Long-term investor
Weitzel Financial Services, Inc. @weitzelfinancialservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846789).
Record
- Tracked since 2025-06-30 (445 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPTM · 21.0% · long · since 2025-06-30
- VEA · 14.7% · long · since 2025-06-30
- SCHD · 7.8% · long · since 2025-06-30
- SPAB · 6.4% · long · since 2025-06-30
- AOM · 5.3% · long · since 2025-06-30
- 46090E103 · 4.5% · long · since 2025-06-30
- LMBS · 4.5% · long · since 2025-06-30
- BNDX · 4.4% · long · since 2025-06-30
- RDVY · 4.2% · long · since 2025-06-30
- VTI · 3.9% · long · since 2025-06-30
- MUB · 3.5% · long · since 2025-06-30
- VDC · 3.0% · long · since 2025-06-30