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

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 Q2 2025 Q3 2025: $233.4M Q3 2025 Q4 2025: $246.1M Q4 2025 Q1 2026: $250.7M $250.7M Q1 2026 Q2 2026: $287.8M Q2 2026

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%
FXH First Trust Health Care Alph 0.12% 2,740 $301K No change
UNM Unum Group 0.12% 4,090 $299K Reduce -2.4%
MU Micron Technology Inc. 0.12% 869 $294K Reduce -25.7%
CALF PCR US SM CP CSH CWS ETF-Usd 0.12% 6,451 $289K Reduce -6.4%
SCHM Schwab US Mid Cap ETF 0.12% 9,331 $289K No change
XLI SS Industrial Select Sector 0.11% 1,773 $287K Add +1.2%
WBS Webster Financial Corp. 0.11% 4,000 $278K No change
NI Nisource Inc. 0.11% 5,826 $272K No change
INTF iShares International Equity 0.11% 6,963 $271K Reduce -15.3%
EFA iShares MSCI Eafe ETF 0.11% 2,783 $270K Add +6.1%
XLY SS Consumer Disc Select Sect 0.11% 2,453 $267K Reduce -0.2%
POR Portland General Electric Co. 0.11% 5,000 $266K No change
ADP Automatic Data Processing 0.11% 1,286 $264K Reduce -8.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 1,644 $263K Reduce -7.1%
QCOM Qualcomm Inc. 0.10% 2,002 $258K Add +0.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.10% 1,153 $250K New
SDY SS SPDR S&P Dividend ETF 0.10% 1,712 $250K Reduce -24.5%
V Visa Inc. Class A 0.10% 818 $247K Reduce -4.7%
KO The Coca-Cola Co. 0.10% 3,227 $247K Reduce -1.8%
JXN Jackson Financial Inc. Class A 0.10% 2,300 $243K No change
XLC SS Comm Select Sector SPDR 0.09% 2,129 $236K Reduce -0.3%
PSX Phillips 66 0.09% 1,294 $236K New
DRI Darden Restaurants Inc. 0.09% 1,194 $234K Reduce -11.8%
APD Air Products & Chemicals Inc. 0.09% 799 $232K Reduce -15.4%
AEE Ameren Corporation 0.09% 2,000 $220K New
CRM Salesforce Inc. 0.09% 1,173 $219K Reduce -12.7%
MTRN Materion Corp. 0.09% 1,500 $217K New
ABBV Abbvie Inc. 0.09% 988 $215K No change
TSLA Tesla Inc. 0.08% 569 $212K Add +3.1%
XLK SS Technology Select Sector 0.08% 1,507 $200K Reduce -2.4%
Other holdings (1): bonds, preferreds, convertibles and warrants · $834K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 700$834KNo 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

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