Wetzel Investment Advisors, Inc. ETF holdings
Indianapolis, IN
Reported $221.7M in 81 ETFs in its Form 13F for June 30, 2026.
ETF value
$221.7M
ETFs held
81
Change from prior quarter
+16.1%
With price moves
ETFs as a share of its 13F
76.8%
of $288.7M
Top 10 of 81 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $26.2M | 38,096 | +10,900 shares |
| SFLR | Innovator Equity Managed Floor ETF | $24.4M | 631,184 | +141,747 shares |
| IWF | iShares Russell 1000 Growth ETF | $22.8M | 183,929 | +128,474 shares |
| VTV | Vanguard Morningstar Value ETF | $15.3M | 70,122 | −17,698 shares |
| BRTR | iShares Total Return Active ETF | $12.7M | 253,283 | +28,686 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $10.6M | 466,531 | +232,283 shares |
| VXUS | Vanguard Total International Stock ETF | $10.5M | 122,607 | −41,386 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $8.0M | 118,288 | +44,275 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.7M | 7,601 | −2 shares |
| JHMM | John Hancock Multifactor Mid Cap ETF | $5.1M | 68,521 | +10,143 shares |
71 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002009211. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wetzel Investment Advisors, Inc. own?
Wetzel Investment Advisors, Inc. reported 81 ETF positions worth $221.7M in its Form 13F for June 30, 2026. The largest was VOO, at $26.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.