Institutional Fund
Wetzel Investment Advisors, Inc.
Indianapolis, INCIK 20092115 filings on record
Portfolio Value
$251.53M
Q1 2026
Holdings
131
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.9%
from $246.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.4%
- Innovator Etfs Trust6.9%
- Vanguard Index Fds6.9%
- Vanguard Index Fds6.5%
- Vanguard Star Fds5.0%
- Jpmorgan Chase & Co.4.6%
- Other60.7%
Portfolio Holdings
131 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 55.5K | $23.65M | 9.4% | +1.0K | Added |
| 2 | Innovator Etfs Trust | 489.4K | $17.35M | 6.9% | +53.0K | Added |
| 3 | Vanguard Index Fds | 87.8K | $17.23M | 6.9% | +8.9K | Added |
| 4 | Vanguard Index Fds | 27.2K | $16.25M | 6.5% | +1.6K | Added |
| 5 | Vanguard Star Fds | 164.0K | $12.65M | 5.0% | −7.3K | Reduced |
| 6 | Jpmorgan Chase & Co. | 39.7K | $11.69M | 4.6% | −188 | Reduced |
| 7 | Blackrock ETF Trust II | 224.6K | $11.27M | 4.5% | +14.3K | Added |
| 8 | Eli Lilly & Co | 11.3K | $10.35M | 4.1% | +410 | Added |
| 9 | Ishares Tr | 234.2K | $5.37M | 2.1% | +14.4K | Added |
| 10 | Ishares Inc | 71.2K | $4.97M | 2.0% | +818 | Added |
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