WETZEL INVESTMENT ADVISORS, INC.

Q3 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
133
Total value ($000)
$289,876
Net value change ($000)
+1,224 (0.4%)
New positions
5
Sold out positions
10
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,245 4.8%
MPC 1,076 56.5%
EXXONMOBIL HOLDINGS CORP 916 NEW
SFLR 907 3.7%
APA 520 61.4%
DYNF 519 6.5%
AAPL 439 11.4%
IWF 427 1.9%
MSFT 413 28.3%
NVDA 303 16.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -756 -100.0%
LLY -567 -4.2%
SPHQ -449 -10.1%
BRTR -434 -3.4%
VXF -378 -7.5%
SPMO -347 -9.0%
WBS -306 -100.0%
GLW -300 -100.0%
IJH -297 -9.2%
C -277 -7.2%
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