Wetzel Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Wetzel Investment Advisors, Inc. reported 130 stock positions worth $250.7 million. Its top holding was iShares Russell 1000 Growth (IWF) at 9.4% of the portfolio, followed by Innovator Eqty MGD Floor ETF (SFLR, 6.9%) and Vanguard Mrngstr Val ETF-Aui (VTV, 6.9%). Compared with Q4 2025, it opened 4 new positions, sold out of 5, added to 43 and reduced 69. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +11%) and the biggest sale JPMorgan Chase (JPM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- INDIANAPOLIS, IN
- CIK
- 0002009211
- Portfolio Value
- $250.7M (Q1 2026)
- SEC Filing
- 0002009211-26-000003 ↗ filed Apr 22, 2026
Holdings Value
Holdings 130 stocks · $250.7M
| IWF iShares Russell 1000 Growth | 9.43% | 55,455 | $23.6M | Add +1.9% |
| SFLR Innovator Eqty MGD Floor ETF | 6.92% | 489,437 | $17.3M | Add +12.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.87% | 87,820 | $17.2M | Add +11.3% |
| VOO Vanguard S&P 500 ETF | 6.48% | 27,196 | $16.3M | Add +6.2% |
| VXUS Vanguard Total Intl Stock | 5.04% | 163,993 | $12.6M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 4.66% | 39,724 | $11.7M | Reduce -0.5% |
| BRTR iShares Total Return Act ETF | 4.50% | 224,597 | $11.3M | Add +6.8% |
| LLY Eli Lilly & Co. | 4.13% | 11,256 | $10.4M | Add +3.8% |
| GOVT iShares US Treasury Bond ETF | 2.14% | 234,248 | $5.4M | Add +6.5% |
| IEMG iShares Core MSCI Emerging | 1.98% | 71,241 | $5.0M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.98% | 7,603 | $5.0M | Add +1.4% |
| VXF Vanguard Extended Market ETF | 1.89% | 23,048 | $4.7M | Reduce -2.6% |
| SPIB SS SPDR P Int C Corp. ETF | 1.86% | 138,785 | $4.7M | Add +1.8% |
| ICVT iShares Convertible Bond ETF | 1.76% | 43,390 | $4.4M | Reduce -6.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.72% | 74,013 | $4.3M | Add +74.5% |
| JHMM John Hancock Multi Fact Mid | 1.56% | 58,378 | $3.9M | Add +22.9% |
| SPHQ Invesco S&P 500 Quality ETF | 1.53% | 50,912 | $3.8M | Reduce -3.5% |
| C Citigroup Inc. | 1.43% | 31,641 | $3.6M | Add +0.6% |
| AAPL Apple Inc. | 1.42% | 14,044 | $3.6M | Reduce -4.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.33% | 64,324 | $3.3M | Add +3.1% |
| FDL First Trust Morn DVD Lead Inc. | 1.26% | 62,247 | $3.2M | Reduce -1.7% |
| IJH iShares Core S&P Midcap ETF | 1.22% | 45,332 | $3.1M | Reduce -1.9% |
| SPMO Invesco S&P 500 Momentum ETF | 1.09% | 24,387 | $2.7M | Reduce -1.4% |
| FTCS First Trust Capital Strength | 1.05% | 28,425 | $2.6M | Reduce -0.2% |
| WMT Walmart Inc. | 1.00% | 20,227 | $2.5M | Add +22.3% |
| EMGF iShares Emerging Markets Equ | 0.86% | 35,654 | $2.2M | Add +71.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.80% | 6,941 | $2.0M | Reduce -0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.79% | 9,229 | $2.0M | Reduce -0.3% |
| MPC Marathon Petroleum Corp. | 0.76% | 7,846 | $1.9M | Reduce -2.5% |
| MSFT Microsoft Corp. | 0.59% | 4,028 | $1.5M | Reduce -10.0% |
| GOOGL Alphabet Inc. Class A | 0.59% | 5,179 | $1.5M | Reduce -7.3% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.58% | 35,900 | $1.4M | Add +0.6% |
| DMAR FT Vest US Equity Deep Buffe | 0.57% | 33,666 | $1.4M | Reduce -1.9% |
| NVDA Nvidia Corp. | 0.56% | 7,991 | $1.4M | Reduce -5.1% |
| IWD iShares Russell 1000 Value E | 0.53% | 6,245 | $1.3M | Reduce -1.2% |
| NBSD Neuberger Short Duration Inc. | 0.52% | 25,565 | $1.3M | Add +68.7% |
| USHY iShares Broad Usd High Yield | 0.52% | 35,178 | $1.3M | Add +4.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.50% | 13,617 | $1.3M | Reduce -6.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.49% | 13,494 | $1.2M | Reduce -10.2% |
| FEX First Trust Large Cap Core A | 0.46% | 9,470 | $1.2M | Reduce -0.1% |
| APA Apa Corp. | 0.44% | 25,914 | $1.1M | Add +21.1% |
| AVGO Broadcom Inc. | 0.41% | 3,348 | $1.0M | Reduce -5.8% |
| ETN Eaton Corp. PLC | 0.41% | 2,862 | $1.0M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.40% | 4,090 | $1000K | Reduce -2.9% |
| PRU Prudential Financial Inc. | 0.39% | 10,017 | $979K | Reduce -0.1% |
| COP Conocophillips | 0.38% | 7,297 | $963K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 1,655 | $955K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.38% | 5,627 | $955K | Reduce -11.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.32% | 16,762 | $805K | Add +53.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 15,519 | $774K | Add +1.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.29% | 11,500 | $719K | Add +16.2% |
| UNP Union Pacific Corp. | 0.28% | 2,942 | $714K | Reduce -3.0% |
| FITB Fifth Third Bancorp | 0.28% | 15,135 | $709K | Reduce -1.6% |
| IYW iShares Ustechnology ETF | 0.28% | 3,906 | $709K | No change |
| VYM Vanguard High DVD Yield ETF | 0.28% | 4,771 | $707K | Reduce -0.8% |
| THRO iShares U.S. Thematic Rotati | 0.28% | 19,303 | $699K | Add +119.5% |
| DMAY FT Vest US Equity Deep Buffe | 0.27% | 15,208 | $683K | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 5,293 | $658K | Reduce -13.8% |
| RJF Raymond James Financial Inc. | 0.26% | 4,529 | $656K | Add +12.4% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 4,366 | $622K | Reduce -3.9% |
| PFE Pfizer Inc. | 0.24% | 21,615 | $607K | Add +8.1% |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 7,628 | $598K | Add +68.0% |
| HDEF Xtrackers MSCI Eafe High Div | 0.24% | 18,392 | $596K | Add +54.9% |
| MSI Motorola Solutions Inc. | 0.24% | 1,366 | $594K | Reduce -2.6% |
| ICSH iShares Ultra Short Duration | 0.24% | 11,655 | $590K | Add +64.2% |
| ALL Allstate Corp. | 0.23% | 2,785 | $580K | Reduce -1.1% |
| CNP Centerpoint Energy Inc. | 0.23% | 13,365 | $577K | Reduce -1.4% |
| FVD First Trust Value Line DVD | 0.23% | 12,098 | $569K | Reduce -13.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.22% | 13,778 | $553K | Add +32.8% |
| MINO PIMCO Municipal Income Oppor | 0.22% | 12,000 | $542K | No change |
| AMZN Amazon.com Inc. | 0.21% | 2,573 | $536K | Reduce -13.7% |
| TT Trane Technologies PLC | 0.21% | 1,272 | $530K | Reduce -2.5% |
| VT Vanguard Tot World STK ETF | 0.20% | 3,679 | $509K | Reduce -7.2% |
| CB Chubb Ltd. | 0.19% | 1,488 | $486K | Reduce -9.7% |
| GSLC Goldman Activebeta US LC ETF | 0.19% | 3,825 | $479K | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.18% | 1,299 | $463K | No change |
| CME Cme Group Inc. | 0.18% | 1,512 | $447K | Reduce -27.3% |
| DGRO iShares Core Dividend Growth | 0.18% | 6,349 | $446K | Add +88.7% |
| JEPI JPMorgan Equity Premium Inco | 0.17% | 7,517 | $426K | Add +62.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.17% | 5,791 | $424K | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.16% | 3,404 | $412K | Reduce -8.5% |
| HIG Hartford Insurance Group Inc. | 0.16% | 3,000 | $407K | No change |
| HD Home Depot Inc. | 0.16% | 1,222 | $402K | Reduce -12.1% |
| META Meta Platforms Inc. Class A | 0.16% | 686 | $392K | Reduce -1.6% |
| XLV SS Health Care Select Sector | 0.15% | 2,642 | $387K | Add +0.1% |
| FDVV Fidelity High Dividend ETF | 0.15% | 6,811 | $376K | Add +51.5% |
| SCHF Schwab Intl Equity ETF | 0.14% | 14,665 | $363K | No change |
| XLE SS Energy Select Sector | 0.14% | 5,915 | $362K | Add +0.0% |
| VZ Verizon Communications Inc. | 0.14% | 7,154 | $359K | Reduce -19.9% |
| GOLY Strategy Shares Gold Enhance | 0.14% | 12,185 | $359K | Add +55.2% |
| CSCO Cisco Systems Inc. | 0.14% | 4,520 | $351K | Reduce -7.7% |
| JCI Johnson Controls Internation | 0.14% | 2,633 | $346K | Reduce -15.5% |
| CVX Chevron Corp. | 0.13% | 1,592 | $329K | Reduce -1.5% |
| WM Waste Management Inc. | 0.12% | 1,348 | $310K | Reduce -17.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.12% | 1,675 | $309K | Add +39.2% |
| JPIB JPMorgan Intl BND ETF | 0.12% | 6,414 | $307K | Reduce -1.1% |
| IYG iShares U.S. Financial Servi | 0.12% | 3,687 | $305K | No change |
| MIRM Mirum Pharmaceuticals Inc. | 0.12% | 3,300 | $305K | Add +26.9% |
| AGG iShares Core U.S. Aggregate | 0.12% | 3,059 | $304K | Add +0.0% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.12% | 7,086 | $301K | Reduce -1.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $834K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 700 | $834K | No change |
Total filed on the 13F, all lines: $251.5M.
Portfolio Sells Q4 2025 → Q1 2026
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 4.66% | −0.57 |
| MSFT Microsoft Corp. | Reduce -10.0% | 0.59% | −0.28 |
| VXUS Vanguard Total Intl Stock | Reduce -4.2% | 5.04% | −0.21 |
| AAPL Apple Inc. | Reduce -4.2% | 1.42% | −0.20 |
| VXF Vanguard Extended Market ETF | Reduce -2.6% | 1.89% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -7.3% | 0.59% | −0.12 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -1.4% | 1.09% | −0.11 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.10 |
| ICVT iShares Convertible Bond ETF | Reduce -6.5% | 1.76% | −0.10 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.09 |
| AVGO Broadcom Inc. | Reduce -5.8% | 0.41% | −0.09 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.08 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.08 |
| NVDA Nvidia Corp. | Reduce -5.1% | 0.56% | −0.08 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -3.5% | 1.53% | −0.08 |
| PRU Prudential Financial Inc. | Reduce -0.1% | 0.39% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -13.7% | 0.21% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.2% | 0.49% | −0.06 |
| CRM Salesforce Inc. | Reduce -12.7% | 0.09% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -6.5% | 0.50% | −0.05 |
| CME Cme Group Inc. | Reduce -27.3% | 0.18% | −0.05 |
| ADP Automatic Data Processing | Reduce -8.9% | 0.11% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -13.8% | 0.26% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.79% | −0.04 |
| FVD First Trust Value Line DVD | Reduce -13.6% | 0.23% | −0.04 |
| HD Home Depot Inc. | Reduce -12.1% | 0.16% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.38% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.16% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -24.5% | 0.10% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.5% | 0.80% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.9% | 0.25% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -7.2% | 0.20% | −0.02 |
| V Visa Inc. Class A | Reduce -4.7% | 0.10% | −0.02 |
| WM Waste Management Inc. | Reduce -17.0% | 0.12% | −0.02 |
| FTCS First Trust Capital Strength | Reduce -0.2% | 1.05% | −0.02 |
| MU Micron Technology Inc. | Reduce -25.7% | 0.12% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 1.22% | −0.02 |
| INTF iShares International Equity | Reduce -15.3% | 0.11% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.7% | 0.19% | −0.02 |
| CB Chubb Ltd. | Reduce -9.7% | 0.19% | −0.02 |
| JCI Johnson Controls Internation | Reduce -15.5% | 0.14% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -7.7% | 0.14% | −0.01 |
| UNM Unum Group | Reduce -2.4% | 0.12% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.2% | 0.11% | −0.01 |
| FITB Fifth Third Bancorp | Reduce -1.6% | 0.28% | −0.01 |
| DMAR FT Vest US Equity Deep Buffe | Reduce -1.9% | 0.57% | −0.01 |
| XLK SS Technology Select Sector | Reduce -2.4% | 0.08% | −0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -6.4% | 0.12% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -1.2% | 0.53% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VTV Vanguard Mrngstr Val ETF-Aui | Add +11.3% | 6.87% | +0.75 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +74.5% | 1.72% | +0.67 |
| SFLR Innovator Eqty MGD Floor ETF | Add +12.1% | 6.92% | +0.38 |
| EMGF iShares Emerging Markets Equ | Add +71.0% | 0.86% | +0.37 |
| JHMM John Hancock Multi Fact Mid | Add +22.9% | 1.56% | +0.30 |
| WMT Walmart Inc. | Add +22.3% | 1.00% | +0.25 |
| APA Apa Corp. | Add +21.1% | 0.44% | +0.23 |
| NBSD Neuberger Short Duration Inc. | Add +68.7% | 0.52% | +0.20 |
| BRTR iShares Total Return Act ETF | Add +6.8% | 4.50% | +0.16 |
| THRO iShares U.S. Thematic Rotati | Add +119.5% | 0.28% | +0.14 |
| BNDX Vanguard Total Intl Bond ETF | Add +53.8% | 0.32% | +0.11 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.10% | +0.10 |
| PSX Phillips 66 | New | 0.09% | +0.09 |
| BSV Vanguard Short-Term Bond ETF | Add +68.0% | 0.24% | +0.09 |
| ICSH iShares Ultra Short Duration | Add +64.2% | 0.24% | +0.09 |
| HDEF Xtrackers MSCI Eafe High Div | Add +54.9% | 0.24% | +0.09 |
| AEE Ameren Corporation | New | 0.09% | +0.09 |
| MTRN Materion Corp. | New | 0.09% | +0.09 |
| GOVT iShares US Treasury Bond ETF | Add +6.5% | 2.14% | +0.08 |
| DGRO iShares Core Dividend Growth | Add +88.7% | 0.18% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +62.3% | 0.17% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +1.2% | 1.98% | +0.06 |
| SRLN SS Blackstone Sr Loan ETF | Add +32.8% | 0.22% | +0.05 |
| FDVV Fidelity High Dividend ETF | Add +51.5% | 0.15% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Add +16.2% | 0.29% | +0.04 |
| PFE Pfizer Inc. | Add +8.1% | 0.24% | +0.04 |
| MIRM Mirum Pharmaceuticals Inc. | Add +26.9% | 0.12% | +0.04 |
| XLE SS Energy Select Sector | Add +0.0% | 0.14% | +0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +39.2% | 0.12% | +0.04 |
| GOLY Strategy Shares Gold Enhance | Add +55.2% | 0.14% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +6.1% | 0.11% | +0.01 |
| USHY iShares Broad Usd High Yield | Add +4.5% | 0.52% | +0.01 |
| XLI SS Industrial Select Sector | Add +1.2% | 0.11% | +0.00 |
| RJF Raymond James Financial Inc. | Add +12.4% | 0.26% | −0.00 |
| AGG iShares Core U.S. Aggregate | Add +0.0% | 0.12% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1.0% | 0.31% | −0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +3.1% | 1.33% | −0.01 |
| XLV SS Health Care Select Sector | Add +0.1% | 0.15% | −0.01 |
| TSLA Tesla Inc. | Add +3.1% | 0.08% | −0.02 |
| SPIB SS SPDR P Int C Corp. ETF | Add +1.8% | 1.86% | −0.02 |
| QCOM Qualcomm Inc. | Add +0.8% | 0.10% | −0.04 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +0.6% | 0.58% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +6.2% | 6.48% | −0.04 |
| C Citigroup Inc. | Add +0.6% | 1.43% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 1.98% | −0.11 |
| LLY Eli Lilly & Co. | Add +3.8% | 4.13% | −0.61 |
| IWF iShares Russell 1000 Growth | Add +1.9% | 9.43% | −1.04 |
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 |