Wetzel Investment Advisors

INDIANAPOLIS, INfiles as WETZEL INVESTMENT ADVISORS, INC.

$289m in 139 US stocks at the end of 30 June 2026. The top 10 are 54.4% of the money. It changed about 12.8% of the portfolio this quarter.

Value

$289m

Stocks

139

Top 10 share

54.4%

Turnover

12.8%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustIALT
1.0% of the fund
Blackrock ETF TrustCORO
0.4% of the fund
Carillon SER TRRJDI
0.1% of the fund
Schwab Strategic TRFNDF
0.1% of the fund
Vanguard Tax-Managed FDSVEA
0.1% of the fund
Kraft HeinzKHC
0.1% of the fund
Advanced Micro DevicesAMD
0.1% of the fund
CorningGLW
0.1% of the fund
Ishares TRSYSB
<0.1% of the fund
IsharesEUHY
<0.1% of the fund
General ElectricGE
<0.1% of the fund
Schwab Strategic TRSCHB
<0.1% of the fund
Ishares TRVLUE
<0.1% of the fund
Ishares TRIEF
<0.1% of the fund
Ishares TRKXI
<0.1% of the fund
ProQR TherapeuticsPRQR
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOO
9.1% of the fund
+40%
Innovator Etfs TrustSFLR
8.4% of the fund
+29%
Blackrock ETF Trust IIBRTR
4.4% of the fund
+13%
Ishares TRGOVT
3.7% of the fund
+99%
Blackrock ETF TrustDYNF
2.8% of the fund
+60%
John Hancock Exchange TradedJHMM
1.8% of the fund
+17%
Spdr Series TrustSPIB
1.7% of the fund
+3%
Blackrock ETF TrustTHRO
1.2% of the fund
+308%
Vanguard Charlotte FDSBNDX
1.0% of the fund
+239%
NvidiaNVDA
0.6% of the fund
+14%
Jackson FinancialJXN
0.3% of the fund
+296%
Raymond James FinancialRJF
0.3% of the fund
+11%

Cut

Sold some of their stake.

Ishares TRIWF
7.9% of the fund
-17%
Vanguard Index FDSVTV
5.3% of the fund
-20%
Vanguard Star FDSVXUS
3.6% of the fund
-25%
Vanguard Index FDSVXF
1.8% of the fund
-11%
Invesco Exchange Traded FD TSPHQ
1.5% of the fund
-3%
IsharesIEMG
1.5% of the fund
-26%
CitigroupC
1.3% of the fund
-13%
AppleAAPL
1.3% of the fund
-6%
Ishares TRIJH
1.1% of the fund
-8%
First TR Exchange-Traded FDFDL
1.0% of the fund
-3%
Blackrock ETF Trust IIBINC
1.0% of the fund
-13%
First TR Exchange-Traded FDFTCS
0.9% of the fund
-2%
IsharesEMGF
0.8% of the fund
-6%
Vanguard Index FDSVO
0.7% of the fund
-4%
Vanguard Specialized FundsVIG
0.7% of the fund
-2%
Marathon PetroleumMPC
0.7% of the fund
-5%
WalmartWMT
0.6% of the fund
-24%
First TR Exchng Traded FD VIDMAR
0.5% of the fund
-3%
MicrosoftMSFT
0.5% of the fund
-3%
Ishares TRICVT
0.4% of the fund
-76%
Ishares TRUSMV
0.4% of the fund
-6%
EatonETN
0.4% of the fund
-7%
Ishares TRIEFA
0.4% of the fund
-14%
BroadcomAVGO
0.4% of the fund
-12%
Ishares TRIWD
0.4% of the fund
-30%

Sold out

Sold their entire stake.

Vanguard Whitehall FDSVYM
-100%
ChevronCVX
-100%
Vanguard Index FDSVOE
-100%
Ishares TREFA
-100%
Vanguard Index FDSVBR
-100%
Phillips 66PSX
-100%
Darden RestaurantsDRI
-100%
SalesforceCRM
-100%

Holdings

Vanguard Index FDSVOO
Share
9.1%
Value
$26m
Shares
38,096
+40%
Innovator Etfs TrustSFLR
Share
8.4%
Value
$24m
Shares
631,184
+29%
Ishares TRIWF
Share
7.9%
Value
$23m
Shares
183,929
-17%
Vanguard Index FDSVTV
Share
5.3%
Value
$15m
Shares
70,122
-20%
Eli LillyLLY
Share
4.7%
Value
$14m
Shares
11,256
Held
JPMorgan ChaseJPM
Share
4.5%
Value
$13m
Shares
39,301
Held
Blackrock ETF Trust IIBRTR
Share
4.4%
Value
$13m
Shares
253,283
+13%
Ishares TRGOVT
Share
3.7%
Value
$11m
Shares
466,531
+99%
Vanguard Star FDSVXUS
Share
3.6%
Value
$10m
Shares
122,607
-25%
Blackrock ETF TrustDYNF
Share
2.8%
Value
$8m
Shares
118,288
+60%
State STR Spdr S&P 500 ETF TSPY
Share
2.0%
Value
$6m
Shares
7,601
Held
John Hancock Exchange TradedJHMM
Share
1.8%
Value
$5m
Shares
68,521
+17%
Vanguard Index FDSVXF
Share
1.8%
Value
$5m
Shares
20,517
-11%
Spdr Series TrustSPIB
Share
1.7%
Value
$5m
Shares
143,270
+3%
Invesco Exchange Traded FD TSPHQ
Share
1.5%
Value
$4m
Shares
49,439
-3%
IsharesIEMG
Share
1.5%
Value
$4m
Shares
52,943
-26%
Invesco Exch Traded FD TR IISPMO
Share
1.3%
Value
$4m
Shares
23,983
Held
CitigroupC
Share
1.3%
Value
$4m
Shares
27,641
-13%
AppleAAPL
Share
1.3%
Value
$4m
Shares
13,265
-6%
Blackrock ETF TrustTHRO
Share
1.2%
Value
$3m
Shares
78,792
+308%
Ishares TRIJH
Share
1.1%
Value
$3m
Shares
41,651
-8%
Blackrock ETF TrustIALT
Share
1.0%
Value
$3m
Shares
107,196
New
First TR Exchange-Traded FDFDL
Share
1.0%
Value
$3m
Shares
60,260
-3%
Blackrock ETF Trust IIBINC
Share
1.0%
Value
$3m
Shares
55,779
-13%
Vanguard Charlotte FDSBNDX
Share
1.0%
Value
$3m
Shares
56,843
+239%
First TR Exchange-Traded FDFTCS
Share
0.9%
Value
$3m
Shares
27,853
-2%
IsharesEMGF
Share
0.8%
Value
$2m
Shares
33,466
-6%
Vanguard Index FDSVO
Share
0.7%
Value
$2m
Shares
26,756
-4%
Vanguard Specialized FundsVIG
Share
0.7%
Value
$2m
Shares
9,036
-2%
Marathon PetroleumMPC
Share
0.7%
Value
$2m
Shares
7,446
-5%
AlphabetGOOGL
Share
0.6%
Value
$2m
Shares
5,177
Held
NvidiaNVDA
Share
0.6%
Value
$2m
Shares
9,103
+14%
WalmartWMT
Share
0.6%
Value
$2m
Shares
15,383
-24%
Pacer FDS TRQDPL
Share
0.6%
Value
$2m
Shares
35,900
Held
First TR Exchng Traded FD VIDMAR
Share
0.5%
Value
$1m
Shares
32,783
-3%
MicrosoftMSFT
Share
0.5%
Value
$1m
Shares
3,910
-3%
First TR Exchange-Traded ALPFEX
Share
0.5%
Value
$1m
Shares
9,345
Held
Ishares TRICVT
Share
0.4%
Value
$1m
Shares
10,481
-76%
Ishares TRUSMV
Share
0.4%
Value
$1m
Shares
12,811
-6%
Invesco QQQ TRQQQ
Share
0.4%
Value
$1m
Shares
1,655
Held
EatonETN
Share
0.4%
Value
$1m
Shares
2,648
-7%
Ishares TRIEFA
Share
0.4%
Value
$1m
Shares
11,659
-14%
BroadcomAVGO
Share
0.4%
Value
$1m
Shares
2,941
-12%
Blackrock ETF TrustCORO
Share
0.4%
Value
$1m
Shares
29,271
New
Prudential FinancialPRU
Share
0.4%
Value
$1m
Shares
9,883
Held
Ishares TRIWD
Share
0.4%
Value
$1m
Shares
4,371
-30%
Ishares TRUSHY
Share
0.4%
Value
$1m
Shares
27,779
-21%
Micron TechnologyMU
Share
0.3%
Value
$1m
Shares
867
Held
Johnson & JohnsonJNJ
Share
0.3%
Value
$998,864
Shares
3,933
-4%
Neuberger Berman ETF TrustNBSD
Share
0.3%
Value
$984,059
Shares
19,484
-24%
Jackson FinancialJXN
Share
0.3%
Value
$931,749
Shares
9,100
+296%
Ishares TRIYW
Share
0.3%
Value
$891,381
Shares
3,534
-10%
Bank of Amer
Share
0.3%
Value
$878,150
Shares
700
Held
Fifth Third BancorpFITB
Share
0.3%
Value
$846,725
Shares
14,915
Held
APAAPA
Share
0.3%
Value
$846,593
Shares
25,993
Held
Vanguard MUN BD FDSVTEB
Share
0.3%
Value
$794,460
Shares
15,707
Held
Union PacificUNP
Share
0.3%
Value
$783,360
Shares
2,880
-2%
Raymond James FinancialRJF
Share
0.3%
Value
$764,559
Shares
5,029
+11%
ConocoPhillipsCOP
Share
0.3%
Value
$758,596
Shares
7,297
Held
ExxonMobil HoldingsXOM
Share
0.3%
Value
$755,651
Shares
5,527
Held
Pacer FDS TRCOWZ
Share
0.2%
Value
$715,300
Shares
11,500
Held
First TR Exchng Traded FD VIDMAY
Share
0.2%
Value
$686,256
Shares
14,564
-4%
AllstateALL
Share
0.2%
Value
$661,626
Shares
2,768
Held
Ishares TRITOT
Share
0.2%
Value
$618,148
Shares
3,763
-14%
Amazon.comAMZN
Share
0.2%
Value
$611,104
Shares
2,564
Held
Centerpoint EnergyCNP
Share
0.2%
Value
$588,595
Shares
13,365
Held
DBX ETF TRHDEF
Share
0.2%
Value
$569,392
Shares
17,716
-4%
Trane TechnologiesTT
Share
0.2%
Value
$552,064
Shares
1,124
-12%
Pimco ETF TRMINO
Share
0.2%
Value
$549,120
Shares
12,000
Held
Goldman Sachs ETF TRGSLC
Share
0.2%
Value
$533,365
Shares
3,759
Held
Ishares TRIWB
Share
0.2%
Value
$531,941
Shares
1,299
Held
Motorola SolutionsMSI
Share
0.2%
Value
$519,376
Shares
1,247
-9%
Ishares TRIJR
Share
0.2%
Value
$494,614
Shares
3,335
-37%
Ishares TRDGRO
Share
0.2%
Value
$475,658
Shares
6,276
Held
PfizerPFE
Share
0.2%
Value
$467,200
Shares
19,402
-10%
Cisco SystemsCSCO
Share
0.2%
Value
$449,285
Shares
3,825
-15%
MaterionMTRN
Share
0.2%
Value
$446,085
Shares
1,500
Held
Invesco Exch Traded FD TR IISPLV
Share
0.2%
Value
$440,187
Shares
5,877
Held
Carillon SER TRRJDI
Share
0.1%
Value
$421,962
Shares
14,356
New
Select Sector Spdr TRXLV
Share
0.1%
Value
$420,608
Shares
2,651
Held
ChubbCB
Share
0.1%
Value
$417,987
Shares
1,223
-18%
J P Morgan Exchange Traded FJEPI
Share
0.1%
Value
$410,892
Shares
7,275
-3%
Hartford Insurance GroupHIG
Share
0.1%
Value
$399,360
Shares
3,000
Held
Vanguard Intl Equity Index FVT
Share
0.1%
Value
$386,725
Shares
2,464
-33%
Mirum PharmaceuticalsMIRM
Share
0.1%
Value
$386,331
Shares
3,300
Held
MerckMRK
Share
0.1%
Value
$385,851
Shares
2,983
-12%
QualcommQCOM
Share
0.1%
Value
$369,950
Shares
2,002
Held
Unum GroupUNM
Share
0.1%
Value
$355,365
Shares
3,975
-3%
Home DepotHD
Share
0.1%
Value
$351,974
Shares
998
-18%
Schwab Strategic TRFNDF
Share
0.1%
Value
$350,696
Shares
6,647
New
Schwab Strategic TRSCHM
Share
0.1%
Value
$341,785
Shares
9,270
Held
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$335,445
Shares
4,708
New
First TR Exchange-Traded FDFXH
Share
0.1%
Value
$335,376
Shares
2,740
Held
Ssga Active ETF TRSRLN
Share
0.1%
Value
$326,631
Shares
8,107
-41%
Johnson Controls InternationalJCI
Share
0.1%
Value
$323,056
Shares
2,205
-16%
First TR Exchange-Traded FDFVD
Share
0.1%
Value
$320,204
Shares
6,646
-45%
Kraft HeinzKHC
Share
0.1%
Value
$319,957
Shares
13,546
New
First TR Exchng Traded FD VIDJAN
Share
0.1%
Value
$318,031
Shares
6,986
Held
Select Sector Spdr TRXLI
Share
0.1%
Value
$311,557
Shares
1,682
-5%
Select Sector Spdr TRXLE
Share
0.1%
Value
$308,091
Shares
5,801
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	9.1%	$26m	38,096	+40%
Innovator Etfs TrustSFLR	8.4%	$24m	631,184	+29%
Ishares TRIWF	7.9%	$23m	183,929	-17%
Vanguard Index FDSVTV	5.3%	$15m	70,122	-20%
Eli LillyLLY	4.7%	$14m	11,256	Held
JPMorgan ChaseJPM	4.5%	$13m	39,301	Held
Blackrock ETF Trust IIBRTR	4.4%	$13m	253,283	+13%
Ishares TRGOVT	3.7%	$11m	466,531	+99%
Vanguard Star FDSVXUS	3.6%	$10m	122,607	-25%
Blackrock ETF TrustDYNF	2.8%	$8m	118,288	+60%
State STR Spdr S&P 500 ETF TSPY	2.0%	$6m	7,601	Held
John Hancock Exchange TradedJHMM	1.8%	$5m	68,521	+17%
Vanguard Index FDSVXF	1.8%	$5m	20,517	-11%
Spdr Series TrustSPIB	1.7%	$5m	143,270	+3%
Invesco Exchange Traded FD TSPHQ	1.5%	$4m	49,439	-3%
IsharesIEMG	1.5%	$4m	52,943	-26%
Invesco Exch Traded FD TR IISPMO	1.3%	$4m	23,983	Held
CitigroupC	1.3%	$4m	27,641	-13%
AppleAAPL	1.3%	$4m	13,265	-6%
Blackrock ETF TrustTHRO	1.2%	$3m	78,792	+308%
Ishares TRIJH	1.1%	$3m	41,651	-8%
Blackrock ETF TrustIALT	1.0%	$3m	107,196	New
First TR Exchange-Traded FDFDL	1.0%	$3m	60,260	-3%
Blackrock ETF Trust IIBINC	1.0%	$3m	55,779	-13%
Vanguard Charlotte FDSBNDX	1.0%	$3m	56,843	+239%
First TR Exchange-Traded FDFTCS	0.9%	$3m	27,853	-2%
IsharesEMGF	0.8%	$2m	33,466	-6%
Vanguard Index FDSVO	0.7%	$2m	26,756	-4%
Vanguard Specialized FundsVIG	0.7%	$2m	9,036	-2%
Marathon PetroleumMPC	0.7%	$2m	7,446	-5%
AlphabetGOOGL	0.6%	$2m	5,177	Held
NvidiaNVDA	0.6%	$2m	9,103	+14%
WalmartWMT	0.6%	$2m	15,383	-24%
Pacer FDS TRQDPL	0.6%	$2m	35,900	Held
First TR Exchng Traded FD VIDMAR	0.5%	$1m	32,783	-3%
MicrosoftMSFT	0.5%	$1m	3,910	-3%
First TR Exchange-Traded ALPFEX	0.5%	$1m	9,345	Held
Ishares TRICVT	0.4%	$1m	10,481	-76%
Ishares TRUSMV	0.4%	$1m	12,811	-6%
Invesco QQQ TRQQQ	0.4%	$1m	1,655	Held
EatonETN	0.4%	$1m	2,648	-7%
Ishares TRIEFA	0.4%	$1m	11,659	-14%
BroadcomAVGO	0.4%	$1m	2,941	-12%
Blackrock ETF TrustCORO	0.4%	$1m	29,271	New
Prudential FinancialPRU	0.4%	$1m	9,883	Held
Ishares TRIWD	0.4%	$1m	4,371	-30%
Ishares TRUSHY	0.4%	$1m	27,779	-21%
Micron TechnologyMU	0.3%	$1m	867	Held
Johnson & JohnsonJNJ	0.3%	$998,864	3,933	-4%
Neuberger Berman ETF TrustNBSD	0.3%	$984,059	19,484	-24%
Jackson FinancialJXN	0.3%	$931,749	9,100	+296%
Ishares TRIYW	0.3%	$891,381	3,534	-10%
Bank of Amer	0.3%	$878,150	700	Held
Fifth Third BancorpFITB	0.3%	$846,725	14,915	Held
APAAPA	0.3%	$846,593	25,993	Held
Vanguard MUN BD FDSVTEB	0.3%	$794,460	15,707	Held
Union PacificUNP	0.3%	$783,360	2,880	-2%
Raymond James FinancialRJF	0.3%	$764,559	5,029	+11%
ConocoPhillipsCOP	0.3%	$758,596	7,297	Held
ExxonMobil HoldingsXOM	0.3%	$755,651	5,527	Held
Pacer FDS TRCOWZ	0.2%	$715,300	11,500	Held
First TR Exchng Traded FD VIDMAY	0.2%	$686,256	14,564	-4%
AllstateALL	0.2%	$661,626	2,768	Held
Ishares TRITOT	0.2%	$618,148	3,763	-14%
Amazon.comAMZN	0.2%	$611,104	2,564	Held
Centerpoint EnergyCNP	0.2%	$588,595	13,365	Held
DBX ETF TRHDEF	0.2%	$569,392	17,716	-4%
Trane TechnologiesTT	0.2%	$552,064	1,124	-12%
Pimco ETF TRMINO	0.2%	$549,120	12,000	Held
Goldman Sachs ETF TRGSLC	0.2%	$533,365	3,759	Held
Ishares TRIWB	0.2%	$531,941	1,299	Held
Motorola SolutionsMSI	0.2%	$519,376	1,247	-9%
Ishares TRIJR	0.2%	$494,614	3,335	-37%
Ishares TRDGRO	0.2%	$475,658	6,276	Held
PfizerPFE	0.2%	$467,200	19,402	-10%
Cisco SystemsCSCO	0.2%	$449,285	3,825	-15%
MaterionMTRN	0.2%	$446,085	1,500	Held
Invesco Exch Traded FD TR IISPLV	0.2%	$440,187	5,877	Held
Carillon SER TRRJDI	0.1%	$421,962	14,356	New
Select Sector Spdr TRXLV	0.1%	$420,608	2,651	Held
ChubbCB	0.1%	$417,987	1,223	-18%
J P Morgan Exchange Traded FJEPI	0.1%	$410,892	7,275	-3%
Hartford Insurance GroupHIG	0.1%	$399,360	3,000	Held
Vanguard Intl Equity Index FVT	0.1%	$386,725	2,464	-33%
Mirum PharmaceuticalsMIRM	0.1%	$386,331	3,300	Held
MerckMRK	0.1%	$385,851	2,983	-12%
QualcommQCOM	0.1%	$369,950	2,002	Held
Unum GroupUNM	0.1%	$355,365	3,975	-3%
Home DepotHD	0.1%	$351,974	998	-18%
Schwab Strategic TRFNDF	0.1%	$350,696	6,647	New
Schwab Strategic TRSCHM	0.1%	$341,785	9,270	Held
Vanguard Tax-Managed FDSVEA	0.1%	$335,445	4,708	New
First TR Exchange-Traded FDFXH	0.1%	$335,376	2,740	Held
Ssga Active ETF TRSRLN	0.1%	$326,631	8,107	-41%
Johnson Controls InternationalJCI	0.1%	$323,056	2,205	-16%
First TR Exchange-Traded FDFVD	0.1%	$320,204	6,646	-45%
Kraft HeinzKHC	0.1%	$319,957	13,546	New
First TR Exchng Traded FD VIDJAN	0.1%	$318,031	6,986	Held
Select Sector Spdr TRXLI	0.1%	$311,557	1,682	-5%
Select Sector Spdr TRXLE	0.1%	$308,091	5,801	Held

Showing the largest 100 of 139.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 32.0% since 30 June 2025.

Where the money is

Financial services8.0%

Health care5.5%

Technology3.9%

Energy1.5%

Industrials1.4%

Media & telecom0.8%

Everyday goods0.8%

Retail & consumer0.5%

Utilities0.5%

Materials0.1%

Other77.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.