Wetzel Investment Advisors, Inc. Portfolio Holdings

Wetzel Investment Advisors, Inc.

$191 Million
Q2 2025

Wetzel Investment Advisors, Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $191 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $23.5M, Vanguard Index Fds S&P 500 ETF with a value of $14.2M, Vanguard Value ETF with a value of $13.5M, Jpmorgan Chase & CO with a value of $12.8M, and Vanguard Star Fd Vanguard Tota with a value of $12.7M.

Examining the 13F form we can see an decrease of $1.63M in the current position value, from $192M to 191M.

Wetzel Investment Advisors, Inc. is based out at Indianapolis, IN

Below you can find more details about Wetzel Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $191 Million

ETFs: $133 Million

Financial Services: $21.6 Million

Healthcare: $9.86 Million

Technology: $9.48 Million

Industrials: $3.72 Million

Energy: $3.28 Million

Communication Services: $2.07 Million

Consumer Cyclical: $1.95 Million

Other: $3.13 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$23.5 Million 12.33% of portfolio	55,718	Q2 2025 Added 27.63%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$14.2 Million 7.44% of portfolio	24,974	Q2 2025 Added 1.29%
VTV Vanguard Value ETF ETFs	$0	$13.5 Million 7.07% of portfolio	76,270	Q2 2025 Added 103.47%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$12.7 Million 6.68% of portfolio	184,268	Q2 2025 Reduced 28.46%
VXF Vanguard Extended Market ETF ETFs	$0	$4.68 Million 2.46% of portfolio	24,304	Q2 2025 Reduced 10.7%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$4.44 Million 2.33% of portfolio	193,020	Q2 2025 New
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$4.38 Million 2.3% of portfolio	130,374	Q2 2025 Reduced 31.14%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$4.19 Million 2.2% of portfolio	46,460	Q2 2025 Reduced 3.44%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.05 Million 2.12% of portfolio	6,548	Q2 2025 Reduced 0.88%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$3.97 Million 2.08% of portfolio	55,705	Q2 2025 Reduced 41.55%
IEMG Ishares Inc ETFs	$0	$3.81 Million 2.0% of portfolio	71,059	Q2 2025 Reduced 28.06%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$3.05 Million 1.6% of portfolio	49,201	Q2 2025 Reduced 13.66%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$2.81 Million 1.47% of portfolio	24,983	Q2 2025 Reduced 36.02%
FDL First Tr Morningstar Dividend ETFs	$0	$2.72 Million 1.43% of portfolio	64,928	Q2 2025 Reduced 37.41%
FTCS First Trust Capital Strength E ETFs	$0	$2.64 Million 1.38% of portfolio	28,993	Q2 2025 Reduced 27.64%
JHMM John Hancock Multifactor Mid C ETFs	$0	$2.57 Million 1.35% of portfolio	41,995	Q2 2025 New
VO Vanguard Mid Cap ETF ETFs	$0	$1.98 Million 1.04% of portfolio	7,084	Q2 2025 Reduced 6.53%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.77 Million 0.93% of portfolio	9,711	Q2 2025 Reduced 17.75%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$1.48 Million 0.77% of portfolio	39,340	Q2 2025 Reduced 61.91%
DMAR First Tr Ex Tr Viii Cboe Vest	$0	$1.43 Million 0.75% of portfolio	36,152	Q2 2025 Reduced 6.68%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.39 Million 0.73% of portfolio	14,762	Q2 2025 Reduced 23.43%
IEFA Ishares Tr ETFs	$0	$1.37 Million 0.72% of portfolio	16,370	Q2 2025 Reduced 46.46%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.25 Million 0.65% of portfolio	6,426	Q2 2025 Reduced 4.69%
FEX First Tr Large Cap Core Alphde ETFs	$0	$1.08 Million 0.57% of portfolio	9,861	Q2 2025 Reduced 22.71%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$1.03 Million 0.54% of portfolio	18,844	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$913,000 0.48% of portfolio	1,656	Q2 2025 Reduced 1.72%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$861,000 0.45% of portfolio	17,579	Q2 2025 Reduced 8.74%
QDPL Pacer Fds Tr Metaurus Us Large	$0	$812,000 0.43% of portfolio	20,600	Q2 2025 Added 34.64%
IYW Ishares Dj Us Tech ETF ETFs	$0	$758,000 0.4% of portfolio	4,376	Q2 2025 Reduced 2.23%
EMGF Ishares Msci Emerging Markets ETFs	$0	$720,000 0.38% of portfolio	13,844	Q2 2025 New
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$719,000 0.38% of portfolio	6,582	Q2 2025 Reduced 85.25%
DMAY First Tr Ex Tr Fd Viii Cboe Ve Technology	$0	$693,000 0.36% of portfolio	16,211	Q2 2025 Reduced 6.55%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$665,000 0.35% of portfolio	4,989	Q2 2025 Reduced 1.46%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$645,000 0.34% of portfolio	4,777	Q2 2025 Reduced 6.81%
FVD First Tr Value Line Divid Inde ETFs	$0	$655,000 0.34% of portfolio	14,655	Q2 2025 Reduced 5.71%
VT Vanguard Total World Stk Index ETFs	$0	$545,000 0.29% of portfolio	4,241	Q2 2025 Reduced 87.57%
MINO Pimco ETF Tr Municipal Income ETFs	$0	$530,000 0.28% of portfolio	12,000	Q4 2023 New
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$467,000 0.24% of portfolio	3,851	Q2 2025 Reduced 18.46%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$441,000 0.23% of portfolio	1,299	Q3 2024 Added 357.39%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$432,000 0.23% of portfolio	5,941	Q2 2025 Reduced 7.72%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$435,000 0.23% of portfolio	7,900	Q2 2025 Reduced 40.27%
XLV Select Sector Spdr Fund Health ETFs	$0	$373,000 0.2% of portfolio	2,770	Q2 2025 Reduced 0.22%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$367,000 0.19% of portfolio	9,226	Q2 2025 Reduced 82.33%
IYG Ishares Tr ETFs	$0	$353,000 0.19% of portfolio	4,124	Q2 2025 Reduced 0.89%
SRLN Ssga Active Trust ETFs	$0	$340,000 0.18% of portfolio	8,187	Q2 2025 Reduced 39.8%
XLK Technology Sector Spdr ETFs	$0	$350,000 0.18% of portfolio	1,385	Q2 2025 Reduced 8.82%
JPIB Jpmorgan International Bond Op ETFs	$0	$337,000 0.18% of portfolio	6,949	Q2 2025 Reduced 71.96%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$316,000 0.17% of portfolio	2,333	Q2 2025 Reduced 60.78%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$320,000 0.17% of portfolio	3,229	Q2 2025 Reduced 0.4%
XLY Select Sector Spdr Consumer Di ETFs	$0	$304,000 0.16% of portfolio	1,403	Q2 2025 Reduced 0.85%

Summary

Portfolio
No. of Stocks 156
Current Value $191 Million
Prior Value $192 Million
Filing
Period Q2 2025
Filing Date July 18, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 15 stocks
Additional Purchases 13 stocks
Sold out of 0 stocks
Reduced holdings in 85 stocks

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Wetzel Investment Advisors, Inc. Portfolio Holdings