Weitzel Financial Services, Inc.
Q3 2025 13F Holdings
- Locationdubuque, IA
- Num holdings
48
- Value ($000)
$246,126
- Date Filed10/14/2025
- Form type13F-HR
- CIK0001846789
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S P 1500 CMPST ST ETF | PORTFOLIO S&P1500 | 78464A805 | $53.45 M | 22 % | 669,240 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | VAN FTSE DEV MKT | 921943858 | $35.94 M | 15 % | 602,259 | ||
KRE SPDR AGGREGATE BOND ETF | PORTFOLIO AGRGTE | 78464A649 | $17.53 M | 7 % | 675,717 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | US DIVIDENT EQ | 808524797 | $16.81 M | 7 % | 630,033 | ||
AOM ISHARES CORE 40 60 MOD ALL ETF | CORE 40/60 MODER | 464289875 | $13.65 M | 6 % | 288,776 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF | TOTAL INT BD ETF | 92203J407 | $12.21 M | 5 % | 245,964 | ||
LMBS FRST TRT LOW DTN OPNTS ETF IV | FST LOW OPPT EFT | 33739Q200 | $12.14 M | 5 % | 242,730 | ||
NDQ INVSC QQQ TRUST SRS 1 ETF | UNIT SER 1 | 46090E103 | $10.30 M | 4 % | 17,234 | ||
MUB ISHARES NATIONAL MUNI BOND ETF | NATIONAL MUN ETF | 464288414 | $10.04 M | 4 % | 93,879 | ||
RDVY FT RISING DIVIDEND ACHIEVERS ETF | RISING DIVD ACHIV | 33738R506 | $9.41 M | 4 % | 142,187 |
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