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Jacqueline Stoffel

Weitzel Financial Services, Inc.

Assets Managed
$265.384M
Holdings
50
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
2.71%(2Q avg: 3.85%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Weitzel Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Weitzel Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 265.384M in assets, with a quarterly growth rate of 2.71% and a 2-quarter average growth rate of 3.85%. The portfolio is managed by Jacqueline Stoffel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 1.15%
20.35%
$54M
678,821 shares@ $79.56 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.39%
14.94%
$39.628M
609,677 shares@ $65.0 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 3.95%
7.9%
$20.955M
683,477 shares@ $30.66 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 2.4%
6.85%
$18.159M
711,263 shares@ $25.54 avg price
AOM
Ishares Core Moderate Alloca
Recent Activity
Increased 3.93%
5.6%
$14.846M
313,078 shares@ $47.42 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 5.53%
4.92%
$13.036M
263,945 shares@ $49.4 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 4.62%
4.74%
$12.557M
261,407 shares@ $48.04 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.26%
4.05%
$10.734M
18,467 shares@ $581.26 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 2.29%
3.85%
$10.205M
148,434 shares@ $68.75 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 0.97%
3.75%
$9.93M
93,460 shares@ $106.26 avg price

1-10 of 50