WETZEL INVESTMENT ADVISORS, INC. - Portfolio Stock Holdings
WETZEL INVESTMENT ADVISORS, INC. disclosed 141 stock positions in a recent SEC 13F filing. $288,965,794 of stock holdings were filed, with the largest holdings including VOO, SFLR, and IWF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $338,348,236 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
141Est. Stock Holding Value:
$288,965,794Top Stock Holdings By Sector
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Portfolio Stock Holdings - WETZEL INVESTMENT ADVISORS, INC.
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% of Portfolio
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