Wetzel Investment Advisors, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), Wetzel Investment Advisors, Inc. reported 122 stock positions worth $217.8 million. Its top holding was iShares Russell 1000 Growth (IWF) at 10.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.5%) and Vanguard Mrngstr Val ETF-Aui (VTV, 6.2%). Compared with Q1 2025, it opened 15 new positions, sold out of 14, added to 13 and reduced 85. The biggest buy was a new position in iShares Total Return Act ETF (BRTR) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −28%).

Most Recent 13F
Q2 2026
Location
INDIANAPOLIS, IN
CIK
0002009211
Portfolio Value
$217.8M (Q2 2025)
SEC Filing
0002009211-25-000003 ↗ filed Jul 18, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $169.8M Q1 2024 Q2 2024: $174.0M Q2 2024 Q3 2024: $198.0M Q3 2024 Q4 2024: $200.4M Q4 2024 Q1 2025: $197.5M Q1 2025 Q2 2025: $217.8M $217.8M Q2 2025 Q3 2025: $233.4M Q3 2025 Q4 2025: $246.1M Q4 2025 Q1 2026: $250.7M Q1 2026 Q2 2026: $287.8M Q2 2026

Holdings 122 stocks · $217.8M
IWF iShares Russell 1000 Growth 10.86% 55,718 $23.7M Add +27.6%
VOO Vanguard S&P 500 ETF 6.53% 24,974 $14.2M Add +1.3%
VTV Vanguard Mrngstr Val ETF-Aui 6.22% 76,270 $13.6M Add +103.5%
SFLR Innovator Eqty MGD Floor ETF 6.14% 398,084 $13.4M Add +163.1%
JPM JPMorgan Chase & Co. 5.88% 44,208 $12.8M Reduce -0.6%
VXUS Vanguard Total Intl Stock 5.84% 184,268 $12.7M Reduce -28.5%
BRTR iShares Total Return Act ETF 4.35% 187,580 $9.5M New
LLY Eli Lilly & Co. 3.46% 9,662 $7.5M Add +0.0%
VXF Vanguard Extended Market ETF 2.15% 24,304 $4.7M Reduce -10.7%
GOVT iShares US Treasury Bond ETF 2.04% 193,020 $4.4M New
SPIB SS SPDR P Int C Corp. ETF 2.01% 130,374 $4.4M Reduce -31.1%
IEMG iShares Core MSCI Emerging 1.96% 71,059 $4.3M Reduce -28.1%
ICVT iShares Convertible Bond ETF 1.92% 46,460 $4.2M Reduce -3.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.86% 6,548 $4.1M Reduce -0.9%
SPHQ Invesco S&P 500 Quality ETF 1.82% 55,705 $4.0M Reduce -41.5%
IJH iShares Core S&P Midcap ETF 1.40% 49,201 $3.1M Reduce -13.7%
AAPL Apple Inc. 1.36% 14,408 $3.0M Reduce -0.6%
C Citigroup Inc. 1.35% 34,541 $2.9M Add +4.8%
SPMO Invesco S&P 500 Momentum ETF 1.29% 24,983 $2.8M Reduce -36.0%
BINC iShares Flex I A ETF-Usd Inc. 1.27% 52,436 $2.8M New
FDL First Trust Morn DVD Lead Inc. 1.25% 64,928 $2.7M Reduce -37.4%
FTCS First Trust Capital Strength 1.21% 28,993 $2.6M Reduce -27.6%
JHMM John Hancock Multi Fact Mid 1.18% 41,995 $2.6M New
MSFT Microsoft Corp. 1.05% 4,589 $2.3M Reduce -1.7%
VIG Vanguard Dividend Apprec ETF 0.92% 9,711 $2.0M Reduce -17.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.91% 7,084 $2.0M Reduce -6.5%
WMT Walmart Inc. 0.75% 16,783 $1.6M Reduce -2.8%
USHY iShares Broad Usd High Yield 0.68% 39,340 $1.5M Reduce -61.9%
DMAR FT Vest US Equity Deep Buffe 0.66% 36,152 $1.4M Reduce -6.7%
USMV iShares MSCI USA Min Vol Fac 0.64% 14,762 $1.4M Reduce -23.4%
IEFA iShares Core MSCI Eafe ETF 0.63% 16,370 $1.4M Reduce -46.5%
MPC Marathon Petroleum Corp. 0.61% 8,045 $1.3M Reduce -1.4%
IWD iShares Russell 1000 Value E 0.57% 6,426 $1.2M Reduce -4.7%
NVDA Nvidia Corp. 0.55% 7,591 $1.2M Add +1.7%
PRU Prudential Financial Inc. 0.50% 10,128 $1.1M No change
FEX First Trust Large Cap Core A 0.50% 9,861 $1.1M Reduce -22.7%
ETN Eaton Corp. PLC 0.48% 2,953 $1.1M Reduce -3.6%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.47% 18,844 $1.0M New
AVGO Broadcom Inc. 0.46% 3,651 $1.0M Reduce -4.4%
GOOGL Alphabet Inc. Class A 0.43% 5,311 $936K Reduce -0.3%
QQQ Invesco QQQ Trust Series 1 0.42% 1,656 $914K Reduce -1.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.40% 17,579 $862K Reduce -8.7%
QDPL Pacer Met US LRG Cap DVD 400 0.38% 20,600 $823K Add +34.6%
RJF Raymond James Financial Inc. 0.35% 5,029 $771K No change
IYW iShares Ustechnology ETF 0.35% 4,376 $758K Reduce -2.2%
EMGF iShares Emerging Markets Equ 0.33% 13,844 $721K New
IJR iShares Core S&P Small-Cap E 0.33% 6,582 $719K Reduce -85.3%
UNP Union Pacific Corp. 0.33% 3,113 $716K Reduce -2.8%
DMAY FT Vest US Equity Deep Buffe 0.32% 16,211 $694K Reduce -6.5%
XOM Exxon Mobil Corp. 0.32% 6,379 $688K Reduce -13.4%
AMZN Amazon.com Inc. 0.31% 3,118 $684K Reduce -4.7%
VYM Vanguard High DVD Yield ETF 0.31% 4,989 $665K Reduce -1.5%
FVD First Trust Value Line DVD 0.30% 14,655 $655K Reduce -5.7%
COP Conocophillips 0.30% 7,297 $655K Reduce -8.9%
ITOT iShares Core S&P Total U.S. 0.30% 4,777 $645K Reduce -6.8%
FITB Fifth Third Bancorp 0.29% 15,415 $640K Reduce -2.2%
JNJ Johnson & Johnson 0.29% 4,187 $640K Reduce -2.8%
MSI Motorola Solutions Inc. 0.27% 1,405 $592K Reduce -3.0%
TT Trane Technologies PLC 0.27% 1,348 $591K Reduce -7.7%
CME Cme Group Inc. 0.27% 2,109 $581K Reduce -6.4%
ALL Allstate Corp. 0.26% 2,819 $570K Reduce -1.3%
VT Vanguard Tot World STK ETF 0.25% 4,241 $545K Reduce -87.6%
MINO PIMCO Municipal Income Oppor 0.24% 12,000 $531K No change
HD Home Depot Inc. 0.23% 1,386 $508K Reduce -6.4%
CNP Centerpoint Energy Inc. 0.23% 13,636 $501K Add +0.0%
META Meta Platforms Inc. Class A 0.23% 675 $498K Reduce -11.1%
CB Chubb Ltd. 0.23% 1,705 $496K Reduce -7.5%
NBSD Neuberger Short Duration Inc. 0.23% 9,632 $491K New
GSLC Goldman Activebeta US LC ETF 0.21% 3,851 $467K Reduce -18.5%
PFE Pfizer Inc. 0.21% 18,757 $455K Add +126.4%
IWB iShares Russell 1000 ETF 0.20% 1,299 $441K No change
ADP Automatic Data Processing 0.20% 1,410 $437K Reduce -4.7%
COWZ Pacer US Cash Cows 100 ETF 0.20% 7,900 $435K Reduce -40.3%
SPLV Invesco S&P 500 Low Volatili 0.20% 5,941 $433K Reduce -7.7%
VZ Verizon Communications Inc. 0.19% 9,380 $406K Reduce -13.9%
HIG Hartford Insurance Group Inc. 0.18% 3,000 $382K No change
CSCO Cisco Systems Inc. 0.17% 5,467 $379K Reduce -2.3%
XLV SS Health Care Select Sector 0.17% 2,770 $373K Reduce -0.2%
WM Waste Management Inc. 0.17% 1,611 $369K Reduce -3.4%
CALF PCR US SM CP CSH CWS ETF-Usd 0.17% 9,226 $367K Reduce -82.3%
APA Apa Corp. 0.17% 19,750 $361K New
IYG iShares U.S. Financial Servi 0.16% 4,124 $353K Reduce -0.9%
JCI Johnson Controls Internation 0.16% 3,315 $351K Reduce -7.2%
XLK SS Technology Select Sector 0.16% 1,385 $351K Reduce -8.8%
SRLN SS Blackstone Sr Loan ETF 0.16% 8,187 $340K Reduce -39.8%
CRM Salesforce Inc. 0.16% 1,245 $340K Reduce -6.3%
UNM Unum Group 0.16% 4,190 $338K No change
JPIB JPMorgan Intl BND ETF 0.16% 6,949 $338K Reduce -72.0%
MRK Merck & Co. Inc. 0.15% 4,061 $325K Reduce -13.5%
QCOM Qualcomm Inc. 0.15% 2,036 $324K Reduce -1.6%
AGG iShares Core U.S. Aggregate 0.15% 3,229 $320K Reduce -0.4%
SDY SS SPDR S&P Dividend ETF 0.15% 2,333 $317K Reduce -60.8%
DRI Darden Restaurants Inc. 0.14% 1,404 $306K Reduce -12.4%
XLY SS Consumer Disc Select Sect 0.14% 1,403 $305K Reduce -0.8%
V Visa Inc. Class A 0.14% 858 $305K Reduce -8.9%
DJAN FT Vest U.S. Equity Deep Buf 0.14% 7,309 $295K Reduce -14.0%
FXH First Trust Health Care Alph 0.13% 2,740 $284K No change
KO The Coca-Cola Co. 0.13% 3,885 $277K Reduce -26.1%
APD Air Products & Chemicals Inc. 0.13% 981 $277K Reduce -8.6%
ICE Intercontinental Exchange Inc. 0.12% 1,436 $263K Reduce -16.6%
XLI SS Industrial Select Sector 0.12% 1,783 $263K Reduce -0.5%
XLE SS Energy Select Sector 0.12% 3,018 $256K Reduce -8.3%
MDT Medtronic PLC 0.12% 2,912 $256K Reduce -16.2%
UNH Unitedhealth Group Inc. 0.11% 799 $249K Add +14.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 1,945 $240K Add +1.1%
CVX Chevron Corp. 0.11% 1,674 $240K Reduce -8.3%
XLC SS Comm Select Sector SPDR 0.11% 2,206 $239K Reduce -1.0%
EFA iShares MSCI Eafe ETF 0.11% 2,655 $237K Reduce -51.4%
NI Nisource Inc. 0.11% 5,826 $235K No change
WBS Webster Financial Corp. 0.11% 4,200 $229K No change
BSV Vanguard Short-Term Bond ETF 0.11% 2,912 $229K New
CMCSA Comcast Corp. Class A 0.10% 6,405 $229K Reduce -12.0%
ICSH iShares Ultra Short Duration 0.10% 4,440 $225K New
HDEF Xtrackers MSCI Eafe High Div 0.10% 7,738 $223K New
SPGI S&P Global Inc. 0.10% 410 $216K Reduce -5.8%
BKNG Booking Holdings Inc. 0.10% 37 $214K New
ABBV Abbvie Inc. 0.10% 1,136 $211K Add +3.5%
POR Portland General Electric Co. 0.09% 5,000 $206K Reduce -2.0%
RSG Republic Services Inc. 0.09% 831 $205K Reduce -5.5%
NXPI NXP Semiconductors NV 0.09% 930 $204K New
ORCL Oracle Corp. 0.09% 922 $202K New
MCK McKesson Corp. 0.09% 274 $201K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $849K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 700$849KNo change

Total filed on the 13F, all lines: $218.7M.

Portfolio Sells Q1 2025 → Q2 2025
VXUS Vanguard Total Intl Stock Reduce -28.5% 5.84% −2.25
IJR iShares Core S&P Small-Cap E Reduce -85.3% 0.33% −2.03
VT Vanguard Tot World STK ETF Reduce -87.6% 0.25% −1.75
SPHQ Invesco S&P 500 Quality ETF Reduce -41.5% 1.82% −1.38
USHY iShares Broad Usd High Yield Reduce -61.9% 0.68% −1.25
SPIB SS SPDR P Int C Corp. ETF Reduce -31.1% 2.01% −1.18
FDL First Trust Morn DVD Lead Inc. Reduce -37.4% 1.25% −1.03
CALF PCR US SM CP CSH CWS ETF-Usd Reduce -82.3% 0.17% −0.82
IEMG iShares Core MSCI Emerging Reduce -28.1% 1.96% −0.74
PFF iShares Preferred & Income S Sold out 0.00% −0.66
FTCS First Trust Capital Strength Reduce -27.6% 1.21% −0.61
IEFA iShares Core MSCI Eafe ETF Reduce -46.5% 0.63% −0.54
SPMO Invesco S&P 500 Momentum ETF Reduce -36.0% 1.29% −0.54
JPIB JPMorgan Intl BND ETF Reduce -72.0% 0.16% −0.45
IJH iShares Core S&P Midcap ETF Reduce -13.7% 1.40% −0.28
USMV iShares MSCI USA Min Vol Fac Reduce -23.4% 0.64% −0.28
AAPL Apple Inc. Reduce -0.6% 1.36% −0.27
SDY SS SPDR S&P Dividend ETF Reduce -60.8% 0.15% −0.26
VIG Vanguard Dividend Apprec ETF Reduce -17.8% 0.92% −0.24
VXF Vanguard Extended Market ETF Reduce -10.7% 2.15% −0.22
FAB First Trust Multi Cap Value Sold out 0.00% −0.21
SMMD iShares Russell 2500 ETF Sold out 0.00% −0.17
COWZ Pacer US Cash Cows 100 ETF Reduce -40.3% 0.20% −0.17
FEX First Trust Large Cap Core A Reduce -22.7% 0.50% −0.16
FISV Fiserv Inc. Sold out 0.00% −0.15
XOM Exxon Mobil Corp. Reduce -13.4% 0.32% −0.13
SRLN SS Blackstone Sr Loan ETF Reduce -39.8% 0.16% −0.13
COP Conocophillips Reduce -8.9% 0.30% −0.13
EXE Expand Energy Corp. Sold out 0.00% −0.12
EFA iShares MSCI Eafe ETF Reduce -51.4% 0.11% −0.12
ICVT iShares Convertible Bond ETF Reduce -3.4% 1.92% −0.12
BBY Best Buy Co. Inc. Sold out 0.00% −0.11
PG The Procter & Gamble Co. Sold out 0.00% −0.10
T AT&T Inc. Sold out 0.00% −0.10
CL Colgate-Palmolive Co. Sold out 0.00% −0.10
AZO AutoZone Inc. Sold out 0.00% −0.10
ELV Elevance Health Inc. Sold out 0.00% −0.10
AEE Ameren Corporation Sold out 0.00% −0.10
SHYM iShares Short Duration High Sold out 0.00% −0.10
VTEB Vanguard Tax-Exempt Bond ETF Reduce -8.7% 0.40% −0.09
DMAR FT Vest US Equity Deep Buffe Reduce -6.7% 0.66% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -6.5% 0.91% −0.08
IWD iShares Russell 1000 Value E Reduce -4.7% 0.57% −0.07
JNJ Johnson & Johnson Reduce -2.8% 0.29% −0.07
MRK Merck & Co. Inc. Reduce -13.5% 0.15% −0.07
KO The Coca-Cola Co. Reduce -26.1% 0.13% −0.06
VZ Verizon Communications Inc. Reduce -13.9% 0.19% −0.06
CB Chubb Ltd. Reduce -7.5% 0.23% −0.06
UNP Union Pacific Corp. Reduce -2.8% 0.33% −0.05
FVD First Trust Value Line DVD Reduce -5.7% 0.30% −0.05

Portfolio Buys Q1 2025 → Q2 2025
BRTR iShares Total Return Act ETF New 4.35% +4.35
SFLR Innovator Eqty MGD Floor ETF Add +163.1% 6.14% +3.73
VTV Vanguard Mrngstr Val ETF-Aui Add +103.5% 6.22% +2.94
IWF iShares Russell 1000 Growth Add +27.6% 10.86% +2.88
GOVT iShares US Treasury Bond ETF New 2.04% +2.04
BINC iShares Flex I A ETF-Usd Inc. New 1.27% +1.27
JHMM John Hancock Multi Fact Mid New 1.18% +1.18
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.47% +0.47
EMGF iShares Emerging Markets Equ New 0.33% +0.33
NBSD Neuberger Short Duration Inc. New 0.23% +0.23
APA Apa Corp. New 0.17% +0.17
C Citigroup Inc. Add +4.8% 1.35% +0.16
NVDA Nvidia Corp. Add +1.7% 0.55% +0.14
VOO Vanguard S&P 500 ETF Add +1.3% 6.53% +0.12
BSV Vanguard Short-Term Bond ETF New 0.11% +0.11
ICSH iShares Ultra Short Duration New 0.10% +0.10
HDEF Xtrackers MSCI Eafe High Div New 0.10% +0.10
PFE Pfizer Inc. Add +126.4% 0.21% +0.10
BKNG Booking Holdings Inc. New 0.10% +0.10
NXPI NXP Semiconductors NV New 0.09% +0.09
ORCL Oracle Corp. New 0.09% +0.09
MCK McKesson Corp. New 0.09% +0.09
QDPL Pacer Met US LRG Cap DVD 400 Add +34.6% 0.38% +0.09
TJX TJX Companies Inc. Add +1.1% 0.11% −0.01
ABBV Abbvie Inc. Add +3.5% 0.10% −0.02
CNP Centerpoint Energy Inc. Add +0.0% 0.23% −0.02
UNH Unitedhealth Group Inc. Add +14.6% 0.11% −0.07
LLY Eli Lilly & Co. Add +0.0% 3.46% −0.58

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 138$287.8MVOO, SFLR, IWF, VTV, LLY
Q1 2026 130$250.7MIWF, SFLR, VTV, VOO, VXUS
Q4 2025 131$246.1MIWF, SFLR, VOO, VTV, VXUS
Q3 2025 128$233.4MIWF, VOO, SFLR, VTV, VXUS
Q2 2025 122$217.8MIWF, VOO, VTV, SFLR, JPM
Q1 2025 121$197.5MVXUS, IWF, VOO, JPM, LLY
Q4 2024 120$200.4MIWF, VXUS, VOO, JPM, LLY
Q3 2024 120$198.0MVXUS, IWF, VOO, JPM, LLY
Q2 2024 937$174.0MAGG, VOO, JPM, LLY, IWF
Q1 2024 1,062$169.8MAGG, VOO, JPM, LLY, IWF