WETZEL INVESTMENT ADVISORS, INC.

INDIANAPOLIS, IN · CIK 2009211 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyIndianapolis, IN

$288.7m reported value +14.8% vs Q1 2026

139positions

54.4%in top 10

16 new 16 added 87 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	38,096	$26.2m9.06%	9.06%	Added +10.9k	+10,900 40.1%
2	INNOVATOR ETFS TRUST QUITY MANAGD FLR SFLR	SFLR	631,184	$24.4m8.44%	8.44%	Added +141.7k	+141,747 29.0%
3	ISHARES TR RUS 1000 GRW ETF IWF	IWF	183,929	$22.8m7.91%	7.91%	Reduced -37.9k	-37,891 -17.1%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	70,122	$15.3m5.29%	5.29%	Reduced -17.7k	-17,698 -20.1%
5	ELI LILLY & CO COM LLY	LLY	11,256	$13.5m4.68%	4.68%	Unchanged
6	JPMORGAN CHASE & CO COM JPM	JPM	39,301	$12.9m4.46%	4.46%	Reduced -423	-423 -1.1%
7	BLACKROCK ETF TRUST II ISHARES TOTAL RE BRTR	BRTR	253,283	$12.7m4.42%	4.42%	Added +28.7k	+28,686 12.8%
8	ISHARES TR US TREAS BD ETF GOVT	GOVT	466,531	$10.6m3.68%	3.68%	Added +232.3k	+232,283 99.2%
9	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	122,607	$10.5m3.63%	3.63%	Reduced -41.4k	-41,386 -25.2%
10	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	118,288	$8.0m2.79%	2.79%	Added +44.3k	+44,275 59.8%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,601	$5.7m1.97%	1.97%	Reduced -2	-2 -0.0%
12	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	68,521	$5.1m1.78%	1.78%	Added +10.1k	+10,143 17.4%
13	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	20,517	$5.1m1.75%	1.75%	Reduced -2.5k	-2,531 -11.0%
14	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	143,270	$4.8m1.66%	1.66%	Added +4.5k	+4,485 3.2%
15	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	49,439	$4.5m1.54%	1.54%	Reduced -1.5k	-1,473 -2.9%
16	ISHARES INC CORE MSCI EMKT IEMG	IEMG	52,943	$4.4m1.52%	1.52%	Reduced -18.3k	-18,298 -25.7%
17	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	23,983	$3.9m1.34%	1.34%	Reduced -404	-404 -1.7%
18	CITIGROUP INC COM NEW C	C	27,641	$3.9m1.34%	1.34%	Reduced -4.0k	-4,000 -12.6%
19	APPLE INC COM AAPL	AAPL	13,265	$3.8m1.33%	1.33%	Reduced -779	-779 -5.5%
20	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	78,792	$3.4m1.18%	1.18%	Added +59.5k	+59,489 308.2%
21	ISHARES TR CORE S&P MCP ETF IJH	IJH	41,651	$3.2m1.11%	1.11%	Reduced -3.7k	-3,681 -8.1%
22	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	107,196	$3.0m1.04%	1.04%	New
23	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	60,260	$2.9m1.02%	1.02%	Reduced -2.0k	-1,987 -3.2%
24	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	55,779	$2.9m1.01%	1.01%	Reduced -8.5k	-8,545 -13.3%
25	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	56,843	$2.8m0.95%	0.95%	Added +40.1k	+40,081 239.1%
26	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	27,853	$2.6m0.91%	0.91%	Reduced -572	-572 -2.0%
27	ISHARES INC EMNG MKTS EQT EMGF	EMGF	33,466	$2.5m0.85%	0.85%	Reduced -2.2k	-2,188 -6.1%
28	VANGUARD INDEX FDS MID CAP ETF VO	VO	26,756	$2.2m0.75%	0.75%	Reduced -1.0k	-1,008 -3.6%
29	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	9,036	$2.1m0.74%	0.74%	Reduced -193	-193 -2.1%
30	MARATHON PETE CORP COM MPC	MPC	7,446	$1.9m0.66%	0.66%	Reduced -400	-400 -5.1%
31	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,177	$1.9m0.64%	0.64%	Reduced -2	-2 -0.0%
32	NVIDIA CORPORATION COM NVDA	NVDA	9,103	$1.8m0.63%	0.63%	Added +1.1k	+1,112 13.9%
33	WALMART INC COM WMT	WMT	15,383	$1.7m0.60%	0.60%	Reduced -4.8k	-4,844 -23.9%
34	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	35,900	$1.6m0.56%	0.56%	Unchanged
35	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DMAR	DMAR	32,783	$1.5m0.51%	0.51%	Reduced -883	-883 -2.6%
36	MICROSOFT CORP COM MSFT	MSFT	3,910	$1.5m0.51%	0.51%	Reduced -118	-118 -2.9%
37	FIRST TR LRGE CP CORE ALPHA COM SHS FEX	FEX	9,345	$1.3m0.45%	0.45%	Reduced -125	-125 -1.3%
38	ISHARES TR CONV BD ETF ICVT	ICVT	10,481	$1.3m0.44%	0.44%	Reduced -32.9k	-32,909 -75.8%
39	ISHARES TR MSCI USA MIN VOL USMV	USMV	12,811	$1.2m0.43%	0.43%	Reduced -806	-806 -5.9%
40	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,655	$1.2m0.42%	0.42%	Unchanged
41	EATON CORP PLC SHS ETN	ETN	2,648	$1.1m0.39%	0.39%	Reduced -214	-214 -7.5%
42	ISHARES TR CORE MSCI EAFE IEFA	IEFA	11,659	$1.1m0.39%	0.39%	Reduced -1.8k	-1,835 -13.6%
43	BROADCOM INC COM AVGO	AVGO	2,941	$1.1m0.38%	0.38%	Reduced -407	-407 -12.2%
44	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	29,271	$1.1m0.37%	0.37%	New
45	PRUDENTIAL FINL INC COM PRU	PRU	9,883	$1.1m0.37%	0.37%	Reduced -134	-134 -1.3%
46	ISHARES TR RUS 1000 VAL ETF IWD	IWD	4,371	$1.1m0.37%	0.37%	Reduced -1.9k	-1,874 -30.0%
47	ISHARES TR BROAD USD HIGH USHY	USHY	27,779	$1.0m0.36%	0.36%	Reduced -7.4k	-7,399 -21.0%
48	MICRON TECHNOLOGY INC COM MU	MU	867	$1.0m0.35%	0.35%	Reduced -2	-2 -0.2%
49	JOHNSON & JOHNSON COM JNJ	JNJ	3,933	$998.9k0.35%	0.35%	Reduced -157	-157 -3.8%
50	NEUBERGER BERMAN ETF TRUST SHORT DURATION I NBSD	NBSD	19,484	$984.1k0.34%	0.34%	Reduced -6.1k	-6,081 -23.8%
51	JACKSON FINANCIAL INC COM CL A JXN	JXN	9,100	$931.7k0.32%	0.32%	Added +6.8k	+6,800 295.6%
52	ISHARES TR U.S. TECH ETF IYW	IYW	3,534	$891.4k0.31%	0.31%	Reduced -372	-372 -9.5%
53	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	700	$878.1k0.30%	0.30%	Unchanged
54	FIFTH THIRD BANCORP COM FITB	FITB	14,915	$846.7k0.29%	0.29%	Reduced -220	-220 -1.4%
55	APA CORPORATION COM APA	APA	25,993	$846.6k0.29%	0.29%	Added +79	+79 0.3%
56	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	15,707	$794.5k0.28%	0.28%	Added +188	+188 1.2%
57	UNION PAC CORP COM UNP	UNP	2,880	$783.4k0.27%	0.27%	Reduced -62	-62 -2.1%
58	RAYMOND JAMES FINL INC COM RJF	RJF	5,029	$764.6k0.26%	0.26%	Added +500	+500 11.0%
59	CONOCOPHILLIPS COM COP	COP	7,297	$758.6k0.26%	0.26%	Unchanged
60	EXXON MOBIL CORP COM XOM	XOM	5,527	$755.7k0.26%	0.26%	Reduced -100	-100 -1.8%
61	PACER FDS TR US CASH COWS 100 COWZ	COWZ	11,500	$715.3k0.25%	0.25%	Unchanged
62	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DMAY	DMAY	14,564	$686.3k0.24%	0.24%	Reduced -644	-644 -4.2%
63	ALLSTATE CORP COM ALL	ALL	2,768	$661.6k0.23%	0.23%	Reduced -17	-17 -0.6%
64	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,763	$618.1k0.21%	0.21%	Reduced -603	-603 -13.8%
65	AMAZON COM INC COM AMZN	AMZN	2,564	$611.1k0.21%	0.21%	Reduced -9	-9 -0.3%
66	CENTERPOINT ENERGY INC COM CNP	CNP	13,365	$588.6k0.20%	0.20%	Unchanged
67	DBX ETF TR XTRACK MSCI EAFE HDEF	HDEF	17,716	$569.4k0.20%	0.20%	Reduced -676	-676 -3.7%
68	TRANE TECHNOLOGIES PLC SHS TT	TT	1,124	$552.1k0.19%	0.19%	Reduced -148	-148 -11.6%
69	PIMCO ETF TR MUNI INCOME OPP MINO	MINO	12,000	$549.1k0.19%	0.19%	Unchanged
70	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	3,759	$533.4k0.18%	0.18%	Reduced -66	-66 -1.7%
71	ISHARES TR RUS 1000 ETF IWB	IWB	1,299	$531.9k0.18%	0.18%	Unchanged
72	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,247	$519.4k0.18%	0.18%	Reduced -119	-119 -8.7%
73	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,335	$494.6k0.17%	0.17%	Reduced -2.0k	-1,958 -37.0%
74	ISHARES TR CORE DIV GRWTH DGRO	DGRO	6,276	$475.7k0.16%	0.16%	Reduced -73	-73 -1.1%
75	PFIZER INC COM PFE	PFE	19,402	$467.2k0.16%	0.16%	Reduced -2.2k	-2,213 -10.2%
76	CISCO SYS INC COM CSCO	CSCO	3,825	$449.3k0.16%	0.16%	Reduced -695	-695 -15.4%
77	MATERION CORP COM MTRN	MTRN	1,500	$446.1k0.15%	0.15%	Unchanged
78	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	5,877	$440.2k0.15%	0.15%	Added +86	+86 1.5%
79	CARILLON SER TR RJ EA GCM DI ETF RJDI	RJDI	14,356	$422.0k0.15%	0.15%	New
80	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	2,651	$420.6k0.15%	0.15%	Added +9	+9 0.3%
81	CHUBB LIMITED COM CB	CB	1,223	$418.0k0.14%	0.14%	Reduced -265	-265 -17.8%
82	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	7,275	$410.9k0.14%	0.14%	Reduced -242	-242 -3.2%
83	HARTFORD INSURANCE GROUP INC COM HIG	HIG	3,000	$399.4k0.14%	0.14%	Unchanged
84	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,464	$386.7k0.13%	0.13%	Reduced -1.2k	-1,215 -33.0%
85	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	3,300	$386.3k0.13%	0.13%	Unchanged
86	MERCK & CO INC COM MRK	MRK	2,983	$385.9k0.13%	0.13%	Reduced -421	-421 -12.4%
87	QUALCOMM INC COM QCOM	QCOM	2,002	$369.9k0.13%	0.13%	Unchanged
88	UNUM GROUP COM UNM	UNM	3,975	$355.4k0.12%	0.12%	Reduced -115	-115 -2.8%
89	HOME DEPOT INC COM HD	HD	998	$352.0k0.12%	0.12%	Reduced -224	-224 -18.3%
90	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	6,647	$350.7k0.12%	0.12%	New
91	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	9,270	$341.8k0.12%	0.12%	Reduced -61	-61 -0.7%
92	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	4,708	$335.4k0.12%	0.12%	New
93	FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH FXH	FXH	2,740	$335.4k0.12%	0.12%	Unchanged
94	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	8,107	$326.6k0.11%	0.11%	Reduced -5.7k	-5,671 -41.2%
95	JOHNSON CTLS INTL PLC SHS JCI	JCI	2,205	$323.1k0.11%	0.11%	Reduced -428	-428 -16.3%
96	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	6,646	$320.2k0.11%	0.11%	Reduced -5.5k	-5,452 -45.1%
97	KRAFT HEINZ CO COM KHC	KHC	13,546	$320.0k0.11%	0.11%	New
98	FIRST TR EXCHNG TRADED FD VI FT VEST US DJAN	DJAN	6,986	$318.0k0.11%	0.11%	Reduced -100	-100 -1.4%
99	SELECT SECTOR SPDR TR INDL XLI	XLI	1,682	$311.6k0.11%	0.11%	Reduced -91	-91 -5.1%
100	SELECT SECTOR SPDR TR ENERGY XLE	XLE	5,801	$308.1k0.11%	0.11%	Reduced -114	-114 -1.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD WHITEHALL FDS VYM	VYM	4,771	$706.6k4.8k shares
CHEVRON CORP NEW CVX	CVX	1,592	$329.4k1.6k shares
VANGUARD INDEX FDS VOE	VOE	1,675	$308.7k1.7k shares
ISHARES TR EFA	EFA	2,783	$270.3k2.8k shares
VANGUARD INDEX FDS VBR	VBR	1,153	$250.5k1.2k shares
PHILLIPS 66 PSX	PSX	1,294	$235.7k1.3k shares
DARDEN RESTAURANTS INC DRI	DRI	1,194	$234.1k1.2k shares
SALESFORCE INC CRM	CRM	1,173	$219.0k1.2k shares