Wetzel Investment Advisors, Inc.

13F filer · CIK 0002009211

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$289MU.S. long equity reported on 13F

Positions647 new · 5 closed

Net flow last quarter+$203KBuys minus sells

Top 10 positions weight17.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202664 positions
LLYELI LILLY & Co	$13.5M	4.68%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$12.9M	4.46%	0.00%	-1.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$5.69M	1.97%	Not reported	0.0%	Q4 2023
CCitigroup Inc	$3.87M	1.34%	0.00%	-12.6%	Q4 2023
AAPLApple Inc.	$3.84M	1.33%	0.00%	-5.6%	Q4 2023
THROTheron Resource Group	$3.4M	1.18%	1.00%	+308.2%	Q4 2025
MPCMarathon Petroleum Corp	$1.9M	0.66%	0.00%	-5.1%	Q4 2023
GOOGLAlphabet Inc.	$1.85M	0.64%	0.00%	0.0%	Q4 2023
NVDANvidia Corp	$1.82M	0.63%	0.00%	+13.9%	Q4 2023
WMTWalmart Inc.	$1.74M	0.60%	0.00%	-24.0%	Q4 2023
MSFTMicrosoft Corp	$1.46M	0.51%	0.00%	-2.9%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.22M	0.42%	Not reported	Not reported	Q4 2023
ETNEaton Corp plc	$1.13M	0.39%	0.00%	-7.5%	Q4 2023
AVGOBroadcom Inc.	$1.11M	0.38%	0.00%	-12.2%	Q4 2023
PRUPrudential Financial Inc	$1.07M	0.37%	0.00%	-1.3%	Q4 2023
MUMicron Technology Inc	$1M	0.35%	0.00%	-0.2%	Q4 2023
JNJJohnson & Johnson	$999K	0.35%	0.00%	-3.8%	Q4 2023
JXNJackson Financial Inc.	$932K	0.32%	0.01%	+295.7%	Q4 2023
FITBFifth Third Bancorp	$847K	0.29%	0.00%	-1.5%	Q4 2023
APAAPA Corp	$847K	0.29%	0.01%	+0.3%	Q4 2023
UNPUnion Pacific Corp	$783K	0.27%	0.00%	-2.1%	Q4 2023
RJFRaymond James Financial Inc	$765K	0.26%	0.00%	+11.0%	Q4 2023
COPConocophillips	$759K	0.26%	0.00%	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$756K	0.26%	0.00%	-1.8%	Q4 2023
ALLAllstate Corp	$662K	0.23%	0.00%	-0.6%	Q4 2023
AMZNAmazon Com Inc	$611K	0.21%	0.00%	-0.4%	Q4 2023
CNPCenterpoint Energy Inc	$589K	0.20%	0.00%	Not reported	Q4 2023
TTTrane Technologies plc	$552K	0.19%	0.00%	-11.6%	Q4 2023
MSIMotorola Solutions, Inc.	$519K	0.18%	0.00%	-8.7%	Q4 2023
PFEPfizer Inc	$467K	0.16%	0.00%	-10.2%	Q4 2023
CSCOCisco Systems, Inc.	$449K	0.16%	0.00%	-15.4%	Q4 2023
MTRNMATERION Corp	$446K	0.15%	0.01%	Not reported	Q4 2023
CBChubb Ltd	$418K	0.14%	0.00%	-17.8%	Q4 2023
HIGHartford Insurance Group, Inc.	$399K	0.14%	0.00%	Not reported	Q4 2023
MIRMMirum Pharmaceuticals, Inc.	$386K	0.13%	0.01%	Not reported	Q4 2023
MRKMerck & Co., Inc.	$386K	0.13%	0.00%	-12.4%	Q4 2023
QCOMQualcomm Inc	$370K	0.13%	0.00%	Not reported	Q4 2023
UNMUnum Group	$355K	0.12%	0.00%	-2.8%	Q4 2023
HDHome Depot, Inc.	$352K	0.12%	0.00%	-18.3%	Q4 2023
FNDFSchwab Strategic Trust	$351K	0.12%	Not reported	New	Q2 2026
JCIJohnson Controls International plc	$323K	0.11%	0.00%	-16.3%	Q4 2023
FVDFirst Trust Value Line Dividend Fund	$320K	0.11%	Not reported	-45.1%	Q4 2023
KHCKraft Heinz Co	$320K	0.11%	0.00%	Not reported	Q4 2023
WBSWebster Financial Corp	$306K	0.11%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$301K	0.10%	0.00%	Not reported	Q4 2023
WMWaste Management Inc	$300K	0.10%	0.00%	Not reported	Q4 2023
GLWCorning Inc	$300K	0.10%	0.00%	Not reported	Q4 2023
CMECme Group Inc.	$297K	0.10%	0.00%	-11.2%	Q4 2023
METAMeta Platforms, Inc.	$292K	0.10%	Not reported	-24.3%	Q4 2023
NINisource Inc.	$277K	0.10%	0.00%	Not reported	Q4 2023

Q1 2026Reported Apr 22, 202662 positions
JPMJPMorgan Chase & Co	$11.7M	4.65%	0.00%	-0.5%	Q4 2023
LLYELI LILLY & Co	$10.4M	4.12%	0.00%	+3.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$4.96M	1.97%	Not reported	+1.4%	Q4 2023
CCitigroup Inc	$3.59M	1.43%	0.00%	+0.6%	Q4 2023
AAPLApple Inc.	$3.56M	1.42%	0.00%	-4.2%	Q4 2023
WMTWalmart Inc.	$2.52M	1.00%	0.00%	+22.3%	Q4 2023
MPCMarathon Petroleum Corp	$1.92M	0.76%	0.00%	-2.5%	Q4 2023
MSFTMicrosoft Corp	$1.49M	0.59%	0.00%	-10.0%	Q4 2023
GOOGLAlphabet Inc.	$1.49M	0.59%	0.00%	-7.4%	Q4 2023
NVDANvidia Corp	$1.39M	0.55%	0.00%	-5.1%	Q4 2023
APAAPA Corp	$1.1M	0.44%	0.01%	+21.1%	Q4 2023
AVGOBroadcom Inc.	$1.04M	0.41%	0.00%	-5.8%	Q4 2023
ETNEaton Corp plc	$1.02M	0.41%	0.00%	-1.7%	Q4 2023
JNJJohnson & Johnson	$1M	0.40%	0.00%	-2.9%	Q4 2023
PRUPrudential Financial Inc	$979K	0.39%	0.00%	-0.1%	Q4 2023
COPConocophillips	$963K	0.38%	0.00%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$955K	0.38%	Not reported	-0.1%	Q4 2023
XOMExxonMobil Holdings Corp	$955K	0.38%	0.00%	-11.8%	Q4 2023
UNPUnion Pacific Corp	$714K	0.28%	0.00%	-3.0%	Q4 2023
FITBFifth Third Bancorp	$709K	0.28%	0.00%	-1.6%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$707K	0.28%	Not reported	-0.9%	Q4 2023
THROTheron Resource Group	$699K	0.28%	0.24%	+119.5%	Q4 2025
RJFRaymond James Financial Inc	$656K	0.26%	0.00%	+12.4%	Q4 2023
PFEPfizer Inc	$607K	0.24%	0.00%	+8.1%	Q4 2023
BSVNBank7 Corp.	$598K	0.24%	0.08%	+68.0%	Q2 2025
MSIMotorola Solutions, Inc.	$594K	0.24%	0.00%	-2.6%	Q4 2023
ALLAllstate Corp	$580K	0.23%	0.00%	-1.1%	Q4 2023
CNPCenterpoint Energy Inc	$577K	0.23%	0.00%	-1.4%	Q4 2023
FVDFirst Trust Value Line Dividend Fund	$569K	0.23%	Not reported	-13.6%	Q4 2023
AMZNAmazon Com Inc	$536K	0.21%	0.00%	-13.7%	Q4 2023
TTTrane Technologies plc	$530K	0.21%	0.00%	-2.5%	Q4 2023
CBChubb Ltd	$486K	0.19%	0.00%	-9.7%	Q4 2023
CMECme Group Inc.	$447K	0.18%	0.00%	-27.3%	Q4 2023
MRKMerck & Co., Inc.	$412K	0.16%	0.00%	-8.5%	Q4 2023
HIGHartford Insurance Group, Inc.	$407K	0.16%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$402K	0.16%	0.00%	-12.1%	Q4 2023
METAMeta Platforms, Inc.	$392K	0.16%	Not reported	-1.6%	Q4 2023
VZVerizon Communications Inc	$359K	0.14%	0.00%	-19.9%	Q4 2023
CSCOCisco Systems, Inc.	$351K	0.14%	0.00%	-7.7%	Q4 2023
JCIJohnson Controls International plc	$346K	0.14%	0.00%	-15.5%	Q4 2023
CVXChevron Corp	$329K	0.13%	0.00%	-1.5%	Q4 2023
WMWaste Management Inc	$310K	0.12%	0.00%	-17.0%	Q4 2023
MIRMMirum Pharmaceuticals, Inc.	$305K	0.12%	0.01%	+26.9%	Q4 2023
UNMUnum Group	$299K	0.12%	0.00%	-2.4%	Q4 2023
MUMicron Technology Inc	$294K	0.12%	0.00%	-25.7%	Q4 2023
WBSWebster Financial Corp	$278K	0.11%	0.00%	Not reported	Q4 2023
NINisource Inc.	$272K	0.11%	0.00%	Not reported	Q4 2023
PORPortland General Electric Co	$266K	0.11%	0.00%	Not reported	Q4 2023
ADPAutomatic Data Processing Inc	$264K	0.10%	0.00%	-8.9%	Q4 2023
TJXTJX Companies Inc	$263K	0.10%	0.00%	-7.1%	Q4 2023

Q4 2025Reported Jan 22, 202663 positions
JPMJPMorgan Chase & Co	$12.9M	5.21%	0.00%	-1.1%	Q4 2023
LLYELI LILLY & Co	$11.7M	4.72%	0.00%	+12.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$5.13M	2.08%	Not reported	-0.1%	Q4 2023
AAPLApple Inc.	$3.99M	1.61%	0.00%	+1.8%	Q4 2023
CCitigroup Inc	$3.67M	1.49%	0.00%	-0.3%	Q4 2023
MSFTMicrosoft Corp	$2.16M	0.88%	0.00%	-2.2%	Q4 2023
WMTWalmart Inc.	$1.85M	0.75%	0.00%	-0.2%	Q4 2023
GOOGLAlphabet Inc.	$1.75M	0.71%	0.00%	+5.4%	Q4 2023
NVDANvidia Corp	$1.57M	0.64%	0.00%	+11.7%	Q4 2023
MPCMarathon Petroleum Corp	$1.31M	0.53%	0.00%	-0.1%	Q4 2023
AVGOBroadcom Inc.	$1.23M	0.50%	0.00%	+0.8%	Q4 2023
PRUPrudential Financial Inc	$1.13M	0.46%	0.00%	+1.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.02M	0.41%	Not reported	Not reported	Q4 2023
ETNEaton Corp plc	$928K	0.38%	0.00%	-1.1%	Q4 2023
JNJJohnson & Johnson	$871K	0.35%	0.00%	+0.6%	Q4 2023
XOMExxonMobil Holdings Corp	$768K	0.31%	0.00%	Not reported	Q4 2023
FITBFifth Third Bancorp	$726K	0.29%	0.00%	-0.2%	Q4 2023
UNPUnion Pacific Corp	$701K	0.28%	0.00%	-1.0%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$691K	0.28%	Not reported	-0.1%	Q4 2023
AMZNAmazon Com Inc	$689K	0.28%	0.00%	-4.6%	Q4 2023
COPConocophillips	$683K	0.28%	0.00%	Not reported	Q4 2023
RJFRaymond James Financial Inc	$647K	0.26%	0.00%	-19.9%	Q4 2023
FVDFirst Trust Value Line Dividend Fund	$645K	0.26%	Not reported	-2.5%	Q4 2023
ALLAllstate Corp	$589K	0.24%	0.00%	-0.1%	Q4 2023
CMECme Group Inc.	$568K	0.23%	0.00%	-0.7%	Q4 2023
MSIMotorola Solutions, Inc.	$539K	0.22%	0.00%	-0.2%	Q4 2023
APAAPA Corp	$524K	0.21%	0.01%	+6.8%	Q4 2023
CNPCenterpoint Energy Inc	$519K	0.21%	0.00%	Not reported	Q4 2023
CBChubb Ltd	$516K	0.21%	0.00%	-2.5%	Q4 2023
TTTrane Technologies plc	$508K	0.21%	0.00%	+0.2%	Q4 2023
PFEPfizer Inc	$498K	0.20%	0.00%	-0.4%	Q4 2023
HDHome Depot, Inc.	$478K	0.19%	0.00%	+2.7%	Q4 2023
METAMeta Platforms, Inc.	$460K	0.19%	Not reported	+4.0%	Q4 2023
HIGHartford Insurance Group, Inc.	$415K	0.17%	0.00%	Not reported	Q4 2023
MRKMerck & Co., Inc.	$395K	0.16%	0.00%	-6.7%	Q4 2023
CSCOCisco Systems, Inc.	$377K	0.15%	0.00%	-5.0%	Q4 2023
JCIJohnson Controls International plc	$374K	0.15%	0.00%	+0.1%	Q4 2023
ADPAutomatic Data Processing Inc	$366K	0.15%	0.00%	+0.1%	Q4 2023
VZVerizon Communications Inc	$364K	0.15%	0.00%	-0.9%	Q4 2023
BSVNBank7 Corp.	$358K	0.14%	0.05%	+37.0%	Q2 2025
WMWaste Management Inc	$357K	0.14%	0.00%	+0.8%	Q4 2023
CRMSalesforce, Inc.	$356K	0.14%	0.00%	+0.9%	Q4 2023
QCOMQualcomm Inc	$340K	0.14%	0.00%	+2.6%	Q4 2023
THROTheron Resource Group	$339K	0.14%	0.11%	New	Q4 2025
MUMicron Technology Inc	$334K	0.14%	0.00%	-5.0%	Q4 2023
UNMUnum Group	$325K	0.13%	0.00%	Not reported	Q4 2023
VVisa Inc.	$301K	0.12%	0.00%	Not reported	Q4 2023
TJXTJX Companies Inc	$272K	0.11%	0.00%	-2.4%	Q4 2023
MDTMedtronic plc	$260K	0.11%	0.00%	-2.4%	Q4 2023
WBSWebster Financial Corp	$252K	0.10%	0.00%	Not reported	Q4 2023

Q3 2025Reported Oct 27, 202563 positions
JPMJPMorgan Chase & Co	$12.7M	5.43%	0.00%	-8.7%	Q4 2023
LLYELI LILLY & Co	$7.38M	3.15%	0.00%	+0.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$5.02M	2.14%	Not reported	+14.7%	Q4 2023
AAPLApple Inc.	$3.67M	1.57%	0.00%	0.0%	Q4 2023
CCitigroup Inc	$3.2M	1.37%	0.00%	-8.7%	Q4 2023
MSFTMicrosoft Corp	$2.37M	1.01%	0.00%	-0.3%	Q4 2023
WMTWalmart Inc.	$1.71M	0.73%	0.00%	-1.3%	Q4 2023
MPCMarathon Petroleum Corp	$1.55M	0.66%	0.00%	+0.1%	Q4 2023
NVDANvidia Corp	$1.41M	0.60%	0.00%	-0.7%	Q4 2023
GOOGLAlphabet Inc.	$1.29M	0.55%	0.00%	-0.2%	Q4 2023
AVGOBroadcom Inc.	$1.16M	0.50%	0.00%	-3.5%	Q4 2023
ETNEaton Corp plc	$1.1M	0.47%	0.00%	-0.3%	Q4 2023
PRUPrudential Financial Inc	$1.03M	0.44%	0.00%	-2.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$995K	0.42%	Not reported	Not reported	Q4 2023
RJFRaymond James Financial Inc	$868K	0.37%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$776K	0.33%	0.00%	Not reported	Q4 2023
UNPUnion Pacific Corp	$724K	0.31%	0.00%	-1.6%	Q4 2023
XOMExxonMobil Holdings Corp	$719K	0.31%	0.00%	Not reported	Q4 2023
FITBFifth Third Bancorp	$693K	0.30%	0.00%	Not reported	Q4 2023
COPConocophillips	$690K	0.29%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$687K	0.29%	0.00%	+0.3%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$679K	0.29%	Not reported	-3.5%	Q4 2023
FVDFirst Trust Value Line Dividend Fund	$664K	0.28%	Not reported	-2.1%	Q4 2023
MSIMotorola Solutions, Inc.	$644K	0.27%	0.00%	Not reported	Q4 2023
ALLAllstate Corp	$608K	0.26%	0.00%	Not reported	Q4 2023
CMECme Group Inc.	$566K	0.24%	0.00%	-0.7%	Q4 2023
TTTrane Technologies plc	$549K	0.23%	0.00%	-3.4%	Q4 2023
HDHome Depot, Inc.	$549K	0.23%	0.00%	-2.3%	Q4 2023
CNPCenterpoint Energy Inc	$526K	0.22%	0.00%	-0.7%	Q4 2023
PFEPfizer Inc	$511K	0.22%	0.00%	+7.0%	Q4 2023
METAMeta Platforms, Inc.	$492K	0.21%	Not reported	-0.7%	Q4 2023
APAAPA Corp	$487K	0.21%	0.01%	+1.5%	Q4 2023
CBChubb Ltd	$479K	0.20%	0.00%	-0.9%	Q4 2023
ADPAutomatic Data Processing Inc	$416K	0.18%	0.00%	Not reported	Q4 2023
HIGHartford Insurance Group, Inc.	$402K	0.17%	0.00%	Not reported	Q4 2023
VZVerizon Communications Inc	$396K	0.17%	0.00%	-3.9%	Q4 2023
WMWaste Management Inc	$356K	0.15%	0.00%	Not reported	Q4 2023
CSCOCisco Systems, Inc.	$353K	0.15%	0.00%	-5.7%	Q4 2023
JCIJohnson Controls International plc	$343K	0.15%	0.00%	-6.1%	Q4 2023
MRKMerck & Co., Inc.	$338K	0.14%	0.00%	-1.8%	Q4 2023
UNMUnum Group	$326K	0.14%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$322K	0.14%	0.00%	-4.9%	Q4 2023
CRMSalesforce, Inc.	$316K	0.13%	0.00%	+6.9%	Q4 2023
VVisa Inc.	$293K	0.12%	0.00%	Not reported	Q4 2023
MDTMedtronic plc	$264K	0.11%	0.00%	-5.5%	Q4 2023
TJXTJX Companies Inc	$262K	0.11%	0.00%	-6.7%	Q4 2023
BSVNBank7 Corp.	$262K	0.11%	0.04%	+13.8%	Q2 2025
DRIDarden Restaurants Inc	$259K	0.11%	0.00%	-2.9%	Q4 2023
UNHUnitedhealth Group Inc	$259K	0.11%	0.00%	-6.3%	Q4 2023
APDAir Products & Chemicals, Inc.	$257K	0.11%	0.00%	-3.9%	Q4 2023

Premium opens every quarter this fund has filed