WETZEL INVESTMENT ADVISORS, INC.
•CIK: 2009211•Filing: Q4 2025
**WETZEL INVESTMENT ADVISORS, INC.** manages $247M across a diversified portfolio of 132 positions. The fund exhibits significant exposure to technology and growth names, highlighted by the top holdings in IWF ($25.8M) and SFLR ($16.1M). Core allocations include broad market indices via VOO ($16.1M) and VTV ($15.1M), alongside substantial positions in sector leaders like JPM ($12.9M) and LLY ($11.7M). This structure suggests a tactical blend of large-cap growth bets and established market breadth.
Total AUM
$246.9M
QoQ Performance
+5.4%
Positions
92
Top 10 Concentration
53.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
SFLR
VOO
VTV
VXUS
JPM
IWF10.4%
SFLR6.5%
VOO6.5%
VTV6.1%
VXUS5.2%
JPM5.2%
LLY4.7%
BRTR4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.2%
ETF8.6%
Financial6.4%
Healthcare5.7%
Technology5.0%
Consumer1.3%
Energy1.1%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑49 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023