WETZEL INVESTMENT ADVISORS, INC.

CIK

2009211

Location

INDIANAPOLIS, IN

Portfolio Value

Small $229,659,810

Diversification

Diversified

Filing Date

Global Rank

#5,829 / 8,807 ▲ 386 · as of Jun 2026

Top Industry

Banks - Diversified 24.8%

Period ended 20 days ago

Filed Oct 13, 2026 · 7d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 64.4% of the book (60%+)

Turnover

Low turnover

15.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.1 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 82.0%; sector active share 61.1% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

131 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

19.4%

+1.0 pts

Top 5

50.0%

+2.5 pts

Top 10

67.4%

+3.0 pts

HHI

727

Diversified+64

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.8%	$162,631,421	78
Financial Services	9.9%	$22,796,274	13
Healthcare	6.8%	$15,540,103	7
Technology	5.3%	$12,196,852	10
Energy	2.9%	$6,682,629	6
Industrials	1.3%	$3,010,645	5
Communication Services	1.1%	$2,419,652	3
Consumer Defensive	0.9%	$2,133,852	3
Utilities	0.4%	$942,196	3
Consumer Cyclical	0.4%	$901,801	2
Basic Materials	0.2%	$404,385	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SFLR		+17,331	648,515	$25,259,659
GOVT	iShares U.S. Treasury Bond ETF	+9,935	476,466	$0
APA	APA Corp	+6,904	32,897	$1,366,541
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+5,368	123,656	$8,564,414
JHMM	John Hancock Multifactor Mid Cap ETF	+4,338	72,859	$5,209,418
BRTR		+4,085	257,368	$12,312,227
CORO		+3,346	32,617	$1,185,627
IALT		+3,117	110,313	$3,293,946
IWF	iShares Russell 1000 Growth ETF	+1,801	185,730	$0
EMGF	iShares Emerging Markets Equity Factor ETF	+1,566	35,032	$2,506,189
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+1,548	144,818	$4,674,725
THRO		+1,473	80,265	$3,530,054
PFE	Pfizer Inc	+1,370	20,772	$592,417
RJDI	RJ Eagle GCM Dividend Select Income ETF	+1,346	15,702	$446,721
BNDX	Vanguard Total International Bond ETF	+1,174	58,017	$2,719,256
VOO	VANGUARD 500 INDEX FUND	+1,013	39,109	$27,409,933
FNDF	Schwab Fundamental International Equity ETF	+835	7,482	$402,157
KHC	Kraft Heinz Co	+800	14,346	$325,941
DGRO	iShares Core Dividend Growth ETF	+524	6,800	$0
VEA	Vanguard FTSE Developed Markets ETF	+426	5,134	$362,511
COWZ	Pacer US Cash Cows 100 ETF	+300	11,800	$787,768
BINC		+282	56,061	$2,847,338
JXN	Jackson Financial Inc.	+200	9,300	$1,202,676
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	+200	36,100	$1,653,307
GOLY	Strategy Shares Gold Enhanced Yield ETF	+200	12,385	$300,583
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FDL	First Trust Morningstar Dividend Leaders Index Fund	−2,722	57,538	$2,825,691
SPHQ	Invesco S&P 500 Quality ETF	−1,810	47,629	$4,004,646
VXUS	Vanguard Total International Stock ETF	−1,315	121,292	$10,304,968
DMAR	FT Vest U.S. Equity Deep Buffer ETF - March	−1,305	31,478	$1,439,174
IJH	iShares Core S&P Mid-Cap ETF	−1,141	40,510	$0
IEMG	iShares Trust	−913	52,030	$0
SRLN	State Street(R) Blackstone Senior Loan ETF	−783	7,324	$295,816
SPMO	Invesco Ltd.	−714	23,269	$0
FTCS	First Trust Capital Strength ETF	−702	27,151	$2,548,121
DMAY	FT Vest U.S. Equity Deep Buffer ETF - May	−513	14,051	$673,774
VO	VANGUARD MID-CAP INDEX FUND	−489	26,267	$2,059,858
AAPL	Apple Inc.	−421	12,844	$4,277,308
CALF	Pacer US Small Cap Cash Cows 100 ETF	−400	3,781	$201,451
USMV	iShares MSCI USA Min Vol Factor ETF	−390	12,421	$0
USHY	iShares Broad USD High Yield Corporate Bond ETF	−387	27,392	$0
DJAN	FT Vest U.S. Equity Deep Buffer ETF - January	−368	6,618	$308,862
NBSD	Neuberger Short Duration Income ETF	−354	19,130	$953,821
—		−341	20,176	$0
HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETF	−340	17,376	$562,113
MSFT	Microsoft Corp	−261	3,649	$1,871,572
FDVV	Fidelity High Dividend ETF	−241	4,588	$278,629
FEX	First Trust Large Cap Core AlphaDEX Fund	−216	9,129	$1,210,535
SPLV	Invesco S&P 500 Low Volatility ETF	−191	5,686	$400,919
IJR	iShares Core S&P Small-Cap ETF	−175	3,160	$0
ICVT	iShares Convertible Bond ETF	−170	10,311	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PSX	Phillips 66	1,046	$267,054
CVX	Chevron Corp	1,174	$239,741
BALI		6,704	$231,019
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
—		4,000	$305,680
GLW	Corning Inc /Ny	1,174	$299,874
GE	General Electric Co	615	$229,843
AEE	Ameren Corp	2,000	$226,080
TSLA	Tesla, Inc.	522	$219,553
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	2,763	$215,265
TJX	Tjx Companies Inc /De/	1,380	$209,070
APD	Air Products & Chemicals, Inc.	707	$207,278
ICSH	iShares Ultra Short Duration Bond Active ETF	3,962	$200,397
KXI	iShares Global Consumer Staples ETF	2,968	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $229,659,810 total · filing declares 146 positions · $289,875,906 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	39,109	+1,013	$27,409,933	+4.8%	11.94%
SFLR		Added	648,515	+17,331	$25,259,659	+3.7%	11.00%
VTV	VANGUARD VALUE INDEX FUND	Added	70,198	+76	$15,168,383	−0.7%	6.60%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	39,291	-10	$12,998,641	+1.0%	5.66%
LLY	ELI LILLY & Co Healthcare	Reduced	11,178	-78	$12,933,840	−4.2%	5.63%
BRTR		Added	257,368	+4,085	$12,312,227	−3.4%	5.36%
VXUS	Vanguard Total International Stock ETF	Reduced	121,292	-1,315	$10,304,968	−1.7%	4.49%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	123,656	+5,368	$8,564,414	+6.5%	3.73%
SPY	Spdr S&P 500 ETF Trust	Held	7,601	0	$5,796,750	+2.1%	2.52%
JHMM	John Hancock Multifactor Mid Cap ETF	Added	72,859	+4,338	$5,209,418	+1.4%	2.27%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	144,818	+1,548	$4,674,725	−2.5%	2.04%
AAPL	Apple Inc. Technology	Reduced	12,844	-421	$4,277,308	+11.4%	1.86%
SPHQ	Invesco S&P 500 Quality ETF	Reduced	47,629	-1,810	$4,004,646	−10.1%	1.74%
C	Citigroup Inc Financial Services	Added	27,741	+100	$3,591,904	−7.2%	1.56%
THRO		Added	80,265	+1,473	$3,530,054	+3.9%	1.54%
IALT		Added	110,313	+3,117	$3,293,946	+9.5%	1.43%
MPC	Marathon Petroleum Corp Energy	Added	7,537	+91	$2,980,280	+56.6%	1.30%
BINC		Added	56,061	+282	$2,847,338	−2.5%	1.24%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Reduced	57,538	-2,722	$2,825,691	−3.6%	1.23%
BNDX	Vanguard Total International Bond ETF	Added	58,017	+1,174	$2,719,256	−1.2%	1.18%
FTCS	First Trust Capital Strength ETF	Reduced	27,151	-702	$2,548,121	−2.6%	1.11%
EMGF	iShares Emerging Markets Equity Factor ETF	Added	35,032	+1,566	$2,506,189	+2.2%	1.09%
NVDA	Nvidia Corp Technology	Added	9,288	+185	$2,121,193	+16.5%	0.92%
VIG	Vanguard Specialized Funds	Reduced	8,910	-126	$2,078,792	−2.8%	0.91%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	26,267	-489	$2,059,858	−4.4%	0.90%
MSFT	Microsoft Corp Technology	Reduced	3,649	-261	$1,871,572	+28.3%	0.81%
GOOGL	Alphabet Inc. Communication Services	Added	5,203	+26	$1,790,248	−3.2%	0.78%
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	Added	36,100	+200	$1,653,307	+2.2%	0.72%
WMT	Walmart Inc. Consumer Defensive	Added	15,410	+27	$1,601,406	−8.1%	0.70%
DMAR	FT Vest U.S. Equity Deep Buffer ETF - March	Reduced	31,478	-1,305	$1,439,174	−1.9%	0.63%
APA	APA Corp Energy	Added	32,897	+6,904	$1,366,541	+61.4%	0.60%
QQQ	Invesco Qqq Trust, Series 1	Held	1,655	0	$1,224,319	+0.5%	0.53%
FEX	First Trust Large Cap Core AlphaDEX Fund	Reduced	9,129	-216	$1,210,535	−7.4%	0.53%
JXN	Jackson Financial Inc. Financial Services	Added	9,300	+200	$1,202,676	+29.1%	0.52%
CORO		Added	32,617	+3,346	$1,185,627	+10.7%	0.52%
ETN	Eaton Corp plc Industrials	Added	2,653	+5	$1,140,020	+1.0%	0.50%
PRU	Prudential Financial Inc Financial Services	Held	9,883	0	$1,122,511	+5.2%	0.49%
JNJ	Johnson & Johnson Healthcare	Added	3,944	+11	$1,044,134	+4.5%	0.45%
AVGO	Broadcom Inc. Technology	Added	2,972	+31	$1,043,736	−6.1%	0.45%
NBSD	Neuberger Short Duration Income ETF	Reduced	19,130	-354	$953,821	−3.1%	0.42%
MU	Micron Technology Inc Technology	Added	894	+27	$952,208	−4.9%	0.41%
XOM	ExxonMobil Holdings Corp Energy	Added	5,627	+100	$915,794	+21.2%	0.40%
COP	Conocophillips Energy	Held	7,297	0	$913,219	+20.4%	0.40%
RJF	Raymond James Financial Inc Financial Services	Held	5,029	0	$794,682	+3.9%	0.35%
COWZ	Pacer US Cash Cows 100 ETF	Added	11,800	+300	$787,768	+10.1%	0.34%
UNP	Union Pacific Corp Industrials	Added	2,884	+4	$784,822	+0.2%	0.34%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	15,888	+181	$752,455	−5.3%	0.33%
FITB	Fifth Third Bancorp Financial Services	Reduced	14,835	-80	$750,354	−10.8%	0.33%
DMAY	FT Vest U.S. Equity Deep Buffer ETF - May	Reduced	14,051	-513	$673,774	−1.8%	0.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,593	+29	$646,045	+5.7%	0.28%

Showing the top 50 of 131 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.