Weitzel Financial Services, Inc. - Portfolio overview

Weitzel Financial Services, Inc. has 50 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. SPTM - STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E, 20.36%
2. VEA - VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES, 14.94%
3. SCHD - SCHWAB U.S. DIVIDEND EQUITY ETF, 7.90%

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

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