIDEND EQUITY ETF808524797630,033$16.8M6.83%
5ISHARES CORE 40 60 MOD ALL ETF464289875288,776$13.6M5.55%
6VANGUARD TOTAL INTERNATIONAL BND ETF92203J407245,964$12.2M4.96%
7FRST TRT LOW DTN OPNTS ETF IV33739Q200242,730$12.1M4.93%
8INVSC QQQ TRUST SRS 1 ETFIVZ17,234$10.3M4.18%
9ISHARES NATIONAL MUNI BOND ETF46428841493,879$10.0M4.08%
10FT RISING DIVIDEND ACHIEVERS ETF33738R506142,187$9.4M3.82%
11VANGUARD TOTAL STOCK MARKET ETF92290876926,472$8.6M3.50%
12VANGUARD CONSUMER STAPLES ETF92204A20737,019$7.9M3.22%
13ISHARES FLOATING RATE BOND ETF46429B65581,835$4.2M1.69%
14DEERE & CODE9,294$4.1M1.68%
15VANGUARD VALUE ETF92290874419,728$3.6M1.48%
16ISHARES MSCI EMERGING MARKETS ETF46434G76449,889$3.4M1.39%
17SPDR PORTFOLIO DVLPD WRLD EX-US ETF78463X88979,121$3.4M1.37%
18FIRST TRUST MANAGED MUNICIPAL ETF33739N10837,042$1.9M0.77%
19SPDR S&P 500 VALUE ETF78464A50834,069$1.9M0.76%
20ISHARES CORE 60 40 BAL ALL ETF46428986722,620$1.4M0.59%
21VANGUARD SMALL CAP VALUEETF9229086116,215$1.3M0.52%
22FIRST TRST ENHNCD SHRT MRTY ETF IV33739Q40821,230$1.3M0.52%
23US BANCORP DELUSB-PS22,909$1.1M0.43%
24INVESCO NASDAQ 100 ETFIVZ4,217$1.0M0.42%
25SPDR S&P 500 ETFSPY1,187$783,7070.32%
26ISHARES CORE 80 20 AGG ALL ETF4642898597,978$697,1650.28%
27SCHWAB SHORT TERM US TREASURY ETF80852486227,486$671,1800.27%
28ALLIANT ENERGY CORPLNT9,366$637,8790.26%
29VANGUARD TOTAL BOND MARKET ETF9219378357,305$545,1080.22%
30TESLA INCTSLA1,256$532,2930.22%
31VANGUARD HIGH DIVIDEND YIELD ETF9219464063,305$461,3610.19%
32VANGUARD GROWTH ETF922908736968$460,1240.19%
33SPDR NUVEEN ICE HG YD MUN BD ETF78464a28418,104$453,0520.18%
34VANGUARD SMALL CAP ETF9229087511,677$424,6910.17%
35FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1067,555$344,2430.14%
36ISHARES SILVER TRUST ETFSLV7,261$340,2500.14%
37VANGUARD DIVIDEND APPRECIATION ETF9219088441,564$336,2600.14%
38VANGUARD MID CAP ETF9229086291,119$324,3810.13%
39FLEXSTEEL INDS INCFLEX7,223$308,1930.13%
40SPDR GOLD SHARES ETFGLD765$290,8800.12%
41EATON CORP PLC FETN748$277,6750.11%
42SPDR INDEX SHARES EMERG MARKT ETF78463X5095,614$259,7870.11%
43NVIDIA CORPNVDA1,395$253,7330.10%
44MICROSOFT CORPMSFT497$253,3830.10%
45VANGUARD FTSE EMERGING MARKETS ETF9220428584,568$244,5250.10%
46SCHWAB US LARGE CAP GROWTH ETF8085243007,604$241,4140.10%
47ISHS SHORT DU HI YLD MUNI ACT ETFBLK9,470$210,3760.09%
48INVESCO PREFERRED ETFIVZ14,843$171,3620.07%