Wetzel Investment Advisors, Inc. reported 52 positions worth $67.05M for the quarter ended Sep 30, 2026, up 1.9% on the prior quarter. It opened 2 new positions, added to 17, trimmed 17 and exited 6. Its largest holding is Jpmorgan Chase & Co at 19.4% 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 |
|---|---|---|---|---|
| APA APA Corp | +6,904 | +26.6% | $286.79K | 2.04% |
| PSX Phillips 66 | +1,046 | – | $267.05K | 0.398% |
| CVX Chevron Corp | +1,174 | – | $239.74K | 0.358% |
| NVDA Nvidia Corp | +185 | +2.0% | $42.30K | 3.17% |
| PFE Pfizer Inc | +1,370 | +7.1% | $39.07K | 0.884% |
| MPC Marathon Petroleum Corp | +91 | +1.2% | $35.98K | 4.45% |
| MU Micron Technology Inc | +27 | +3.1% | $28.76K | 1.42% |
| JXN Jackson Financial Inc. | +200 | +2.2% | $25.86K | 1.79% |
| KHC Kraft Heinz Co | +800 | +5.9% | $18.18K | 0.486% |
| XOM ExxonMobil Holdings Corp | +100 | +1.8% | $16.27K | 1.37% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLW Corning Inc | -1,174 | -100.0% | $299.87K | Exited |
| GE General Electric Co | -615 | -100.0% | $229.84K | Exited |
| AEE Ameren Corp | -2,000 | -100.0% | $226.08K | Exited |
| TSLA Tesla, Inc. | -522 | -100.0% | $219.55K | Exited |
| TJX Tjx Companies Inc | -1,380 | -100.0% | $209.07K | Exited |
| APD Air Products & Chemicals, Inc. | -707 | -100.0% | $207.28K | Exited |
| AAPL Apple Inc. | -421 | -3.2% | $140.20K | 6.38% |
| MSFT Microsoft Corp | -261 | -6.7% | $133.87K | 2.79% |
| LLY ELI LILLY & Co | -78 | -0.7% | $90.25K | 19.29% |
| HD Home Depot, Inc. | -99 | -9.9% | $28.16K | 0.381% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GLW Corning Inc | -1,174 | $299.87K | 0.456% |
| GE General Electric Co | -615 | $229.84K | 0.349% |
| AEE Ameren Corp | -2,000 | $226.08K | 0.344% |
| TSLA Tesla, Inc. | -522 | $219.55K | 0.334% |
| TJX Tjx Companies Inc | -1,380 | $209.07K | 0.318% |
| APD Air Products & Chemicals, Inc. | -707 | $207.28K | 0.315% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPM Jpmorgan Chase & Co | Financial Services | 39.3K | $13.00M | 19.39% | -10 | 0.0% | Reduced | 0% |
| 2 | LLY ELI LILLY & Co | Healthcare | 11.2K | $12.93M | 19.29% | -78 | -0.7% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 12.8K | $4.28M | 6.38% | -421 | -3.2% | Reduced | 0% |
| 4 | C Citigroup Inc | Others | 27.7K | $3.59M | 5.36% | +100 | +0.4% | Added | 0% |
| 5 | MPC Marathon Petroleum Corp | Energy | 7,537 | $2.98M | 4.45% | +91 | +1.2% | Added | 0% |
| 6 | NVDA Nvidia Corp | Technology | 9,288 | $2.12M | 3.17% | +185 | +2.0% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 3,649 | $1.87M | 2.79% | -261 | -6.7% | Reduced | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 5,203 | $1.79M | 2.67% | +26 | +0.5% | Added | 0% |
| 9 | WMT Walmart Inc. | Consumer Staples | 15.4K | $1.60M | 2.39% | +27 | +0.2% | Added | 0% |
| 10 | APA APA Corp | Energy | 32.9K | $1.37M | 2.04% | +6,904 | +26.6% | Added | 0.01% |
| 11 | JXN Jackson Financial Inc. | Financial Services | 9,300 | $1.20M | 1.79% | +200 | +2.2% | Added | 0.01% |
| 12 | ETN Eaton Corp plc | Industrials | 2,653 | $1.14M | 1.7% | +5 | +0.2% | Added | 0% |
| 13 | PRU Prudential Financial Inc | Financial Services | 9,883 | $1.12M | 1.67% | 0 | 0.0% | Unchanged | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 3,944 | $1.04M | 1.56% | +11 | +0.3% | Added | 0% |
| 15 | AVGO Broadcom Inc. | Technology | 2,972 | $1.04M | 1.56% | +31 | +1.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Wetzel Investment Advisors.
As of its Q3 2026 13F filing, Wetzel Investment Advisors, Inc.’s five largest positions were Jpmorgan Chase & Co (JPM) at 19.4%, ELI LILLY & Co (LLY) at 19.3%, Apple Inc. (AAPL) at 6.4%, Citigroup Inc (C) at 5.4%, Marathon Petroleum Corp (MPC) at 4.4% of the reported portfolio.
Wetzel Investment Advisors, Inc. reported a 13F portfolio worth $67.05M across 52 positions for Q3 2026. That is up 1.9% from the previous quarter.
Its largest purchases by value were APA Corp ($286.79K), Phillips 66 ($267.05K), Chevron Corp ($239.74K). It opened 2 new positions.
Its largest sales by value were Corning Inc ($299.87K), General Electric Co ($229.84K), Ameren Corp ($226.08K). It exited 6 positions entirely.
From the Form 13F-HR reports Wetzel Investment Advisors, 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.