Wetzel Investment Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Wetzel Investment Advisors, Inc. reported 138 stock positions worth $287.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 9.1% of the portfolio, followed by Innovator Eqty MGD Floor ETF (SFLR, 8.5%) and iShares Russell 1000 Growth (IWF, 7.9%). Compared with Q1 2026, it opened 16 new positions, sold out of 8, added to 16 and reduced 87. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +40%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −20%).

Most Recent 13F
Q2 2026
Location
INDIANAPOLIS, IN
CIK
0002009211
Portfolio Value
$287.8M (Q2 2026)
SEC Filing
0002009211-26-000004 ↗ filed Jul 23, 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 Q1 2026 Q2 2026: $287.8M $287.8M Q2 2026

Holdings 138 stocks · $287.8M
VOO Vanguard S&P 500 ETF 9.09% 38,096 $26.2M Add +40.1%
SFLR Innovator Eqty MGD Floor ETF 8.47% 631,184 $24.4M Add +29.0%
IWF iShares Russell 1000 Growth 7.94% 183,929 $22.8M Reduce -17.1%
VTV Vanguard Mrngstr Val ETF-Aui 5.31% 70,122 $15.3M Reduce -20.1%
LLY Eli Lilly & Co. 4.69% 11,256 $13.5M No change
JPM JPMorgan Chase & Co. 4.47% 39,301 $12.9M Reduce -1.1%
BRTR iShares Total Return Act ETF 4.43% 253,283 $12.7M Add +12.8%
GOVT iShares US Treasury Bond ETF 3.69% 466,531 $10.6M Add +99.2%
VXUS Vanguard Total Intl Stock 3.64% 122,607 $10.5M Reduce -25.2%
DYNF Ishrs US E F R A ETF-Usd Inc. 2.80% 118,288 $8.0M Add +59.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.98% 7,601 $5.7M Reduce -0.0%
JHMM John Hancock Multi Fact Mid 1.78% 68,521 $5.1M Add +17.4%
VXF Vanguard Extended Market ETF 1.76% 20,517 $5.1M Reduce -11.0%
SPIB SS SPDR P Int C Corp. ETF 1.67% 143,270 $4.8M Add +3.2%
SPHQ Invesco S&P 500 Quality ETF 1.55% 49,439 $4.5M Reduce -2.9%
IEMG iShares Core MSCI Emerging 1.52% 52,943 $4.4M Reduce -25.7%
SPMO Invesco S&P 500 Momentum ETF 1.35% 23,983 $3.9M Reduce -1.7%
C Citigroup Inc. 1.34% 27,641 $3.9M Reduce -12.6%
AAPL Apple Inc. 1.33% 13,265 $3.8M Reduce -5.5%
THRO iShares U.S. Thematic Rotati 1.18% 78,792 $3.4M Add +308.2%
IJH iShares Core S&P Midcap ETF 1.12% 41,651 $3.2M Reduce -8.1%
IALT Ishrs SYS Alt Act ETF 1.04% 107,196 $3.0M New
FDL First Trust Morn DVD Lead Inc. 1.02% 60,260 $2.9M Reduce -3.2%
BINC iShares Flex I A ETF-Usd Inc. 1.01% 55,779 $2.9M Reduce -13.3%
BNDX Vanguard Total Intl Bond ETF 0.96% 56,843 $2.8M Add +239.1%
FTCS First Trust Capital Strength 0.91% 27,853 $2.6M Reduce -2.0%
EMGF iShares Emerging Markets Equ 0.85% 33,466 $2.5M Reduce -6.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.75% 26,756 $2.2M Reduce -3.6%
VIG Vanguard Dividend Apprec ETF 0.74% 9,036 $2.1M Reduce -2.1%
MPC Marathon Petroleum Corp. 0.66% 7,446 $1.9M Reduce -5.1%
GOOGL Alphabet Inc. Class A 0.64% 5,177 $1.9M Reduce -0.0%
NVDA Nvidia Corp. 0.63% 9,103 $1.8M Add +13.9%
WMT Walmart Inc. 0.61% 15,383 $1.7M Reduce -23.9%
QDPL Pacer Met US LRG Cap DVD 400 0.57% 35,900 $1.6M No change
DMAR FT Vest US Equity Deep Buffe 0.51% 32,783 $1.5M Reduce -2.6%
MSFT Microsoft Corp. 0.51% 3,910 $1.5M Reduce -2.9%
FEX First Trust Large Cap Core A 0.45% 9,345 $1.3M Reduce -1.3%
ICVT iShares Convertible Bond ETF 0.44% 10,481 $1.3M Reduce -75.8%
USMV iShares MSCI USA Min Vol Fac 0.43% 12,811 $1.2M Reduce -5.9%
QQQ Invesco QQQ Trust Series 1 0.42% 1,655 $1.2M No change
ETN Eaton Corp. PLC 0.39% 2,648 $1.1M Reduce -7.5%
IEFA iShares Core MSCI Eafe ETF 0.39% 11,659 $1.1M Reduce -13.6%
AVGO Broadcom Inc. 0.39% 2,941 $1.1M Reduce -12.2%
CORO Ish Intl CTRY Rot Act ETF 0.37% 29,271 $1.1M New
PRU Prudential Financial Inc. 0.37% 9,883 $1.1M Reduce -1.3%
IWD iShares Russell 1000 Value E 0.37% 4,371 $1.1M Reduce -30.0%
USHY iShares Broad Usd High Yield 0.36% 27,779 $1.0M Reduce -21.0%
MU Micron Technology Inc. 0.35% 867 $1.0M Reduce -0.2%
JNJ Johnson & Johnson 0.35% 3,933 $999K Reduce -3.8%
NBSD Neuberger Short Duration Inc. 0.34% 19,484 $984K Reduce -23.8%
JXN Jackson Financial Inc. Class A 0.32% 9,100 $932K Add +295.6%
IYW iShares Ustechnology ETF 0.31% 3,534 $891K Reduce -9.5%
FITB Fifth Third Bancorp 0.29% 14,915 $847K Reduce -1.4%
APA Apa Corp. 0.29% 25,993 $847K Add +0.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.28% 15,707 $794K Add +1.2%
UNP Union Pacific Corp. 0.27% 2,880 $783K Reduce -2.1%
RJF Raymond James Financial Inc. 0.27% 5,029 $765K Add +11.0%
COP Conocophillips 0.26% 7,297 $759K No change
XOM Exxon Mobil Corp. 0.26% 5,527 $756K Reduce -1.8%
COWZ Pacer US Cash Cows 100 ETF 0.25% 11,500 $715K No change
DMAY FT Vest US Equity Deep Buffe 0.24% 14,564 $686K Reduce -4.2%
ALL Allstate Corp. 0.23% 2,768 $662K Reduce -0.6%
ITOT iShares Core S&P Total U.S. 0.21% 3,763 $618K Reduce -13.8%
AMZN Amazon.com Inc. 0.21% 2,564 $611K Reduce -0.3%
CNP Centerpoint Energy Inc. 0.20% 13,365 $589K No change
HDEF Xtrackers MSCI Eafe High Div 0.20% 17,716 $569K Reduce -3.7%
TT Trane Technologies PLC 0.19% 1,124 $552K Reduce -11.6%
MINO PIMCO Municipal Income Oppor 0.19% 12,000 $549K No change
GSLC Goldman Activebeta US LC ETF 0.19% 3,759 $533K Reduce -1.7%
IWB iShares Russell 1000 ETF 0.18% 1,299 $532K No change
MSI Motorola Solutions Inc. 0.18% 1,247 $519K Reduce -8.7%
IJR iShares Core S&P Small-Cap E 0.17% 3,335 $495K Reduce -37.0%
DGRO iShares Core Dividend Growth 0.17% 6,276 $476K Reduce -1.1%
PFE Pfizer Inc. 0.16% 19,402 $467K Reduce -10.2%
CSCO Cisco Systems Inc. 0.16% 3,825 $449K Reduce -15.4%
MTRN Materion Corp. 0.15% 1,500 $446K No change
SPLV Invesco S&P 500 Low Volatili 0.15% 5,877 $440K Add +1.5%
RJDI RJ Eagle GCM Div S Inc. ETF 0.15% 14,356 $422K New
XLV SS Health Care Select Sector 0.15% 2,651 $421K Add +0.3%
CB Chubb Ltd. 0.15% 1,223 $418K Reduce -17.8%
JEPI JPMorgan Equity Premium Inco 0.14% 7,275 $411K Reduce -3.2%
HIG Hartford Insurance Group Inc. 0.14% 3,000 $399K No change
VT Vanguard Tot World STK ETF 0.13% 2,464 $387K Reduce -33.0%
MIRM Mirum Pharmaceuticals Inc. 0.13% 3,300 $386K No change
MRK Merck & Co. Inc. 0.13% 2,983 $386K Reduce -12.4%
QCOM Qualcomm Inc. 0.13% 2,002 $370K No change
UNM Unum Group 0.12% 3,975 $355K Reduce -2.8%
HD Home Depot Inc. 0.12% 998 $352K Reduce -18.3%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.12% 6,647 $351K New
SCHM Schwab US Mid Cap ETF 0.12% 9,270 $342K Reduce -0.7%
VEA Vanguard Ftse Developed ETF 0.12% 4,708 $335K New
FXH First Trust Health Care Alph 0.12% 2,740 $335K No change
SRLN SS Blackstone Sr Loan ETF 0.11% 8,107 $327K Reduce -41.2%
JCI Johnson Controls Internation 0.11% 2,205 $323K Reduce -16.3%
FVD First Trust Value Line DVD 0.11% 6,646 $320K Reduce -45.1%
KHC The Kraft Heinz Co. 0.11% 13,546 $320K New
DJAN FT Vest U.S. Equity Deep Buf 0.11% 6,986 $318K Reduce -1.4%
XLI SS Industrial Select Sector 0.11% 1,682 $312K Reduce -5.1%
XLE SS Energy Select Sector 0.11% 5,801 $308K Reduce -1.9%
GOLY Strategy Shares Gold Enhance 0.11% 12,185 $306K No change
WBS Webster Financial Corp. 0.11% 4,000 $306K No change
AMD Advanced Micro Devices 0.10% 518 $301K New
IYG iShares U.S. Financial Servi 0.10% 3,326 $301K Reduce -9.8%
WM Waste Management Inc. 0.10% 1,348 $300K No change
GLW Corning Inc. 0.10% 1,174 $300K New
CME Cme Group Inc. 0.10% 1,343 $297K Reduce -11.2%
META Meta Platforms Inc. Class A 0.10% 519 $292K Reduce -24.3%
FDVV Fidelity High Dividend ETF 0.10% 4,829 $291K Reduce -29.1%
SYSB iShares Systematic Bond ETF 0.10% 3,131 $278K New
NI Nisource Inc. 0.10% 5,826 $277K No change
JPIB JPMorgan Intl BND ETF 0.10% 5,693 $275K Reduce -11.2%
XLY SS Consumer Disc Select Sect 0.09% 2,292 $269K Reduce -6.6%
AGG iShares Core U.S. Aggregate 0.09% 2,682 $265K Reduce -12.3%
POR Portland General Electric Co. 0.09% 5,000 $262K No change
SCHF Schwab Intl Equity ETF 0.09% 9,378 $260K Reduce -36.0%
ADP Automatic Data Processing 0.09% 1,146 $259K Reduce -10.9%
V Visa Inc. Class A 0.09% 745 $256K Reduce -8.9%
SDY SS SPDR S&P Dividend ETF 0.09% 1,619 $246K Reduce -5.4%
EUHY iShares Euro High Yield Corp. 0.08% 4,493 $242K New
ABBV Abbvie Inc. 0.08% 958 $241K Reduce -3.0%
VZ Verizon Communications Inc. 0.08% 5,590 $237K Reduce -21.9%
GE General Electric filed as GE AEROSPACE 0.08% 615 $230K New
XLK SS Technology Select Sector 0.08% 1,203 $229K Reduce -20.2%
AEE Ameren Corporation 0.08% 2,000 $226K No change
SCHB Schwab US Broad Market ETF 0.08% 7,800 $226K New
XLC SS Comm Select Sector SPDR 0.08% 2,051 $220K Reduce -3.7%
TSLA Tesla Inc. 0.08% 522 $220K Reduce -8.3%
VLUE iShares MSCI USA Value Facto 0.08% 1,092 $218K New
BSV Vanguard Short-Term Bond ETF 0.07% 2,763 $215K Reduce -63.8%
IEF iShares 7-10 Year Treasury B 0.07% 2,253 $213K New
CALF PCR US SM CP CSH CWS ETF-Usd 0.07% 4,181 $212K Reduce -35.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 1,380 $209K Reduce -16.1%
INTF iShares International Equity 0.07% 5,063 $207K Reduce -27.3%
APD Air Products & Chemicals Inc. 0.07% 707 $207K Reduce -11.5%
KO The Coca-Cola Co. 0.07% 2,518 $206K Reduce -22.0%
KXI iShares Global Consumer Stap 0.07% 2,968 $200K New
ICSH iShares Ultra Short Duration 0.07% 3,962 $200K Reduce -66.0%
PRQR Proqr Therapeutics NV 0.01% 10,500 $20K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $878K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 700$878KNo change

Total filed on the 13F, all lines: $288.7M.

Portfolio Sells Q1 2026 → Q2 2026
VTV Vanguard Mrngstr Val ETF-Aui Reduce -20.1% 5.31% −1.56
IWF iShares Russell 1000 Growth Reduce -17.1% 7.94% −1.50
VXUS Vanguard Total Intl Stock Reduce -25.2% 3.64% −1.40
ICVT iShares Convertible Bond ETF Reduce -75.8% 0.44% −1.32
IEMG iShares Core MSCI Emerging Reduce -25.7% 1.52% −0.46
WMT Walmart Inc. Reduce -23.9% 0.61% −0.40
BINC iShares Flex I A ETF-Usd Inc. Reduce -13.3% 1.01% −0.32
VYM Vanguard High DVD Yield ETF Sold out 0.00% −0.28
FDL First Trust Morn DVD Lead Inc. Reduce -3.2% 1.02% −0.24
JPM JPMorgan Chase & Co. Reduce -1.1% 4.47% −0.19
NBSD Neuberger Short Duration Inc. Reduce -23.8% 0.34% −0.18
ICSH iShares Ultra Short Duration Reduce -66.0% 0.07% −0.17
IWD iShares Russell 1000 Value E Reduce -30.0% 0.37% −0.16
BSV Vanguard Short-Term Bond ETF Reduce -63.8% 0.07% −0.16
USHY iShares Broad Usd High Yield Reduce -21.0% 0.36% −0.16
FTCS First Trust Capital Strength Reduce -2.0% 0.91% −0.14
VXF Vanguard Extended Market ETF Reduce -11.0% 1.76% −0.14
CVX Chevron Corp. Sold out 0.00% −0.13
VOE Vngrd Mrngstr MD-Cap Val ETF Sold out 0.00% −0.12
XOM Exxon Mobil Corp. Reduce -1.8% 0.26% −0.12
FVD First Trust Value Line DVD Reduce -45.1% 0.11% −0.12
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.11
SRLN SS Blackstone Sr Loan ETF Reduce -41.2% 0.11% −0.11
IJH iShares Core S&P Midcap ETF Reduce -8.1% 1.12% −0.11
MPC Marathon Petroleum Corp. Reduce -5.1% 0.66% −0.10
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.10
IEFA iShares Core MSCI Eafe ETF Reduce -13.6% 0.39% −0.10
PSX Phillips 66 Sold out 0.00% −0.09
DRI Darden Restaurants Inc. Sold out 0.00% −0.09
IJR iShares Core S&P Small-Cap E Reduce -37.0% 0.17% −0.09
AAPL Apple Inc. Reduce -5.5% 1.33% −0.09
MSFT Microsoft Corp. Reduce -2.9% 0.51% −0.09
CRM Salesforce Inc. Sold out 0.00% −0.09
C Citigroup Inc. Reduce -12.6% 1.34% −0.09
PFE Pfizer Inc. Reduce -10.2% 0.16% −0.08
CME Cme Group Inc. Reduce -11.2% 0.10% −0.08
USMV iShares MSCI USA Min Vol Fac Reduce -5.9% 0.43% −0.07
VT Vanguard Tot World STK ETF Reduce -33.0% 0.13% −0.07
VZ Verizon Communications Inc. Reduce -21.9% 0.08% −0.06
DMAR FT Vest US Equity Deep Buffe Reduce -2.6% 0.51% −0.06
MSI Motorola Solutions Inc. Reduce -8.7% 0.18% −0.06
META Meta Platforms Inc. Class A Reduce -24.3% 0.10% −0.06
SCHF Schwab Intl Equity ETF Reduce -36.0% 0.09% −0.05
JNJ Johnson & Johnson Reduce -3.8% 0.35% −0.05
FDVV Fidelity High Dividend ETF Reduce -29.1% 0.10% −0.05
CB Chubb Ltd. Reduce -17.8% 0.15% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -2.1% 0.74% −0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.6% 0.75% −0.05
CALF PCR US SM CP CSH CWS ETF-Usd Reduce -35.2% 0.07% −0.04
HDEF Xtrackers MSCI Eafe High Div Reduce -3.7% 0.20% −0.04

Portfolio Buys Q1 2026 → Q2 2026
VOO Vanguard S&P 500 ETF Add +40.1% 9.09% +2.61
GOVT iShares US Treasury Bond ETF Add +99.2% 3.69% +1.55
SFLR Innovator Eqty MGD Floor ETF Add +29.0% 8.47% +1.55
DYNF Ishrs US E F R A ETF-Usd Inc. Add +59.8% 2.80% +1.08
IALT Ishrs SYS Alt Act ETF New 1.04% +1.04
THRO iShares U.S. Thematic Rotati Add +308.2% 1.18% +0.90
BNDX Vanguard Total Intl Bond ETF Add +239.1% 0.96% +0.64
CORO Ish Intl CTRY Rot Act ETF New 0.37% +0.37
JXN Jackson Financial Inc. Class A Add +295.6% 0.32% +0.23
JHMM John Hancock Multi Fact Mid Add +17.4% 1.78% +0.22
RJDI RJ Eagle GCM Div S Inc. ETF New 0.15% +0.15
FNDF Schwab Fndmn Intl LRG Co. ETF New 0.12% +0.12
VEA Vanguard Ftse Developed ETF New 0.12% +0.12
KHC The Kraft Heinz Co. New 0.11% +0.11
AMD Advanced Micro Devices New 0.10% +0.10
GLW Corning Inc. New 0.10% +0.10
SYSB iShares Systematic Bond ETF New 0.10% +0.10
EUHY iShares Euro High Yield Corp. New 0.08% +0.08
GE General Electric New 0.08% +0.08
SCHB Schwab US Broad Market ETF New 0.08% +0.08
NVDA Nvidia Corp. Add +13.9% 0.63% +0.08
VLUE iShares MSCI USA Value Facto New 0.08% +0.08
IEF iShares 7-10 Year Treasury B New 0.07% +0.07
KXI iShares Global Consumer Stap New 0.07% +0.07
PRQR Proqr Therapeutics NV New 0.01% +0.01
RJF Raymond James Financial Inc. Add +11.0% 0.27% +0.00
XLV SS Health Care Select Sector Add +0.3% 0.15% −0.01
SPLV Invesco S&P 500 Low Volatili Add +1.5% 0.15% −0.02
VTEB Vanguard Tax-Exempt Bond ETF Add +1.2% 0.28% −0.03
BRTR iShares Total Return Act ETF Add +12.8% 4.43% −0.07
APA Apa Corp. Add +0.3% 0.29% −0.14
SPIB SS SPDR P Int C Corp. ETF Add +3.2% 1.67% −0.19

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