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: $251.5M128 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$215K	0.1%Prev: 0.1%	988 SH	Decreased-110 SH
AIR PRODUCTS AND CHEMICALS I	COM	$232K	0.1%	799 SH	New
ALLSTATE CORP	COM	$580K	0.2%Prev: 0.3%	2,785 SH	Decreased-72 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.6%Prev: 0.4%	5,179 SH	Increased-146 SH
AMAZON COM INC	COM	$536K	0.2%Prev: 0.3%	2,573 SH	Decreased-698 SH
AMEREN CORP	COM	$220K	0.1%Prev: 0.1%	2,000 SH	Increased
APA CORPORATION	COM	$1.1M	0.4%	25,914 SH	New
APPLE INC	COM	$3.6M	1.4%Prev: 1.6%	14,044 SH	Increased-455 SH
AUTOMATIC DATA PROCESSING IN	COM	$264K	0.1%Prev: 0.2%	1,286 SH	Decreased-194 SH
BANK AMERICA CORP	7.25%CNV PFD L	$834K	0.3%Prev: 0.4%	700 SH	Decreased
BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.3M	1.7%	74,013 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$699K	0.3%	19,303 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.3M	1.3%	64,324 SH	New
BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$11.3M	4.5%	224,597 SH	New
BROADCOM INC	COM	$1.0M	0.4%Prev: 0.3%	3,348 SH	Increased-472 SH
CENTERPOINT ENERGY INC	COM	$577K	0.2%Prev: 0.2%	13,365 SH	Increased-265 SH
CHEVRON CORPORATION	COM	$329K	0.1%	1,592 SH	New
CHUBB LTD SWITZ	COM	$486K	0.2%	1,488 SH	New
CISCO SYS INC	COM	$351K	0.1%Prev: 0.2%	4,520 SH	Increased-1,077 SH
CITIGROUP INC	COM NEW	$3.6M	1.4%Prev: 1.2%	31,641 SH	Increased-1,325 SH
CME GROUP INC	COM	$447K	0.2%Prev: 0.3%	1,512 SH	Decreased-741 SH
COCA COLA CO	COM	$247K	0.1%Prev: 0.2%	3,227 SH	Decreased-2,028 SH
CONOCOPHILLIPS	COM	$963K	0.4%Prev: 0.4%	7,297 SH	Increased-712 SH
DARDEN RESTAURANTS INC	COM	$234K	0.1%Prev: 0.2%	1,194 SH	Decreased-408 SH
DBX ETF TR	XTRACK MSCI EAFE	$596K	0.2%	18,392 SH	New
EATON CORP PLC	SHS	$1.0M	0.4%Prev: 0.4%	2,862 SH	Increased-203 SH
ELI LILLY & CO	COM	$10.4M	4.1%Prev: 4.0%	11,256 SH	Increased+1,596 SH
EXXON MOBIL CORP	COM	$955K	0.4%Prev: 0.4%	5,627 SH	Increased-1,743 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$376K	0.1%	6,811 SH	New
FIFTH THIRD BANCORP	COM	$709K	0.3%Prev: 0.3%	15,135 SH	Increased-632 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.2M	0.5%	9,470 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$2.6M	1.0%Prev: 1.8%	28,425 SH	Decreased-11,645 SH
FIRST TR EXCHANGE-TRADED FD	HLTH CARE ALPH	$301K	0.1%	2,740 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$3.7M	1.5%	74,345 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$301K	0.1%Prev: 0.2%	7,086 SH	Decreased-1,412 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.1M	0.8%Prev: 1.1%	48,874 SH	Decreased-7,212 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$479K	0.2%Prev: 0.3%	3,825 SH	Decreased-898 SH
HARTFORD INSURANCE GROUP INC	COM	$407K	0.2%Prev: 0.2%	3,000 SH	Increased
HOME DEPOT INC	COM	$402K	0.2%Prev: 0.3%	1,222 SH	Decreased-259 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$17.3M	6.9%Prev: 2.4%	489,437 SH	Increased+338,117 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$2.7M	1.1%Prev: 1.8%	24,387 SH	Decreased-14,661 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$424K	0.2%Prev: 0.2%	5,791 SH	Decreased-647 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$3.8M	1.5%Prev: 3.2%	50,912 SH	Decreased-44,389 SH
INVESCO QQQ TR	UNIT SER 1	$955K	0.4%Prev: 0.4%	1,655 SH	Increased-30 SH
ISHARES INC	CORE MSCI EMKT	$5.0M	2.0%Prev: 2.7%	71,241 SH	Decreased-27,533 SH
ISHARES INC	EMNG MKTS EQT	$2.2M	0.9%	35,654 SH	New
ISHARES TR	BROAD USD HIGH	$1.3M	0.5%Prev: 1.9%	35,178 SH	Decreased-68,117 SH
ISHARES TR	CONV BD ETF	$4.4M	1.8%Prev: 2.0%	43,390 SH	Increased-4,723 SH
ISHARES TR	CORE DIV GRWTH	$446K	0.2%	6,349 SH	New
ISHARES TR	CORE MSCI EAFE	$1.2M	0.5%Prev: 1.2%	13,494 SH	Decreased-17,080 SH
ISHARES TR	CORE S&P MCP ETF	$3.1M	1.2%Prev: 1.7%	45,332 SH	Decreased-11,654 SH
ISHARES TR	CORE S&P SCP ETF	$658K	0.3%Prev: 2.4%	5,293 SH	Decreased-39,340 SH
ISHARES TR	CORE S&P TTL STK	$622K	0.2%Prev: 0.3%	4,366 SH	Decreased-760 SH
ISHARES TR	CORE US AGGBD ET	$304K	0.1%Prev: 0.2%	3,059 SH	Decreased-183 SH
ISHARES TR	INTL EQTY FACTOR	$271K	0.1%	6,963 SH	New
ISHARES TR	MSCI EAFE ETF	$270K	0.1%Prev: 0.2%	2,783 SH	Decreased-2,681 SH
ISHARES TR	MSCI USA MIN VOL	$1.3M	0.5%Prev: 0.9%	13,617 SH	Decreased-5,661 SH
ISHARES TR	RUS 1000 ETF	$463K	0.2%Prev: 0.2%	1,299 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$23.6M	9.4%Prev: 7.9%	55,455 SH	Increased+11,798 SH
ISHARES TR	RUS 1000 VAL ETF	$1.3M	0.5%Prev: 0.6%	6,245 SH	Increased-497 SH
ISHARES TR	U.S. FIN SVC ETF	$305K	0.1%Prev: 0.2%	3,687 SH	Decreased-474 SH
ISHARES TR	U.S. TECH ETF	$709K	0.3%Prev: 0.3%	3,906 SH	Increased-570 SH
ISHARES TR	ULTRA SHORT DUR	$590K	0.2%	11,655 SH	New
ISHARES TR	US TREAS BD ETF	$5.4M	2.1%	234,248 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$426K	0.2%	7,517 SH	New
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$307K	0.1%Prev: 0.6%	6,414 SH	Decreased-18,369 SH
JACKSON FINANCIAL INC	COM CL A	$243K	0.1%	2,300 SH	New
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$3.9M	1.6%	58,378 SH	New
JOHNSON & JOHNSON	COM	$1000K	0.4%Prev: 0.4%	4,090 SH	Increased-219 SH
JOHNSON CONTROLS INTERNATION	SHS	$346K	0.1%	2,633 SH	New
JPMORGAN CHASE & CO	COM	$11.7M	4.6%	39,724 SH	New
MARATHON PETE CORP	COM	$1.9M	0.8%Prev: 0.6%	7,846 SH	Increased-315 SH
MATERION CORP	COM	$217K	0.1%	1,500 SH	New
MERCK & CO INC	COM	$412K	0.2%Prev: 0.2%	3,404 SH	Decreased-1,291 SH
META PLATFORMS INC	CL A	$392K	0.2%Prev: 0.2%	686 SH	Decreased-73 SH
MICRON TECHNOLOGY INC	COM	$294K	0.1%	869 SH	New
MICROSOFT CORP	COM	$1.5M	0.6%Prev: 0.9%	4,028 SH	Decreased-641 SH
MIRUM PHARMACEUTICALS INC	COM	$305K	0.1%	3,300 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$594K	0.2%Prev: 0.3%	1,366 SH	Decreased-82 SH
NEUBERGER BERMAN ETF TRUST	SHORT DURATION I	$1.3M	0.5%	25,565 SH	New
NISOURCE INC	COM	$272K	0.1%Prev: 0.1%	5,826 SH	Increased
NVIDIA CORPORATION	COM	$1.4M	0.6%Prev: 0.4%	7,991 SH	Increased+525 SH
PACER FDS TR	METAURUS CAP 400	$1.4M	0.6%Prev: 0.3%	35,900 SH	Increased+20,600 SH
PACER FDS TR	US CASH COWS 100	$719K	0.3%Prev: 0.4%	11,500 SH	Decreased-1,727 SH
PACER FDS TR	US SMALL CAP CAS	$289K	0.1%Prev: 1.0%	6,451 SH	Decreased-45,762 SH
PFIZER INC	COM	$607K	0.2%Prev: 0.1%	21,615 SH	Increased+13,330 SH
PHILLIPS 66	COM	$236K	0.1%	1,294 SH	New
PIMCO ETF TR	MUNI INCOME OPP	$542K	0.2%Prev: 0.3%	12,000 SH	Increased
PORTLAND GEN ELEC CO	COM NEW	$266K	0.1%Prev: 0.1%	5,000 SH	Increased-100 SH
PRUDENTIAL FINL INC	COM	$979K	0.4%Prev: 0.6%	10,017 SH	Decreased-111 SH
QUALCOMM INC	COM	$258K	0.1%Prev: 0.2%	2,002 SH	Decreased-67 SH
RAYMOND JAMES FINL INC	COM	$656K	0.3%Prev: 0.4%	4,529 SH	Decreased-500 SH
SALESFORCE INC	COM	$219K	0.1%Prev: 0.2%	1,173 SH	Decreased-155 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$363K	0.1%	14,665 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$289K	0.1%	9,331 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$236K	0.1%	2,129 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$267K	0.1%	2,453 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$362K	0.1%	5,915 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$387K	0.2%	2,642 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$287K	0.1%	1,773 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$200K	0.1%	1,507 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$4.9M	1.9%	140,497 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$553K	0.2%	13,778 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.0M	2.0%	7,603 SH	New
STRATEGY SHS	GOLD ENHANCED ET	$359K	0.1%	12,185 SH	New
TESLA INC	COM	$212K	0.1%	569 SH	New
TJX COS INC NEW	COM	$263K	0.1%Prev: 0.1%	1,644 SH	Increased-280 SH
TRANE TECHNOLOGIES PLC	SHS	$530K	0.2%Prev: 0.2%	1,272 SH	Increased-188 SH
UNION PAC CORP	COM	$714K	0.3%Prev: 0.4%	2,942 SH	Decreased-262 SH
UNUM GROUP	COM	$299K	0.1%Prev: 0.2%	4,090 SH	Decreased-100 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$598K	0.2%	7,628 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$805K	0.3%	16,762 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$4.7M	1.9%Prev: 2.4%	23,048 SH	Increased-4,167 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$309K	0.1%	1,675 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	0.8%Prev: 1.0%	6,941 SH	Increased-638 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.3M	6.5%Prev: 6.4%	27,196 SH	Increased+2,541 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$250K	0.1%	1,153 SH	New
VANGUARD INDEX FDS	VALUE ETF	$17.2M	6.9%Prev: 3.3%	87,820 SH	Increased+50,335 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$509K	0.2%Prev: 2.0%	3,679 SH	Decreased-30,453 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$774K	0.3%Prev: 0.5%	15,519 SH	Decreased-3,744 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	0.8%Prev: 1.2%	9,229 SH	Decreased-2,577 SH
VANGUARD STAR FDS	VG TL INTL STK F	$12.6M	5.0%Prev: 8.1%	163,993 SH	Decreased-93,564 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$707K	0.3%Prev: 0.3%	4,771 SH	Increased-292 SH
VERIZON COMMUNICATIONS INC	COM	$359K	0.1%Prev: 0.2%	7,154 SH	Decreased-3,742 SH
VISA INC	COM CL A	$247K	0.1%Prev: 0.2%	818 SH	Decreased-124 SH
WALMART INC	COM	$2.5M	1.0%Prev: 0.8%	20,227 SH	Increased+2,969 SH
WASTE MGMT INC DEL	COM	$310K	0.1%Prev: 0.2%	1,348 SH	Decreased-319 SH
WEBSTER FINL CORP	COM	$278K	0.1%Prev: 0.1%	4,000 SH	Increased-200 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $317K
AT&T INC — $207K
AUTOZONE INC — $202K
BEST BUY INC — $224K
BLACKROCK ETF TRUST II — $200K
CHEMOMAB THERAPEUTICS LTD — $12K
CHEVRON CORP NEW — $305K
CHUBB LIMITED — $558K
COLGATE PALMOLIVE CO — $205K
COMCAST CORP NEW — $268K
ELEVANCE HEALTH INC — $201K
EXPAND ENERGY CORPORATION — $235K
FIRST TR EXCHANGE TRADED FD — $284K
FIRST TR LRGE CP CORE ALPHA — $1.3M
FIRST TR MORNINGSTAR DIVID L — $4.5M
FIRST TR MULTI CP VAL ALPHA — $420K
FIRST TR VALUE LINE DIVID IN — $693K
FISERV INC — $299K
INTERCONTINENTAL EXCHANGE IN — $297K
ISHARES TR — $1.3M
… and 18 more

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