WETZEL INVESTMENT ADVISORS, INC.

Q2 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
139
Total value ($000)
$288,652
Net value change ($000)
+37,127 (14.8%)
New positions
16
Sold out positions
8
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 9,914 61.0%
SFLR 7,019 40.5%
GOVT 5,261 98.0%
DYNF 3,739 86.8%
LLY 3,148 30.4%
IALT 3,007 NEW
THRO 2,698 386.0%
BNDX 1,948 242.0%
BRTR 1,473 13.1%
JHMM 1,218 31.1%
Top Reduces (Value $000, Stocks/ETFs)
ICVT -3,141 -71.1%
VXUS -2,164 -17.1%
VTV -1,948 -11.3%
IWF -808 -3.4%
WMT -777 -30.8%
VYM -707 -100.0%
IEMG -583 -11.7%
BINC -421 -12.6%
ICSH -390 -66.1%
CVX -329 -100.0%
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