Wetzel Investment Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Wetzel Investment Advisors, Inc. reported 131 stock positions worth $246.1 million. Its top holding was iShares Russell 1000 Growth (IWF) at 10.5% of the portfolio, followed by Innovator Eqty MGD Floor ETF (SFLR, 6.5%) and Vanguard S&P 500 ETF (VOO, 6.5%). Compared with Q3 2025, it opened 8 new positions, sold out of 5, added to 49 and reduced 57. The biggest buy was Eli Lilly (LLY, shares +12%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- INDIANAPOLIS, IN
- CIK
- 0002009211
- Portfolio Value
- $246.1M (Q4 2025)
- SEC Filing
- 0002009211-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 131 stocks · $246.1M
| IWF iShares Russell 1000 Growth | 10.47% | 54,439 | $25.8M | Reduce -1.2% |
| SFLR Innovator Eqty MGD Floor ETF | 6.54% | 436,484 | $16.1M | Add +5.7% |
| VOO Vanguard S&P 500 ETF | 6.53% | 25,603 | $16.1M | Add +2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.13% | 78,921 | $15.1M | Add +3.7% |
| VXUS Vanguard Total Intl Stock | 5.25% | 171,262 | $12.9M | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 5.23% | 39,912 | $12.9M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 4.74% | 10,846 | $11.7M | Add +12.2% |
| BRTR iShares Total Return Act ETF | 4.34% | 210,290 | $10.7M | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.09% | 7,502 | $5.1M | Reduce -0.1% |
| GOVT iShares US Treasury Bond ETF | 2.06% | 219,858 | $5.1M | Add +4.3% |
| VXF Vanguard Extended Market ETF | 2.01% | 23,663 | $4.9M | Reduce -0.6% |
| IEMG iShares Core MSCI Emerging | 1.92% | 70,423 | $4.7M | Add +0.7% |
| SPIB SS SPDR P Int C Corp. ETF | 1.87% | 136,355 | $4.6M | Add +2.0% |
| ICVT iShares Convertible Bond ETF | 1.86% | 46,416 | $4.6M | Add +0.1% |
| AAPL Apple Inc. | 1.62% | 14,665 | $4.0M | Add +1.8% |
| SPHQ Invesco S&P 500 Quality ETF | 1.61% | 52,741 | $4.0M | Reduce -0.8% |
| C Citigroup Inc. | 1.49% | 31,441 | $3.7M | Reduce -0.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.34% | 62,390 | $3.3M | Add +4.1% |
| JHMM John Hancock Multi Fact Mid | 1.26% | 47,485 | $3.1M | Add +9.7% |
| IJH iShares Core S&P Midcap ETF | 1.24% | 46,209 | $3.0M | Reduce -0.7% |
| SPMO Invesco S&P 500 Momentum ETF | 1.20% | 24,746 | $3.0M | Reduce -0.0% |
| FDL First Trust Morn DVD Lead Inc. | 1.14% | 63,316 | $2.8M | Reduce -0.6% |
| FTCS First Trust Capital Strength | 1.07% | 28,482 | $2.6M | Reduce -1.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.05% | 42,404 | $2.6M | Add +87.2% |
| MSFT Microsoft Corp. | 0.88% | 4,475 | $2.2M | Reduce -2.2% |
| VIG Vanguard Dividend Apprec ETF | 0.83% | 9,261 | $2.0M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.82% | 6,973 | $2.0M | Reduce -1.0% |
| WMT Walmart Inc. | 0.75% | 16,542 | $1.8M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.71% | 5,590 | $1.7M | Add +5.4% |
| NVDA Nvidia Corp. | 0.64% | 8,422 | $1.6M | Add +11.7% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.62% | 35,700 | $1.5M | Add +40.0% |
| DMAR FT Vest US Equity Deep Buffe | 0.58% | 34,334 | $1.4M | Reduce -0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.56% | 14,571 | $1.4M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.55% | 15,020 | $1.3M | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.54% | 6,322 | $1.3M | Reduce -0.8% |
| MPC Marathon Petroleum Corp. | 0.53% | 8,049 | $1.3M | Reduce -0.1% |
| USHY iShares Broad Usd High Yield | 0.51% | 33,662 | $1.3M | Reduce -6.0% |
| AVGO Broadcom Inc. | 0.50% | 3,553 | $1.2M | Add +0.8% |
| EMGF iShares Emerging Markets Equ | 0.49% | 20,851 | $1.2M | Add +30.2% |
| PRU Prudential Financial Inc. | 0.46% | 10,022 | $1.1M | Add +0.9% |
| FEX First Trust Large Cap Core A | 0.46% | 9,480 | $1.1M | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 1,656 | $1.0M | No change |
| ETN Eaton Corp. PLC | 0.38% | 2,912 | $928K | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.35% | 4,211 | $871K | Add +0.6% |
| IYW iShares Ustechnology ETF | 0.32% | 3,906 | $780K | Add +0.2% |
| NBSD Neuberger Short Duration Inc. | 0.32% | 15,158 | $776K | Add +38.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 15,371 | $773K | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.31% | 6,379 | $768K | No change |
| IJR iShares Core S&P Small-Cap E | 0.30% | 6,140 | $738K | Reduce -2.5% |
| FITB Fifth Third Bancorp | 0.30% | 15,381 | $726K | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.28% | 3,032 | $701K | Reduce -1.0% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 4,812 | $691K | Reduce -0.1% |
| DMAY FT Vest US Equity Deep Buffe | 0.28% | 15,260 | $690K | Reduce -0.7% |
| AMZN Amazon.com Inc. | 0.28% | 2,983 | $689K | Reduce -4.6% |
| COP Conocophillips | 0.28% | 7,297 | $683K | No change |
| ITOT iShares Core S&P Total U.S. | 0.27% | 4,543 | $675K | Reduce -3.3% |
| RJF Raymond James Financial Inc. | 0.26% | 4,029 | $647K | Reduce -19.9% |
| FVD First Trust Value Line DVD | 0.26% | 14,002 | $645K | Reduce -2.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.24% | 9,900 | $602K | Add +25.3% |
| ALL Allstate Corp. | 0.24% | 2,817 | $589K | Reduce -0.1% |
| CME Cme Group Inc. | 0.23% | 2,080 | $568K | Reduce -0.7% |
| VT Vanguard Tot World STK ETF | 0.23% | 3,965 | $559K | Reduce -3.9% |
| MINO PIMCO Municipal Income Oppor | 0.22% | 12,000 | $544K | No change |
| MSI Motorola Solutions Inc. | 0.22% | 1,402 | $539K | Reduce -0.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 10,897 | $527K | Add +53.2% |
| APA Apa Corp. | 0.21% | 21,405 | $524K | Add +6.8% |
| CNP Centerpoint Energy Inc. | 0.21% | 13,548 | $519K | No change |
| CB Chubb Ltd. | 0.21% | 1,647 | $516K | Reduce -2.5% |
| GSLC Goldman Activebeta US LC ETF | 0.21% | 3,851 | $510K | No change |
| TT Trane Technologies PLC | 0.21% | 1,305 | $508K | Add +0.2% |
| PFE Pfizer Inc. | 0.20% | 20,004 | $498K | Reduce -0.3% |
| IWB iShares Russell 1000 ETF | 0.20% | 1,299 | $485K | No change |
| HD Home Depot Inc. | 0.19% | 1,390 | $478K | Add +2.7% |
| META Meta Platforms Inc. Class A | 0.19% | 697 | $460K | Add +4.0% |
| SRLN SS Blackstone Sr Loan ETF | 0.17% | 10,372 | $428K | Add +22.1% |
| HIG Hartford Insurance Group Inc. | 0.17% | 3,000 | $415K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.17% | 5,803 | $414K | Reduce -2.1% |
| XLV SS Health Care Select Sector | 0.17% | 2,638 | $408K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.16% | 3,720 | $395K | Reduce -6.7% |
| CSCO Cisco Systems Inc. | 0.15% | 4,899 | $377K | Reduce -5.0% |
| JCI Johnson Controls Internation | 0.15% | 3,115 | $374K | Add +0.1% |
| HDEF Xtrackers MSCI Eafe High Div | 0.15% | 11,874 | $368K | Add +39.4% |
| ADP Automatic Data Processing | 0.15% | 1,412 | $366K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.15% | 8,931 | $364K | Reduce -0.9% |
| ICSH iShares Ultra Short Duration | 0.15% | 7,100 | $359K | Add +37.7% |
| BSV Vanguard Short-Term Bond ETF | 0.15% | 4,541 | $358K | Add +37.0% |
| WM Waste Management Inc. | 0.14% | 1,624 | $357K | Add +0.8% |
| CRM Salesforce Inc. | 0.14% | 1,343 | $356K | Add +0.9% |
| SCHF Schwab Intl Equity ETF | 0.14% | 14,665 | $353K | Reduce -0.2% |
| IYG iShares U.S. Financial Servi | 0.14% | 3,687 | $340K | Add +0.1% |
| QCOM Qualcomm Inc. | 0.14% | 1,986 | $340K | Add +2.6% |
| THRO iShares U.S. Thematic Rotati | 0.14% | 8,793 | $339K | New |
| MU Micron Technology Inc. | 0.14% | 1,169 | $334K | Reduce -5.0% |
| UNM Unum Group | 0.13% | 4,190 | $325K | No change |
| JPIB JPMorgan Intl BND ETF | 0.13% | 6,482 | $317K | Reduce -2.9% |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 2,267 | $315K | Reduce -0.2% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.13% | 7,216 | $313K | Reduce -0.0% |
| FXH First Trust Health Care Alph | 0.13% | 2,740 | $312K | No change |
| INTF iShares International Equity | 0.13% | 8,217 | $310K | Add +2.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.13% | 6,893 | $308K | Reduce -10.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $889K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 700 | $889K | No change |
Total filed on the 13F, all lines: $246.9M.
Portfolio Sells Q3 2025 → Q4 2025
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 10.47% | −0.58 |
| VXUS Vanguard Total Intl Stock | Reduce -5.9% | 5.25% | −0.48 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 5.23% | −0.23 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.14 |
| MSFT Microsoft Corp. | Reduce -2.2% | 0.88% | −0.14 |
| MPC Marathon Petroleum Corp. | Reduce -0.1% | 0.53% | −0.13 |
| VXF Vanguard Extended Market ETF | Reduce -0.6% | 2.01% | −0.12 |
| RJF Raymond James Financial Inc. | Reduce -19.9% | 0.26% | −0.11 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.10 |
| ETN Eaton Corp. PLC | Reduce -1.1% | 0.38% | −0.10 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.09 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.09 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -0.0% | 1.20% | −0.08 |
| FTCS First Trust Capital Strength | Reduce -1.0% | 1.07% | −0.08 |
| USHY iShares Broad Usd High Yield | Reduce -6.0% | 0.51% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.0% | 0.82% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 2.09% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 1.24% | −0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -0.8% | 1.61% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -0.2% | 0.22% | −0.06 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -0.6% | 1.14% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.6% | 0.56% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 0.83% | −0.03 |
| FEX First Trust Large Cap Core A | Reduce -2.1% | 0.46% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.28% | −0.03 |
| DMAR FT Vest US Equity Deep Buffe | Reduce -0.9% | 0.58% | −0.02 |
| FVD First Trust Value Line DVD | Reduce -2.5% | 0.26% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.9% | 0.15% | −0.02 |
| ALL Allstate Corp. | Reduce -0.1% | 0.24% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.5% | 0.30% | −0.02 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -10.8% | 0.13% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 0.55% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.3% | 0.27% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -2.1% | 0.17% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.5% | 0.31% | −0.02 |
| PFE Pfizer Inc. | Reduce -0.3% | 0.20% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -3.9% | 0.23% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -0.8% | 0.54% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -4.6% | 0.28% | −0.01 |
| CME Cme Group Inc. | Reduce -0.7% | 0.23% | −0.01 |
| DMAY FT Vest US Equity Deep Buffe | Reduce -0.7% | 0.28% | −0.01 |
| JPIB JPMorgan Intl BND ETF | Reduce -2.9% | 0.13% | −0.01 |
| ABBV Abbvie Inc. | Reduce -4.5% | 0.09% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.10% | −0.01 |
| CVX Chevron Corp. | Reduce -2.4% | 0.10% | −0.01 |
| DRI Darden Restaurants Inc. | Reduce -0.7% | 0.10% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.1% | 0.28% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.2% | 0.13% | −0.01 |
| MDT Medtronic PLC | Reduce -2.4% | 0.11% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +12.2% | 4.74% | +1.58 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +87.2% | 1.05% | +0.47 |
| SFLR Innovator Eqty MGD Floor ETF | Add +5.7% | 6.54% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +5.4% | 0.71% | +0.16 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +40.0% | 0.62% | +0.16 |
| THRO iShares U.S. Thematic Rotati | New | 0.14% | +0.14 |
| GOLY Strategy Shares Gold Enhance | New | 0.11% | +0.11 |
| FDVV Fidelity High Dividend ETF | New | 0.10% | +0.10 |
| EMGF iShares Emerging Markets Equ | Add +30.2% | 0.49% | +0.10 |
| DGRO iShares Core Dividend Growth | New | 0.09% | +0.09 |
| XLK SS Technology Select Sector | New | 0.09% | +0.09 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.09% | +0.09 |
| SPGI S&P Global Inc. | New | 0.08% | +0.08 |
| MIRM Mirum Pharmaceuticals Inc. | New | 0.08% | +0.08 |
| NBSD Neuberger Short Duration Inc. | Add +38.9% | 0.32% | +0.08 |
| JHMM John Hancock Multi Fact Mid | Add +9.7% | 1.26% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +53.2% | 0.21% | +0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Add +25.3% | 0.24% | +0.05 |
| AAPL Apple Inc. | Add +1.8% | 1.62% | +0.05 |
| HDEF Xtrackers MSCI Eafe High Div | Add +39.4% | 0.15% | +0.04 |
| NVDA Nvidia Corp. | Add +11.7% | 0.64% | +0.04 |
| ICSH iShares Ultra Short Duration | Add +37.7% | 0.15% | +0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +37.0% | 0.15% | +0.03 |
| SRLN SS Blackstone Sr Loan ETF | Add +22.1% | 0.17% | +0.02 |
| JNJ Johnson & Johnson | Add +0.6% | 0.35% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +29.0% | 0.11% | +0.02 |
| PRU Prudential Financial Inc. | Add +0.9% | 0.46% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.7% | 6.13% | +0.01 |
| CRM Salesforce Inc. | Add +0.9% | 0.14% | +0.01 |
| XLV SS Health Care Select Sector | Add +0.1% | 0.17% | +0.01 |
| JCI Johnson Controls Internation | Add +0.1% | 0.15% | +0.01 |
| JXN Jackson Financial Inc. Class A | Add +4.5% | 0.10% | +0.00 |
| APA Apa Corp. | Add +6.8% | 0.21% | +0.00 |
| INTF iShares International Equity | Add +2.8% | 0.13% | +0.00 |
| AVGO Broadcom Inc. | Add +0.8% | 0.50% | +0.00 |
| TSLA Tesla Inc. | Add +5.8% | 0.10% | +0.00 |
| QCOM Qualcomm Inc. | Add +2.6% | 0.14% | +0.00 |
| XLI SS Industrial Select Sector | Add +4.0% | 0.11% | −0.00 |
| XLC SS Comm Select Sector SPDR | Add +3.7% | 0.10% | −0.00 |
| IYG iShares U.S. Financial Servi | Add +0.1% | 0.14% | −0.00 |
| XLE SS Energy Select Sector | Add +0.2% | 0.11% | −0.01 |
| XLY SS Consumer Disc Select Sect | Add +0.3% | 0.12% | −0.01 |
| ICE Intercontinental Exchange Inc. | Add +2.4% | 0.09% | −0.01 |
| WM Waste Management Inc. | Add +0.8% | 0.14% | −0.01 |
| IYW iShares Ustechnology ETF | Add +0.2% | 0.32% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +0.2% | 0.09% | −0.02 |
| META Meta Platforms Inc. Class A | Add +4.0% | 0.19% | −0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +4.1% | 1.34% | −0.03 |
| TT Trane Technologies PLC | Add +0.2% | 0.21% | −0.03 |
| ADP Automatic Data Processing | Add +0.1% | 0.15% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 138 | $287.8M | VOO, SFLR, IWF, VTV, LLY |
| Q1 2026 | 130 | $250.7M | IWF, SFLR, VTV, VOO, VXUS |
| Q4 2025 | 131 | $246.1M | IWF, SFLR, VOO, VTV, VXUS |
| Q3 2025 | 128 | $233.4M | IWF, VOO, SFLR, VTV, VXUS |
| Q2 2025 | 122 | $217.8M | IWF, VOO, VTV, SFLR, JPM |
| Q1 2025 | 121 | $197.5M | VXUS, IWF, VOO, JPM, LLY |
| Q4 2024 | 120 | $200.4M | IWF, VXUS, VOO, JPM, LLY |
| Q3 2024 | 120 | $198.0M | VXUS, IWF, VOO, JPM, LLY |
| Q2 2024 | 937 | $174.0M | AGG, VOO, JPM, LLY, IWF |
| Q1 2024 | 1,062 | $169.8M | AGG, VOO, JPM, LLY, IWF |