Wetzel Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Wetzel Investment Advisors, Inc.Investment ActivityWetzel Investment Advisors, Inc. has $251.53 million in total holdings as of March 31, 2026.Wetzel Investment Advisors, Inc. owns shares of 131 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 5.93% of the portfolio was purchased this quarter.About 2.00% of the portfolio was sold this quarter.This quarter, Wetzel Investment Advisors, Inc. has purchased 132 new stocks and bought additional shares in 43 stocks.Wetzel Investment Advisors, Inc. sold shares of 69 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $23,645,954Innovator Equity Managed Floor ETF $17,346,095Vanguard Value ETF $17,230,199Vanguard S&P 500 ETF $16,251,011Vanguard Total International Stock ETF $12,645,509 Largest New Holdings this Quarter 922908611 - Vanguard Small-Cap Value ETF $250,489 Holding718546104 - Phillips 66 $235,741 Holding023608102 - Ameren $219,840 Holding576690101 - Materion $216,975 Holding Largest Purchases this Quarter Innovator Equity Managed Floor ETF 52,953 shares (about $1.88M)iShares U.S. Equity Factor Rotation Active ETF 31,609 shares (about $1.84M)Vanguard Value ETF 8,899 shares (about $1.75M)Vanguard S&P 500 ETF 1,593 shares (about $951.90K)iShares Emerging Markets Equity Factor ETF 14,803 shares (about $894.55K) Largest Sales this Quarter Vanguard Total International Stock ETF 7,269 shares (about $560.51K)iShares Convertible Bond ETF 3,026 shares (about $308.02K)CME Group 568 shares (about $167.76K)Microsoft 447 shares (about $165.47K)Apple 621 shares (about $157.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWetzel Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$23,645,954$433,221 â–²1.9%55,4559.4%ETFSFLRInnovator Equity Managed Floor ETF$17,346,095$1,876,703 â–²12.1%489,4376.9%ETFVTVVanguard Value ETF$17,230,199$1,745,975 â–²11.3%87,8206.9%ETFVOOVanguard S&P 500 ETF$16,251,011$951,900 â–²6.2%27,1966.5%ETFVXUSVanguard Total International Stock ETF$12,645,509$560,513 â–¼-4.2%163,9935.0%ETFJPMJPMorgan Chase & Co.$11,685,278$55,302 â–¼-0.5%39,7244.6%FinanceBLACKROCK ETF TRUST II$11,272,523$718,068 â–²6.8%224,5974.5%ISHARES TOTAL RELLYEli Lilly and Company$10,352,712$377,098 â–²3.8%11,2564.1%MedicalGOVTiShares U.S. Treasury Bond ETF$5,366,621$329,675 â–²6.5%234,2482.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,969,057$57,055 â–²1.2%71,2412.0%ETFSPYSPDR S&P 500 ETF Trust$4,958,207$65,866 â–²1.3%7,6032.0%FinanceVXFVanguard Extended Market ETF$4,743,278$126,567 â–¼-2.6%23,0481.9%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,654,853$81,502 â–²1.8%138,7851.9%ETFICVTiShares Convertible Bond ETF$4,416,676$308,017 â–¼-6.5%43,3901.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$4,306,077$1,839,012 â–²74.5%74,0131.7%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$3,918,348$731,141 â–²22.9%58,3781.6%ETFSPHQInvesco S&P 500 Quality ETF$3,828,102$137,524 â–¼-3.5%50,9121.5%ETFCCitigroup$3,588,406$22,682 â–²0.6%31,6411.4%Financial ServicesAAPLApple$3,564,278$157,606 â–¼-4.2%14,0441.4%Computer and TechnologyBINCiShares Flexible Income Active ETF$3,340,370$100,433 â–²3.1%64,3241.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$3,162,139$54,305 â–¼-1.7%62,2471.3%ETFIJHiShares Core S&P Mid-Cap ETF$3,061,257$59,224 â–¼-1.9%45,3321.2%ETFSPMOInvesco S&P 500 Momentum ETF$2,734,045$40,248 â–¼-1.5%24,3871.1%ETFFTCSFirst Trust Capital Strength ETF$2,636,735$5,287 â–¼-0.2%28,4251.0%ETFWALMART INC$2,518,818$458,884 â–²22.3%20,2271.0%COMEMGFiShares Emerging Markets Equity Factor ETF$2,154,571$894,545 â–²71.0%35,6540.9%ETFVOVanguard Mid-Cap ETF$1,993,223$9,189 â–¼-0.5%6,9410.8%ETFVIGVanguard Dividend Appreciation ETF$1,984,789$6,882 â–¼-0.3%9,2290.8%ETFMPCMarathon Petroleum$1,915,836$49,569 â–¼-2.5%7,8460.8%EnergyMSFTMicrosoft$1,491,045$165,466 â–¼-10.0%4,0280.6%Computer and TechnologyGOOGLAlphabet$1,489,273$118,187 â–¼-7.4%5,1790.6%Computer and TechnologyQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,448,041$8,067 â–²0.6%35,9000.6%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$1,427,438$28,323 â–¼-1.9%33,6660.6%ETFNVDANVIDIA$1,393,710$75,171 â–¼-5.1%7,9910.6%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,334,369$16,453 â–¼-1.2%6,2450.5%ETFNEUBERGER BERMAN ETF TRUST$1,296,401$527,739 â–²68.7%25,5650.5%SHORT DURATION IUSHYiShares Broad USD High Yield Corporate Bond ETF$1,295,958$55,849 â–²4.5%35,1780.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,262,841$88,474 â–¼-6.5%13,6170.5%ETFIEFAiShares Core MSCI EAFE ETF$1,221,612$138,149 â–¼-10.2%13,4940.5%ETFFEXFirst Trust Large Cap Core AlphaDEX Fund$1,154,649$1,219 â–¼-0.1%9,4700.5%ETFAPAAPA$1,099,778$191,360 â–²21.1%25,9140.4%EnergyAVGOBroadcom$1,036,239$63,450 â–¼-5.8%3,3480.4%Computer and TechnologyETNEaton$1,023,652$17,884 â–¼-1.7%2,8620.4%IndustrialsJNJJohnson & Johnson$999,760$29,577 â–¼-2.9%4,0900.4%MedicalPRUPrudential Financial$978,561$488 â–¼0.0%10,0170.4%FinanceCOPConocoPhillips$963,2040.0%7,2970.4%EnergyQQQInvesco QQQ$955,233$577 â–¼-0.1%1,6550.4%FinanceXOMExxonMobil$954,677$127,584 â–¼-11.8%5,6270.4%EnergyBANK AMERICA CORP$834,0920.0%7000.3%7.25%CNV PFD LBNDXVanguard Total International Bond ETF$805,412$281,813 â–²53.8%16,7620.3%ETFVTEBVanguard Tax-Exempt Bond ETF$774,243$7,384 â–²1.0%15,5190.3%ETFCOWZPacer US Cash Cows 100 ETF$719,440$100,096 â–²16.2%11,5000.3%ETFUNPUnion Pacific$713,788$21,836 â–¼-3.0%2,9420.3%TransportationFITBFifth Third Bancorp$709,226$11,528 â–¼-1.6%15,1350.3%FinanceIYWiShares U.S. Technology ETF$708,6270.0%3,9060.3%ManufacturingVYMVanguard High Dividend Yield ETF$706,585$6,072 â–¼-0.9%4,7710.3%Financial ServicesBTHMBlackRock Future U.S. Themes ETF$699,155$380,672 â–²119.5%19,3030.3%ETFDMAYFT Vest U.S. Equity Deep Buffer ETF - May$683,265$2,336 â–¼-0.3%15,2080.3%ETFIJRiShares Core S&P Small-Cap ETF$657,973$105,291 â–¼-13.8%5,2930.3%ETFRJFRaymond James Financial$655,754$72,395 â–²12.4%4,5290.3%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$621,849$25,210 â–¼-3.9%4,3660.2%ETFPFEPfizer$606,949$45,237 â–²8.1%21,6150.2%MedicalBSVVanguard Short-Term Bond ETF$598,111$242,051 â–²68.0%7,6280.2%ETFHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$596,085$211,248 â–²54.9%18,3920.2%ETFMSIMotorola Solutions$594,456$15,666 â–¼-2.6%1,3660.2%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$589,976$230,574 â–²64.2%11,6550.2%ETFALLAllstate$580,450$6,669 â–¼-1.1%2,7850.2%FinanceCNPCenterPoint Energy$576,833$7,898 â–¼-1.4%13,3650.2%UtilitiesFVDFirst Trust Value Line Dividend Index Fund$568,969$89,545 â–¼-13.6%12,0980.2%ETFSRLNSPDR Blackstone Senior Loan ETF$553,049$136,717 â–²32.8%13,7780.2%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$542,0400.0%12,0000.2%ETFAMZNAmazon.com$535,879$85,391 â–¼-13.7%2,5730.2%Retail/WholesaleTTTrane Technologies$530,093$13,752 â–¼-2.5%1,2720.2%ConstructionVTVanguard Total World Stock ETF$508,879$39,559 â–¼-7.2%3,6790.2%ETFCBChubb$486,427$51,977 â–¼-9.7%1,4880.2%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$478,622$3,253 â–¼-0.7%3,8250.2%ETFIWBiShares Russell 1000 ETF$463,1710.0%1,2990.2%ETFCMECME Group$446,569$167,759 â–¼-27.3%1,5120.2%FinanceDGROiShares Core Dividend Growth ETF$445,573$209,417 â–²88.7%6,3490.2%ETFJEPIJPMorgan Equity Premium Income ETF$426,064$163,579 â–²62.3%7,5170.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$423,554$878 â–¼-0.2%5,7910.2%ETFMRKMerck & Co., Inc.$412,361$38,280 â–¼-8.5%3,4040.2%MedicalHIGThe Hartford Insurance Group$407,4900.0%3,0000.2%FinanceHDHome Depot$401,904$55,254 â–¼-12.1%1,2220.2%Retail/WholesaleMETAMeta Platforms$392,481$6,293 â–¼-1.6%6860.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$387,344$586 â–²0.2%2,6420.2%ETFFDVVFidelity High Dividend ETF$376,240$127,825 â–²51.5%6,8110.1%ETFSCHFSchwab International Equity ETF$362,9590.0%14,6650.1%ETFXLEEnergy Select Sector SPDR Fund$362,353$61 â–²0.0%5,9150.1%ETFVZVerizon Communications$359,119$89,202 â–¼-19.9%7,1540.1%Computer and TechnologyGLDBStrategy Shares Gold-Hedged Bond ETF$358,848$127,666 â–²55.2%12,1850.1%ETFCSCOCisco Systems$350,707$29,407 â–¼-7.7%4,5200.1%Computer and TechnologyJCIJohnson Controls International$345,845$63,311 â–¼-15.5%2,6330.1%ConstructionCVXChevron$329,385$4,966 â–¼-1.5%1,5920.1%EnergyWMWaste Management$309,757$63,422 â–¼-17.0%1,3480.1%Business ServicesVOEVanguard Mid-Cap Value ETF$308,669$86,980 â–²39.2%1,6750.1%ETFJPIBJPMorgan International Bond Opportunities ETF$306,717$3,252 â–¼-1.0%6,4140.1%ETFIYGiShares U.S. Financial Services ETF$305,4310.0%3,6870.1%ETFMIRMMirum Pharmaceuticals$304,854$64,666 â–²26.9%3,3000.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$303,636$99 â–²0.0%3,0590.1%FinanceShowing 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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