Notify me when Weitzel Financial Services, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 47 | $258,400,412 | +$6,034,562 | -$563,653 | +$5,470,909 | SPTM, VEA, SCHD, SPAB, AOM | 13F-HR | 03 Feb 2026, 15:25 |
| Q3 2025 | 48 | $246,125,887 | +$5,295,024 | -$581,052 | +$4,713,972 | SPTM, VEA, SPAB, SCHD, AOM | 13F-HR | 14 Oct 2025, 15:55 |
| Q2 2025 | 48 | $236,228,037 | +$7,839,969 | -$1,423,496 | +$6,416,473 | SPTM, VEA, SPAB, SCHD, AOM | 13F-HR | 12 Aug 2025, 17:25 |
| Q1 2025 | 38 | $208,338,692 | +$8,601,431 | -$4,969,864 | +$3,631,567 | SPTM, VEA, SPAB, SCHD, LMBS | 13F-HR | 15 May 2025, 14:53 |
| Q4 2024 | 41 | $212,152,890 | +$15,234,004 | -$2,797,792 | +$12,436,212 | SPTM, VEA, SCHD, BNDX, SPAB | 13F-HR | 14 Feb 2025, 11:49 |
| Q3 2024 | 41 | $213,005,120 | +$3,484,686 | -$1,688,272 | +$1,796,414 | SPTM, VEA, SCHD, BNDX, SPAB | 13F-HR | 31 Oct 2024, 17:05 |
| Q2 2024 | 42 | $200,410,626 | +$3,046,331 | -$927,281 | +$2,119,050 | SPTM, VEA, SCHD, BNDX, SPAB | 13F-HR | 06 Aug 2024, 16:15 |
| Q1 2024 | 41 | $197,954,359 | +$10,190,761 | -$6,351,201 | +$3,839,560 | SPTM, VEA, SCHD, BNDX, SPAB | 13F-HR | 10 Apr 2024, 15:41 |
| Q4 2023 | 39 | $186,349,836 | +$2,838,780 | -$3,338,554 | -$499,774 | SPTM, VEA, BNDX, LMBS, SCHD | 13F-HR | 14 Feb 2024, 15:38 |
| Q3 2023 | 38 | $171,187,034 | +$21,332,396 | -$17,884,990 | +$3,447,406 | SPTM, VEA, LMBS, BNDX, SCHD | 13F-HR | 09 Nov 2023, 11:25 |
| Q2 2023 | 38 | $176,126,578 | +$6,547,014 | -$545,878 | +$6,001,136 | SPTM, VEA, VDC, LMBS, BNDX | 13F-HR | 07 Jul 2023, 11:59 |
| Q1 2023 | 38 | $166,339,498 | +$8,857,984 | -$5,545,748 | +$3,312,236 | SPTM, VEA, VDC, LMBS, BNDX | 13F-HR | 05 Apr 2023, 13:46 |
| Q4 2022 | 31 | $156,606,775 | +$11,064,377 | -$6,501,781 | +$4,562,596 | SPTM, VEA, VDC, LMBS, BNDX | 13F-HR | 10 Feb 2023, 14:32 |
| Q3 2022 | 35 | $142,409,533 | +$4,382,250 | -$2,637,403 | +$1,744,847 | SPTM, VEA, LMBS, VDC, BNDX | 13F-HR | 21 Oct 2022, 14:46 |
| Q2 2022 | 34 | $148,197,641 | +$32,503,799 | -$22,832,095 | +$9,671,704 | SPTM, VEA, LMBS, VDC, BNDX | 13F-HR | 11 Jul 2022, 17:28 |
| Q1 2022 | 33 | $156,529,870 | +$12,477,017 | -$6,112,186 | +$6,364,831 | SPTM, VEA, SPAB, BNDX, LMBS | 13F-HR | 07 Apr 2022, 16:03 |
| Q4 2021 | 32 | $110,409,803 | +$6,276,084 | -$182,551 | +$6,093,533 | VEA, SPAB, LMBS, BNDX, MUB | 13F-HR | 13 Jan 2022, 16:19 |
| Q3 2021 | 28 | $103,857,737 | +$398,474 | -$458,396,182 | -$457,997,708 | VEA, SPAB, LMBS, BNDX, EMB | 13F-HR | 07 Oct 2021, 15:26 |
| Q2 2021 | 29 | $523,248,000 | $0 | $0 | $0 | SPAB, QQQJ | 13F-HR | 27 Jul 2021, 12:23 |
| Q1 2021 | 26 | $142,832,000 | +$8,213,927 | -$875,499 | +$7,338,428 | SPTM, VEA, SPAB, SPYV, LMBS | 13F-HR | 14 May 2021, 12:10 |
| Q4 2020 | 27 | $133,990,000 | $0 | $0 | $0 | SPTM, VEA, SPAB, SPYV, LMBS | 13F-HR | 22 Feb 2021, 16:09 |