WETZEL INVESTMENT ADVISORS, INC.

CIK 0002009211 • 7 13F filings • Apr 22, 2025 – Oct 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $198.4M121 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$230K	0.1%	1,098 SH
AIR PRODS & CHEMS INC	COM	$317K	0.2%	1,073 SH
ALLSTATE CORP	COM	$595K	0.3%	2,857 SH
ALPHABET INC	CAP STK CL A	$824K	0.4%	5,325 SH
AMAZON COM INC	COM	$622K	0.3%	3,271 SH
AMEREN CORP	COM	$201K	0.1%	2,000 SH
APPLE INC	COM	$3.2M	1.6%	14,499 SH
AT&T INC	COM	$207K	0.1%	7,308 SH
AUTOMATIC DATA PROCESSING IN	COM	$454K	0.2%	1,480 SH
AUTOZONE INC	COM	$202K	0.1%	53 SH
BANK AMERICA CORP	7.25%CNV PFD L	$864K	0.4%	700 SH
BEST BUY INC	COM	$224K	0.1%	3,008 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$200K	0.1%	8,828 SH
BROADCOM INC	COM	$640K	0.3%	3,820 SH
CENTERPOINT ENERGY INC	COM	$494K	0.2%	13,630 SH
CHEMOMAB THERAPEUTICS LTD	SPONSORED ADS	$12K	0.0%	11,000 SH
CHEVRON CORP NEW	COM	$305K	0.2%	1,826 SH
CHUBB LIMITED	COM	$558K	0.3%	1,843 SH
CISCO SYS INC	COM	$345K	0.2%	5,597 SH
CITIGROUP INC	COM NEW	$2.3M	1.2%	32,966 SH
CME GROUP INC	COM	$598K	0.3%	2,253 SH
COCA COLA CO	COM	$379K	0.2%	5,255 SH
COLGATE PALMOLIVE CO	COM	$205K	0.1%	2,190 SH
COMCAST CORP NEW	CL A	$268K	0.1%	7,275 SH
CONOCOPHILLIPS	COM	$841K	0.4%	8,009 SH
DARDEN RESTAURANTS INC	COM	$333K	0.2%	1,602 SH
EATON CORP PLC	SHS	$833K	0.4%	3,065 SH
ELEVANCE HEALTH INC	COM	$201K	0.1%	463 SH
ELI LILLY & CO	COM	$8.0M	4.0%	9,660 SH
EXPAND ENERGY CORPORATION	COM	$235K	0.1%	2,115 SH
EXXON MOBIL CORP	COM	$877K	0.4%	7,370 SH
FIFTH THIRD BANCORP	COM	$624K	0.3%	15,767 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$284K	0.1%	2,740 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$3.6M	1.8%	40,070 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$323K	0.2%	8,498 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.1M	1.1%	56,086 SH
FIRST TR LRGE CP CORE ALPHA	COM SHS	$1.3M	0.7%	12,758 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$4.5M	2.3%	103,739 SH
FIRST TR MULTI CP VAL ALPHA	SHS ISSUED FRST	$420K	0.2%	5,280 SH
FIRST TR VALUE LINE DIVID IN	SHS	$693K	0.3%	15,542 SH
FISERV INC	COM	$299K	0.2%	1,356 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$520K	0.3%	4,723 SH
HARTFORD INSURANCE GROUP INC	COM	$373K	0.2%	3,000 SH
HOME DEPOT INC	COM	$543K	0.3%	1,481 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$4.8M	2.4%	151,320 SH
INTERCONTINENTAL EXCHANGE IN	COM	$297K	0.1%	1,721 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$3.6M	1.8%	39,048 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$481K	0.2%	6,438 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$6.3M	3.2%	95,301 SH
INVESCO QQQ TR	UNIT SER 1	$790K	0.4%	1,685 SH
ISHARES INC	CORE MSCI EMKT	$5.3M	2.7%	98,774 SH
ISHARES TR	BROAD USD HIGH	$3.8M	1.9%	103,295 SH
ISHARES TR	CONV BD ETF	$4.0M	2.0%	48,113 SH
ISHARES TR	CORE MSCI EAFE	$2.3M	1.2%	30,574 SH
ISHARES TR	CORE S&P MCP ETF	$3.3M	1.7%	56,986 SH
ISHARES TR	CORE S&P SCP ETF	$4.7M	2.4%	44,633 SH
ISHARES TR	CORE S&P TTL STK	$625K	0.3%	5,126 SH
ISHARES TR	CORE US AGGBD ET	$321K	0.2%	3,242 SH
ISHARES TR	MSCI EAFE ETF	$447K	0.2%	5,464 SH
ISHARES TR	MSCI USA MIN VOL	$1.8M	0.9%	19,278 SH
ISHARES TR	PFD AND INCM SEC	$1.3M	0.7%	42,691 SH
ISHARES TR	RUS 1000 ETF	$398K	0.2%	1,299 SH
ISHARES TR	RUS 1000 GRW ETF	$15.8M	7.9%	43,657 SH
ISHARES TR	RUS 1000 VAL ETF	$1.3M	0.6%	6,742 SH
ISHARES TR	RUSEL 2500 ETF	$331K	0.2%	5,287 SH
ISHARES TR	U.S. FIN SVC ETF	$327K	0.2%	4,161 SH
ISHARES TR	U.S. TECH ETF	$629K	0.3%	4,476 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$1.2M	0.6%	24,783 SH
JOHNSON & JOHNSON	COM	$715K	0.4%	4,309 SH
JOHNSON CTLS INTL PLC	SHS	$287K	0.1%	3,572 SH
JPMORGAN CHASE & CO.	COM	$10.9M	5.5%	44,477 SH
MARATHON PETE CORP	COM	$1.2M	0.6%	8,161 SH
MEDTRONIC PLC	SHS	$315K	0.2%	3,476 SH
MERCK & CO INC	COM	$425K	0.2%	4,695 SH
META PLATFORMS INC	CL A	$437K	0.2%	759 SH
MICROSOFT CORP	COM	$1.8M	0.9%	4,669 SH
MOTOROLA SOLUTIONS INC	COM NEW	$636K	0.3%	1,448 SH
NISOURCE INC	COM	$234K	0.1%	5,826 SH
NVIDIA CORPORATION	COM	$809K	0.4%	7,466 SH
PACER FDS TR	METAURUS CAP 400	$567K	0.3%	15,300 SH
PACER FDS TR	US CASH COWS 100	$724K	0.4%	13,227 SH
PACER FDS TR	US SMALL CAP CAS	$2.0M	1.0%	52,213 SH
PFIZER INC	COM	$210K	0.1%	8,285 SH
PIMCO ETF TR	MUNI INCOME OPP	$537K	0.3%	12,000 SH
PORTLAND GEN ELEC CO	COM NEW	$230K	0.1%	5,100 SH
PROCTER AND GAMBLE CO	COM	$207K	0.1%	1,213 SH
PRUDENTIAL FINL INC	COM	$1.1M	0.6%	10,128 SH
QUALCOMM INC	COM	$318K	0.2%	2,069 SH
RAYMOND JAMES FINL INC	COM	$699K	0.4%	5,029 SH
REPUBLIC SVCS INC	COM	$213K	0.1%	879 SH
S&P GLOBAL INC	COM	$221K	0.1%	435 SH
SALESFORCE INC	COM	$356K	0.2%	1,328 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$215K	0.1%	2,228 SH
SELECT SECTOR SPDR TR	ENERGY	$308K	0.2%	3,292 SH
SELECT SECTOR SPDR TR	INDL	$235K	0.1%	1,792 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$279K	0.1%	1,415 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$405K	0.2%	2,776 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$314K	0.2%	1,519 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.7M	1.9%	6,606 SH
SPDR SER TR	PORTFOLIO INTRMD	$6.3M	3.2%	189,341 SH
SPDR SER TR	S&P DIVID ETF	$807K	0.4%	5,948 SH
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$559K	0.3%	13,599 SH
TJX COS INC NEW	COM	$234K	0.1%	1,924 SH
TRANE TECHNOLOGIES PLC	SHS	$493K	0.2%	1,460 SH
UNION PAC CORP	COM	$757K	0.4%	3,204 SH
UNITEDHEALTH GROUP INC	COM	$365K	0.2%	697 SH
UNUM GROUP	COM	$341K	0.2%	4,190 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$4.7M	2.4%	27,215 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	1.0%	7,579 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.7M	6.4%	24,655 SH
VANGUARD INDEX FDS	VALUE ETF	$6.5M	3.3%	37,485 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$4.0M	2.0%	34,132 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$956K	0.5%	19,263 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.3M	1.2%	11,806 SH
VANGUARD STAR FDS	VG TL INTL STK F	$16.0M	8.1%	257,557 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$653K	0.3%	5,063 SH
VERIZON COMMUNICATIONS INC	COM	$494K	0.2%	10,896 SH
VISA INC	COM CL A	$330K	0.2%	942 SH
WALMART INC	COM	$1.5M	0.8%	17,258 SH
WASTE MGMT INC DEL	COM	$386K	0.2%	1,667 SH
WEBSTER FINL CORP	COM	$217K	0.1%	4,200 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002009211-26-000006	—	View
Jan 22, 2026	Q4 2025	13F-HR	0002009211-26-000001	$246.9M	View
Oct 27, 2025	Q3 2025