Weitzel Financial Services, Inc.
Q4 2025 13F Holdings
- Locationdubuque, IA
- Num holdings
47
- Value ($000)
$258,400
- Date Filed02/03/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ST SRT SPDR PTFL S&P 1500 CMPST ETF | STATE STREET SPD | 78464A805 | $55.49M | 22 % | 671,114 | ||
VANGUARD FTSE DEVELOPED MARKETS ETF | VAN FTSE DEV MKT | 921943858 | $38.68M | 15 % | 612,103 | ||
SCHWAB US DIVIDEND EQUITY ETF | US DIVIDENT EQ | 808524797 | $18.23M | 7 % | 657,547 | ||
ST SRT SPDR PRTFL AGRGT BD ET ETF IV | STATE STREET SPD | 78464A649 | $17.88M | 7 % | 694,649 | ||
ISHARES CORE 40 60 MOD ALL ETF | CORE 40/60 MODER | 464289875 | $14.42M | 6 % | 301,264 | ||
FRST TRT LOW DTN OPNTS ETF IV | FST LOW OPPT EFT | 33739Q200 | $12.49M | 5 % | 250,129 | ||
VANGUARD TOTAL INTERNATIONAL BND ETF | TOTAL INT BD ETF | 92203J407 | $12.07M | 5 % | 249,864 | ||
INVSC QQQ TRUST SRS 1 ETF | UNIT SER 1 | 46090E103 | $10.86M | 4 % | 17,714 | ||
FT RISING DIVIDEND ACHIEVERS ETF | RISING DIVD ACHIV | 33738R506 | $10.18M | 4 % | 145,111 | ||
ISHARES NATIONAL MUNI BOND ETF | NATIONAL MUN ETF | 464288414 | $9.93M | 4 % | 92,563 |
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