Weitzel Financial Services, Inc. Top Holdings and 13F Report (2025) About Weitzel Financial Services, Inc.Investment ActivityWeitzel Financial Services, Inc. has $236.23 million in total holdings as of June 30, 2025.Weitzel Financial Services, Inc. owns shares of 48 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 0.59% of the portfolio was sold this quarter.This quarter, Weitzel Financial Services, Inc. has purchased 37 new stocks and bought additional shares in 24 stocks.Weitzel Financial Services, Inc. sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $51,516,827Vanguard FTSE Developed Markets ETF $34,218,770SPDR Portfolio Aggregate Bond ETF $16,916,764Schwab US Dividend Equity ETF $16,314,473iShares Core 40/60 Moderate Allocation ETF $12,842,738 Largest New Holdings this Quarter 464289867 - iShares Core 60/40 Balanced Allocation ETF $1,123,457 Holding78464a284 - SPDR Nuveen ICE High Yield Municipal Bond ETF $440,014 HoldingG29183103 - Eaton $269,033 Holding594918104 - Microsoft $261,581 Holding67066G104 - NVIDIA $256,093 Holding Largest Purchases this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 15,056 shares (about $1.16M)iShares Core 60/40 Balanced Allocation ETF 18,078 shares (about $1.12M)First Trust Enhanced Short Maturity ETF 18,630 shares (about $1.12M)SPDR Portfolio Aggregate Bond ETF 17,893 shares (about $457.30K)SPDR Nuveen ICE High Yield Municipal Bond ETF 18,104 shares (about $440.01K) Largest Sales this Quarter First Trust Low Duration Opportunities ETF 16,162 shares (about $799.33K)Vanguard Value ETF 822 shares (about $145.96K)iShares Core 40/60 Moderate Allocation ETF 2,515 shares (about $116.37K)First Trust Managed Municipal ETF 2,000 shares (about $99.65K)iShares Floating Rate Bond ETF 1,331 shares (about $67.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWeitzel Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$51,516,827$1,161,495 ▲2.3%667,79221.8%ETFVEAVanguard FTSE Developed Markets ETF$34,218,770$288,771 ▲0.9%591,66114.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$16,916,764$457,295 ▲2.8%661,9177.2%ETFSCHDSchwab US Dividend Equity ETF$16,314,473$411,432 ▲2.6%609,5456.9%ETFAOMiShares Core 40/60 Moderate Allocation ETF$12,842,738$116,366 ▼-0.9%277,5685.4%ETFBNDXVanguard Total International Bond ETF$11,943,739$147,552 ▲1.3%241,9475.1%ETFLMBSFirst Trust Low Duration Opportunities ETF$11,701,944$799,329 ▼-6.4%236,6075.0%ManufacturingMUBiShares National Muni Bond ETF$9,834,461$321,535 ▲3.4%94,4194.2%ETFQQQInvesco QQQ$9,792,049$238,957 ▲2.5%17,0064.1%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$8,977,097$330,713 ▲3.8%140,3113.8%ManufacturingVDCVanguard Consumer Staples ETF$8,110,596$39,332 ▲0.5%36,4993.4%ETFVTIVanguard Total Stock Market ETF$7,997,057$307,073 ▲4.0%25,5223.4%ETFDEDeere & Company$4,701,652$52,134 ▲1.1%9,2892.0%IndustrialsFLOTiShares Floating Rate Bond ETF$4,110,387$67,821 ▼-1.6%80,6671.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,254,159$13,461 ▲0.4%50,7671.4%ManufacturingVTVVanguard Value ETF$3,235,394$145,958 ▼-4.3%18,2211.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,872,827$221,508 ▲8.4%69,9441.2%ETFFMBFirst Trust Managed Municipal ETF$2,256,524$99,650 ▼-4.2%45,2891.0%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$1,807,444$28,909 ▲1.6%33,9490.8%ETFFTSMFirst Trust Enhanced Short Maturity ETF$1,252,431$1,116,775 ▲823.2%20,8930.5%ManufacturingVBRVanguard Small-Cap Value ETF$1,199,386$75,221 ▲6.7%6,0590.5%ETFAORiShares Core 60/40 Balanced Allocation ETF$1,123,457$1,123,457 ▲New Holding18,0780.5%ETFUSBU.S. Bancorp$1,024,3760.0%22,9790.4%FinanceSPYSPDR S&P 500 ETF Trust$757,421$155,696 ▲25.9%1,1870.3%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$706,026$4,181 ▼-0.6%29,0460.3%ETFLNTAlliant Energy$606,527$3,516 ▲0.6%9,3140.3%UtilitiesAOAiShares Core 80/20 Aggressive Allocation ETF$559,357$124,799 ▲28.7%6,6200.2%ETFQQQMInvesco NASDAQ 100 ETF$548,773$140,334 ▲34.4%2,3150.2%ETFBNDVanguard Total Bond Market ETF$533,225$4,045 ▼-0.8%7,2500.2%ETFVYMVanguard High Dividend Yield ETF$447,067$3,648 ▼-0.8%3,3090.2%ETFVUGVanguard Growth ETF$446,010$29,488 ▼-6.2%9680.2%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$440,014$440,014 ▲New Holding18,1040.2%ETFTSLATesla$432,968$8,963 ▲2.1%1,2560.2%Auto/Tires/TrucksVBVanguard Small-Cap ETF$391,5490.0%1,6320.2%ETFFVDFirst Trust Value Line Dividend Index Fund$342,845$272 ▲0.1%7,5550.1%ETFVOVanguard Mid-Cap ETF$316,6210.0%1,1190.1%ETFVIGVanguard Dividend Appreciation ETF$280,953$18,634 ▲7.1%1,3570.1%ETFETNEaton$269,033$269,033 ▲New Holding7480.1%IndustrialsMSFTMicrosoft$261,581$261,581 ▲New Holding4970.1%Computer and TechnologyNVDANVIDIA$256,093$256,093 ▲New Holding1,3950.1%Computer and TechnologySLViShares Silver Trust$248,545$248,545 ▲New Holding7,2610.1%ETFFLXSFlexsteel Industries$247,699$2,480 ▲1.0%7,1910.1%Consumer DiscretionarySPEMSPDR Portfolio Emerging Markets ETF$245,500$245,500 ▲New Holding5,6140.1%ETFGLDSPDR Gold Shares$235,528$235,528 ▲New Holding7650.1%FinanceVWOVanguard FTSE Emerging Markets ETF$231,346$231,346 ▲New Holding4,5680.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$210,121$210,121 ▲New Holding6,8870.1%ETFHYMUiShares High Yield Muni Income Active ETF$208,671$208,671 ▲New Holding9,4700.1%ETFMJNAMedical Marijuana$12$12 ▲New Holding60,0000.0%MedicalSPROTT PHYSICAL SILVER E$0$119,299 ▼-100.0%00.0%TR UNITShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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