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Weitzel Financial Services, Inc.
Weitzel Financial Services, Inc. is a Registered Investment Advisor and Independent Broker/Dealer headquartered in Dubuque, Iowa. Founded in 1991 by Timothy J. Weitzel, the firm offers personalized financial advisory and investment management services throughout the Tri-State area and beyond. It employs approximately 3 people and is dedicated to providing individualized, unbiased advice to help clients meet their long-term financial goals through proper asset allocation and a value-oriented approach. The firm serves individuals, families, and businesses, emphasizing integrity, transparency, and a strict fiduciary duty to act in clients' best interests.
Investment Strategy
Weitzel Financial Services, Inc. employs a long-term, low turnover investment approach, focusing on consistent investing and the time-tested principles of proper asset allocation. The firm rejects speculation and market timing, aiming instead for value-oriented strategies rooted in integrity and a client-first philosophy. Clients benefit from diversified portfolios and have access to a broad selection of investment opportunities rather than limited proprietary products. The firm's philosophy centers on honesty, transparency, and helping clients achieve financial goals through sound, individualized financial decisions.
Latest 13F Filing Activity
Weitzel Financial Services, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 48 equity positions with a total 13F market value of $246M. The fund increased holdings in SPDR Portfolio S P 1500 CMPST ST Etf, Vanguard Ftse Developed Markets Etf, Ishares Core 40 60 Mod All Etf among other positions. Weitzel Financial Services, Inc. reduced exposure to Deere & Co., First Trust Managed Municipal Etf, Vanguard Consumer Staples Etf among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR PORTFOLIO S P 1500 CMPST ST ETF | 21.72% | $53.5M | 669,240 | $54.52 | $80.65 | +$1.9M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 14.60% | $35.9M | 602,259 | $50.27 | $59.92 | +$1.7M |
S SPAB | SPDR AGGREGATE BOND ETF | 7.12% | $17.5M | 675,717 | $25.86 | $25.85 | +$611.4K |
S SCHD | SCHWAB US DIVIDEND EQUITY ETF | 6.83% | $16.8M | 630,033 | $24.44 | $27.30 | +$494.8K |
A AOM | ISHARES CORE 40 60 MOD ALL ETF | 5.55% | $13.6M | 288,776 | $41.29 | $47.58 | +$805.4K |
Industry Allocation
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