Weitzel Financial Services, Inc.
All 13F Filings
- Location
- Dubuque, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 265,384
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 8.768 K | 3.3% | 0 | 204.2 K | -204.2 K |
| ETFs | 252.5 K | 95.2% | 211.2 K | 0 | 211.2 K |
| Debt | 4.079 K | 1.5% | 0 | 78 | -78 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
265,384
Holdings
50
QoQ value change ($000)
6,984
(2.7%)
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.