Weitzel Financial Services, Inc. reported 12 positions worth $10.65M for the quarter ended Sep 30, 2026, down 26.1% on the prior quarter. It opened 4 new positions, added to 3, trimmed 1 and exited 1. Its largest holding is Deere & Co at 59.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +497 | – | $255.41K | 2.4% |
| BP Bp Plc | +5,222 | – | $233.77K | 2.2% |
| CAT Caterpillar Inc | +239 | – | $203.67K | 1.91% |
| AAPL Apple Inc. | +601 | – | $200.58K | 1.88% |
| DE Deere & Co | +101 | +1.1% | $68.28K | 59.75% |
| LNT Alliant Energy Corp | +52 | +0.6% | $3.34K | 5.53% |
| F Ford Motor Co | +58 | +0.6% | $696.02 | 1.15% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ETN Eaton Corp plc | -50.8K | $4.92M | 34.13% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DE Deere & Co | Industrials | 9,411 | $6.36M | 59.75% | +101 | +1.1% | Added | 0% |
| 2 | USB Us Bancorp \De\ | Financial Services | 22.9K | $1.32M | 12.4% | 0 | 0.0% | Unchanged | 0% |
| 3 | LNT Alliant Energy Corp | Utilities | 9,155 | $588.42K | 5.53% | +52 | +0.6% | Added | 0% |
| 4 | TSLA Tesla, Inc. | Consumer Discretionary | 1,256 | $467.14K | 4.39% | 0 | 0.0% | Unchanged | 0% |
| 5 | FLXS Flexsteel Industries Inc | Consumer Discretionary | 5,011 | $441.64K | 4.15% | -979 | -16.3% | Reduced | 0.12% |
| 6 | MSFT Microsoft Corp | Technology | 497 | $255.41K | 2.4% | +497 | – | New | 0% |
| 7 | GLD Spdr Gold Trust | Financial Services | 627 | $237.79K | 2.23% | 0 | 0.0% | Unchanged | 0% |
| 8 | BP Bp Plc | Energy | 5,222 | $233.77K | 2.2% | +5,222 | – | New | 0% |
| 9 | HWM Howmet Aerospace Inc. | Industrials | 929 | $214.59K | 2.02% | 0 | 0.0% | Unchanged | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 239 | $203.67K | 1.91% | +239 | – | New | 0% |
| 11 | AAPL Apple Inc. | Technology | 601 | $200.58K | 1.88% | +601 | – | New | 0% |
| 12 | F Ford Motor Co | Consumer Discretionary | 10.2K | $121.98K | 1.15% | +58 | +0.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Weitzel Financial Services.
As of its Q3 2026 13F filing, Weitzel Financial Services, Inc.’s five largest positions were Deere & Co (DE) at 59.8%, Us Bancorp \De\ (USB) at 12.4%, Alliant Energy Corp (LNT) at 5.5%, Tesla, Inc. (TSLA) at 4.4%, Flexsteel Industries Inc (FLXS) at 4.1% of the reported portfolio.
Weitzel Financial Services, Inc. reported a 13F portfolio worth $10.65M across 12 positions for Q3 2026. That is down 26.1% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($255.41K), Bp Plc ($233.77K), Caterpillar Inc ($203.67K). It opened 4 new positions.
Its largest sales by value were Eaton Corp plc ($4.92M), Flexsteel Industries Inc ($86.28K). It exited 1 positions entirely.
From the Form 13F-HR reports Weitzel Financial Services, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.