Weitzel Financial Services, Inc.
Q2 2025 13F Holdings
- Locationdubuque, IA
- Num holdings
48
- Value ($000)
$236,228
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S P 1500 CMPST ST ETF | PORTFOLIO S&P1500 | 78464A805 | $51.52M | 22 % | 667,792 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | VAN FTSE DEV MKT | 921943858 | $34.22M | 15 % | 591,661 | ||
KRE SPDR AGGREGATE BOND ETF | PORTFOLIO AGRGTE | 78464A649 | $16.92M | 7 % | 661,917 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | US DIVIDENT EQ | 808524797 | $16.31M | 7 % | 609,545 | ||
AOM ISHARES CORE 40 60 MOD ALL ETF | CORE 40/60 MODER | 464289875 | $12.84M | 5 % | 277,568 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF | TOTAL INT BD ETF | 92203J407 | $11.94M | 5 % | 241,947 | ||
LMBS FRST TRT LOW DTN OPNTS ETF IV | FST LOW OPPT EFT | 33739Q200 | $11.70M | 5 % | 236,607 | ||
MUB ISHARES NATIONAL MUNI BOND ETF | NATIONAL MUN ETF | 464288414 | $9.83M | 4 % | 94,419 | ||
NDQ INVESCO QQQ ETF | UNIT SER 1 | 46090E103 | $9.79M | 4 % | 17,006 | ||
RDVY FT RISING DIVIDEND ACHIEVERS ETF | RISING DIVD ACHIV | 33738R506 | $8.98M | 4 % | 140,311 |
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