Weitzel Financial Services, Inc.
All 13F Filings
- Location
- Dubuque, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 294,110
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 51 | 294,110 | 13F-HR | Weitzel Financial Services, Inc. |
| Q1 2026 | 4/29/2026 | 50 | 265,384 | 13F-HR | Weitzel Financial Services, Inc. |
| Q4 2025 | 2/3/2026 | 47 | 258,400 | 13F-HR | Weitzel Financial Services, Inc. |
| Q3 2025 | 10/14/2025 | 48 | 246,126 | 13F-HR | Weitzel Financial Services, Inc. |
| Q2 2025 | 8/12/2025 | 48 | 236,228 | 13F-HR | Weitzel Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.257 K | 3.1% | 489 | 0 | 489 |
| ETFs | 280.8 K | 95.5% | 28.23 K | 0 | 28.23 K |
| Debt | 4.091 K | 1.4% | 12 | 0 | 12 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
294,110
Holdings
51
QoQ value change ($000)
28,726
(10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.