WETZEL INVESTMENT ADVISORS, INC.

Q4 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$246,941
Net value change ($000)
+12,598 (5.4%)
New positions
8
Sold out positions
5
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LLY 4,277 58.0%
DYNF 1,238 92.3%
SFLR 1,205 8.1%
VTV 803 5.6%
VOO 688 4.5%
C 468 14.6%
GOOGL 461 35.8%
QDPL 448 41.7%
BRTR 356 3.4%
THRO 339 NEW
Top Reduces (Value $000, Stocks/ETFs)
VXUS -448 -3.4%
BND -319 -100.0%
MPC -244 -15.7%
ORCL -244 -100.0%
RJF -221 -25.5%
AZO -219 -100.0%
AEE -209 -100.0%
MSFT -206 -8.7%
VWO -201 -100.0%
ETN -174 -15.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type