Weitzel Financial Services, Inc.
All 13F Filings
- Location
- Dubuque, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 258,400
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 212.9 K | 82.4% | 15.17 K | 0 | 15.17 K |
| ETFs | 41.31 K | 16.0% | 0 | 2.883 K | -2.883 K |
| Debt | 4.157 K | 1.6% | 0 | 8 | -8 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
258,400
Holdings
47
QoQ value change ($000)
12,274
(5.0%)
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.