WF
Weitzel Financial Services, Inc.
13F filer · CIK 0001846789Reported Jul 15, 2026
Net seller this quarter
13F portfolio value$294MU.S. long equity reported on 13F
Positions150 new · 3 closed
Net flow last quarter-$143KBuys minus sells
Top 10 positions weight16.1%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 15, 202615 positions | |||||
| $18.9M | 6.42% | Not reported | +4.5% | Q4 2020 | |
| $13.3M | 4.53% | Not reported | +1.3% | Q4 2020 | |
| $5.82M | 1.98% | 0.00% | +0.1% | Q4 2020 | |
| $4.92M | 1.67% | 0.01% | -0.5% | Q1 2024 | |
| $1.42M | 0.48% | 0.00% | Not reported | Q3 2021 | |
| $937K | 0.32% | Not reported | +0.1% | Q4 2021 | |
| $705K | 0.24% | 0.00% | +0.6% | Q1 2023 | |
| $524K | 0.18% | Not reported | -0.1% | Q4 2020 | |
| $491K | 0.17% | 0.00% | Not reported | Q1 2023 | |
| $442K | 0.15% | 0.15% | -17.5% | Q1 2024 | |
| $417K | 0.14% | Not reported | -2.1% | Q2 2023 | |
| $375K | 0.13% | Not reported | -2.2% | Q4 2020 | |
| $251K | 0.09% | 0.00% | Not reported | Q1 2026 | |
| $236K | 0.08% | 0.00% | -20.1% | Q2 2025 | |
| $134K | 0.05% | 0.00% | +0.8% | Q1 2026 | |
| Q1 2026Reported Apr 29, 202618 positions | |||||
| $18.2M | 6.84% | Not reported | +2.4% | Q4 2020 | |
| $10.7M | 4.04% | Not reported | +4.3% | Q4 2020 | |
| $5.27M | 1.99% | 0.00% | 0.0% | Q4 2020 | |
| $4.05M | 1.53% | 0.01% | +6726.3% | Q1 2024 | |
| $1.21M | 0.46% | 0.00% | Not reported | Q3 2021 | |
| $825K | 0.31% | Not reported | +0.1% | Q4 2021 | |
| $647K | 0.24% | 0.00% | +0.6% | Q1 2023 | |
| $494K | 0.19% | 0.00% | Not reported | Q2 2025 | |
| $491K | 0.18% | Not reported | Not reported | Q4 2020 | |
| $473K | 0.18% | 0.00% | Not reported | Q1 2023 | |
| $368K | 0.14% | Not reported | -93.9% | Q2 2023 | |
| $367K | 0.14% | Not reported | +2.0% | Q4 2020 | |
| $341K | 0.13% | 0.00% | Not reported | Q2 2025 | |
| $331K | 0.12% | 0.14% | +0.5% | Q1 2024 | |
| $252K | 0.09% | 0.00% | -0.7% | Q2 2024 | |
| $247K | 0.09% | Not reported | Not reported | Q1 2023 | |
| $218K | 0.08% | 0.00% | New | Q1 2026 | |
| $117K | 0.04% | 0.00% | New | Q1 2026 | |
| Q4 2025Reported Feb 3, 202616 positions | |||||
| $17.9M | 6.92% | Not reported | +2.8% | Q4 2020 | |
| $10.9M | 4.20% | Not reported | +2.8% | Q4 2020 | |
| $4.34M | 1.68% | 0.00% | 0.0% | Q4 2020 | |
| $3.71M | 1.44% | Not reported | 0.0% | Q2 2023 | |
| $1.24M | 0.48% | 0.00% | Not reported | Q3 2021 | |
| $860K | 0.33% | Not reported | +6.1% | Q4 2021 | |
| $590K | 0.23% | 0.00% | -3.9% | Q1 2023 | |
| $550K | 0.21% | 0.00% | Not reported | Q1 2023 | |
| $478K | 0.19% | Not reported | Not reported | Q4 2020 | |
| $477K | 0.18% | 0.00% | Not reported | Q2 2025 | |
| $353K | 0.14% | Not reported | +1.2% | Q4 2020 | |
| $313K | 0.12% | 0.00% | +2.6% | Q2 2025 | |
| $288K | 0.11% | 0.14% | Not reported | Q1 2024 | |
| $274K | 0.11% | 0.00% | +3.9% | Q2 2024 | |
| $245K | 0.09% | 0.00% | Not reported | Q1 2024 | |
| $235K | 0.09% | 0.00% | Not reported | Q1 2023 | |
| Q3 2025Reported Oct 14, 202516 positions | |||||
| $17.5M | 7.12% | Not reported | +2.1% | Q4 2020 | |
| $10.3M | 4.18% | Not reported | +1.3% | Q4 2020 | |
| $4.12M | 1.68% | 0.00% | +0.1% | Q4 2020 | |
| $3.41M | 1.39% | Not reported | -1.7% | Q2 2023 | |
| $1.07M | 0.43% | 0.00% | -0.3% | Q3 2021 | |
| $784K | 0.32% | Not reported | Not reported | Q4 2021 | |
| $638K | 0.26% | 0.00% | +0.6% | Q1 2023 | |
| $532K | 0.22% | 0.00% | Not reported | Q1 2023 | |
| $461K | 0.19% | Not reported | -0.1% | Q4 2020 | |
| $344K | 0.14% | Not reported | Not reported | Q4 2020 | |
| $340K | 0.14% | 0.00% | Not reported | Q2 2025 | |
| $308K | 0.13% | 0.14% | +0.5% | Q1 2024 | |
| $291K | 0.12% | 0.00% | Not reported | Q2 2025 | |
| $278K | 0.11% | 0.00% | Not reported | Q1 2024 | |
| $254K | 0.10% | 0.00% | Not reported | Q2 2024 | |
| $253K | 0.10% | 0.00% | Not reported | Q1 2023 | |
Premium opens every quarter this fund has filed