Weitzel Financial Services, Inc.: 13F holdings
CIK 18467892026Q2
| Positions | 51 |
|---|---|
| Reported value | $294.1m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | 684,063 | $61.8m | 21.0% |
| VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 614,381 | $43.4m | 14.7% |
| SCHD SCHWAB U.S. DIVIDEND EQUITY ETF | 709,142 | $22.8m | 7.8% |
| SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | 743,151 | $18.9m | 6.4% |
| AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF | 315,749 | $15.6m | 5.3% |
| QQQ INVESCO QQQ TR | 18,714 | $13.3m | 4.5% |
| LMBS FIRST TRUST LOW DURATIONOPPORTUNITIES ETF | 267,156 | $13.3m | 4.5% |
| BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | 267,894 | $12.9m | 4.4% |
| RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 152,954 | $12.2m | 4.2% |
| VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 30,853 | $11.3m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846789")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.