Institutional Manager · CIK 0002009211
WETZEL INVESTMENT ADVISORS, INC.
INDIANAPOLIS, IN · File #028-23559
Latest AUM
$246.9M
Positions
161
Top-10 Concentration
61.1%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025161 pos · $246.9M
- 13F HOLDINGS REPORTQ/E Sep 2025157 pos · $234.3M
- 13F HOLDINGS REPORTQ/E Jun 2025156 pos · $218.7M
- 13F HOLDINGS REPORTQ/E Mar 2025122 pos · $198.4M
- 13F HOLDINGS REPORTQ/E Dec 2024121 pos · $201.2M
- 13F HOLDINGS REPORTQ/E Sep 2024121 pos · $198.9M
- 13F HOLDINGS REPORTQ/E Jun 2024952 pos · $174.9M
- 13F HOLDINGS REPORTQ/E Mar 20241,119 pos · $169.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287614 | 54,439 | $25.8M | 12.00% |
| 2 | INNOVATOR ETFS TRUST | INHD | 436,484 | $16.1M | 7.50% |
| 3 | VANGUARD INDEX FDS | 922908363 | 25,603 | $16.1M | 7.48% |
| 4 | VANGUARD INDEX FDS | 922908744 | 78,921 | $15.1M | 7.02% |
| 5 | VANGUARD STAR FDS | 921909768 | 171,262 | $12.9M | 6.02% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 39,833 | $12.8M | 5.98% |
| 7 | ELI LILLY & CO | LLY | 10,789 | $11.6M | 5.40% |
| 8 | BLACKROCK ETF TRUST II | BLK | 210,290 | $10.7M | 4.97% |
| 9 | SPDR S&P 500 ETF TR | SPY | 7,502 | $5.1M | 2.39% |
| 10 | ISHARES TR | 46429B267 | 219,858 | $5.1M | 2.36% |
| 11 | VANGUARD INDEX FDS | 922908652 | 23,663 | $4.9M | 2.30% |
| 12 | ISHARES INC | 46434G103 | 70,423 | $4.7M | 2.21% |
| 13 | SPDR SERIES TRUST | 78464A375 | 136,355 | $4.6M | 2.15% |
| 14 | ISHARES TR | 46435G102 | 46,416 | $4.6M | 2.13% |
| 15 | INVESCO EXCHANGE TRADED FD T | IVZ | 52,741 | $4.0M | 1.84% |
| 16 | APPLE INC | AAPL | 14,379 | $3.9M | 1.82% |
| 17 | CITIGROUP INC | C-PR | 31,441 | $3.7M | 1.71% |
| 18 | BLACKROCK ETF TRUST II | BLK | 62,390 | $3.3M | 1.53% |
| 19 | JOHN HANCOCK EXCHANGE TRADED | 47804J206 | 47,485 | $3.1M | 1.45% |
| 20 | ISHARES TR | 464287507 | 46,209 | $3.0M | 1.42% |