Weitzel Financial Services, Inc.
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$265.4M
Holdings
51
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E
Q1 2026: New position (5.7k shares)
20.3%
02
$VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
Held since at least Q1 2024
14.9%
03
$SCHD
SCHWAB U.S. DIVIDEND EQUITY ETF
Held since at least Q1 2024
7.9%
04
$SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF
Held since at least Q1 2024
6.8%
05
$AOM
ISHARES CORE 40/60 MODERATE ALLOCATION ETF
Held since at least Q1 2024
5.6%
06
$LMBS
FIRST TRUST LOW DURATIONOPPORTUNITIES ETF
Held since at least Q1 2024
4.9%
07
$BNDX
VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES
Held since at least Q1 2024
4.7%
08
$NDQ
INVESCO QQQ TR
Q1 2026: New position (1.1k shares)
4.0%
09
$MSFT
MICROSOFT CORP
Q1 2026: New position (19.0k shares)
4.0%
10
$RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Q1 2026: New position (19.1k shares)
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:45 UTC.