WETZEL INVESTMENT ADVISORS, INC. - Portfolio overview

WETZEL INVESTMENT ADVISORS, INC. has 139 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES TR, 9.92%
2. SFLR - INNOVATOR ETFS TRUST, 7.28%
3. VTV - VANGUARD INDEX FDS, 7.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.