WETZEL INVESTMENT ADVISORS, INC.

Filed: 4/22/2025ACC: 0001998574-25-000003

📋 What this filing means

WETZEL INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $198.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

122

Positions

$198.35M

Total AUM (reported)

2.20M

Total Shares

Allocation by class

COM$46.10M23.2%

VG TL INTL STK F$15.99M8.1%

RUS 1000 GRW ETF$15.76M7.9%

S&P 500 ETF SHS$12.67M6.4%

SHS$7.13M3.6%

VALUE ETF$6.48M3.3%

S&P500 QUALITY$6.32M3.2%

Portfolio Concentration

Top 3$44.43M22.4%

4–10$48.06M24.2%

11–25$52.01M26.2%

Rest$53.85M27.2%

Top 3 weight

22.4%

Top 10 weight

46.6%

Voting Authority Distribution

Total shares with voting rights: 2.20M

Sole

Full voting authority

2.20M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole122

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings122

Rows:

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares257.56K

TypeSH

Market value$15.99M

8.06%

Sole

257.56K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares43.66K

TypeSH

Market value$15.76M

7.95%

Sole

43.66K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares24.66K

TypeSH

Market value$12.67M

6.39%

Sole

24.66K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares44.48K

TypeSH

Market value$10.91M

5.50%

Sole

44.48K

Shared

0.00

None

0.00

ELI LILLY & CO

SOLE

COM

Shares9.66K

TypeSH

Market value$7.98M

4.02%

Sole

9.66K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares37.48K

TypeSH

Market value$6.48M

3.26%

Sole

37.48K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares95.30K

TypeSH

Market value$6.32M

3.19%

Sole

95.30K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares189.34K

TypeSH

Market value$6.29M

3.17%

Sole

189.34K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares98.77K

TypeSH

Market value$5.33M

2.69%

Sole

98.77K

Shared

0.00

None

0.00

INNOVATOR ETFS TRUST

SOLE

QUITY MANAGD FLR

Shares151.32K

TypeSH

Market value$4.75M

2.40%

Sole

151.32K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares27.21K

TypeSH

Market value$4.69M

2.36%

Sole

27.21K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares44.63K

TypeSH

Market value$4.67M

2.35%

Sole

44.63K

Shared

0.00

None

0.00

FIRST TR MORNINGSTAR DIVID L

SOLE

SHS

Shares103.74K

TypeSH

Market value$4.51M

2.27%

Sole

103.74K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CONV BD ETF

Shares48.11K

TypeSH

Market value$4.02M

2.03%

Sole

48.11K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares34.13K

TypeSH

Market value$3.96M

2.00%

Sole

34.13K

Shared

0.00

None

0.00

ISHARES TR

SOLE

BROAD USD HIGH

Shares103.30K

TypeSH

Market value$3.80M

1.92%

Sole

103.30K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares6.61K

TypeSH

Market value$3.71M

1.87%

Sole

6.61K

Shared

0.00

None

0.00

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares39.05K

TypeSH

Market value$3.61M

1.82%

Sole

39.05K

Shared

0.00

None

0.00

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares40.07K

TypeSH

Market value$3.59M

1.81%

Sole

40.07K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares56.99K

TypeSH

Market value$3.33M

1.68%

Sole

56.99K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares14.50K

TypeSH

Market value$3.22M

1.62%

Sole

14.50K

Shared

0.00

None

0.00

CITIGROUP INC

SOLE

COM NEW

Shares32.97K

TypeSH

Market value$2.34M

1.18%

Sole

32.97K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares30.57K

TypeSH

Market value$2.31M

1.17%

Sole

30.57K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares11.81K

TypeSH

Market value$2.29M

1.15%

Sole

11.81K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares7.58K

TypeSH

Market value$1.96M

0.99%

Sole

7.58K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD STAR FDSSOLE	VG TL INTL STK F	257.56K	SH	$15.99M 8.06%	257.56K
ISHARES TRSOLE	RUS 1000 GRW ETF	43.66K	SH	$15.76M 7.95%	43.66K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	24.66K	SH	$12.67M 6.39%	24.66K
JPMORGAN CHASE & CO.SOLE	COM	44.48K	SH	$10.91M 5.50%	44.48K
ELI LILLY & COSOLE	COM	9.66K	SH	$7.98M 4.02%	9.66K
VANGUARD INDEX FDSSOLE	VALUE ETF	37.48K	SH	$6.48M 3.26%	37.48K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	95.30K	SH	$6.32M 3.19%	95.30K
SPDR SER TRSOLE	PORTFOLIO INTRMD	189.34K	SH	$6.29M 3.17%	189.34K
ISHARES INCSOLE	CORE MSCI EMKT	98.77K	SH	$5.33M 2.69%	98.77K
INNOVATOR ETFS TRUSTSOLE	QUITY MANAGD FLR	151.32K	SH	$4.75M 2.40%	151.32K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	27.21K	SH	$4.69M 2.36%	27.21K
ISHARES TRSOLE	CORE S&P SCP ETF	44.63K	SH	$4.67M 2.35%	44.63K
FIRST TR MORNINGSTAR DIVID LSOLE	SHS	103.74K	SH	$4.51M 2.27%	103.74K
ISHARES TRSOLE	CONV BD ETF	48.11K	SH	$4.02M 2.03%	48.11K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	34.13K	SH	$3.96M 2.00%	34.13K
ISHARES TRSOLE	BROAD USD HIGH	103.30K	SH	$3.80M 1.92%	103.30K
SPDR S&P 500 ETF TRSOLE	TR UNIT	6.61K	SH	$3.71M 1.87%	6.61K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	39.05K	SH	$3.61M 1.82%	39.05K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	40.07K	SH	$3.59M 1.81%	40.07K
ISHARES TRSOLE	CORE S&P MCP ETF	56.99K	SH	$3.33M 1.68%	56.99K
APPLE INCSOLE	COM	14.50K	SH	$3.22M 1.62%	14.50K
CITIGROUP INCSOLE	COM NEW	32.97K	SH	$2.34M 1.18%	32.97K
ISHARES TRSOLE	CORE MSCI EAFE	30.57K	SH	$2.31M 1.17%	30.57K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	11.81K	SH	$2.29M 1.15%	11.81K
VANGUARD INDEX FDSSOLE	MID CAP ETF	7.58K	SH	$1.96M 0.99%	7.58K

Page 1 of 5

…