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Weitzel Financial Services - Q3 2026 13F Filings

WE

Weitzel Financial Services, Inc.

CIK: 0001846789
Address: Iowa Dubuque 2200 John F. Kennedy Rd. Ste 103
$297.52 M
Portfolio Value
53
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. SPAB Spdr Portfolio Aggregate Bond Etf
+$982,732.79
2. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
+$630,420.56
3. BNDX Vanguard Total International Bond Etf
+$472,775.37
4. LMBS First Trust Low Duration Opportunities Etf
+$443,693.11
5. VEA Vanguard Ftse Developed Markets Etf
+$418,730.17

Top Sells

Q3 2026
1. ETN Eaton Corporation PLC
−$4.92 M
2. SPEM Spdr Portfolio Emerging Markets Etf
−$123,885.36
3. FLXS Flexsteel Industries
−$86,283.48
4. VIG Vanguard Dividend Appreciation Etf
−$16,666.5
5. EMXC Ishares Msci Emerging Markets Ex China Etf
−$8,588.5

Asset Allocation

Stocks/ETFs
+1.18%
$297.52 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Weitzel Financial Services Q3 2026 Filing Summary

Weitzel Financial Services, Inc. filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 297.52 M reflecting a +1.16% change from the prior quarter, spanning 53 assets. The top 10 holdings comprised 77.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Weitzel Financial Services’s Q3 2026 Filing

Weitzel Financial Services submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Weitzel Financial Services reported a managed portfolio value of 297.52 M, consisting of 53 individual positions.

This page displays the raw filing documents. To see which stocks Weitzel Financial Services bought or sold during Q3 2026, please visit Weitzel Financial Services's Portfolio Analysis page.