Jacqueline Stoffel

Weitzel Financial Services, Inc.

Assets Managed

$294.11M

Holdings

Last Quarter

2026 - Q2

Filed Date

8d ago

Growth Rate

10.83%(2Q avg: 6.77%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Weitzel Financial Services, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 51 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 294.11M in assets, with a quarterly growth rate of 10.83% and a 2-quarter average growth rate of 6.77%. The portfolio is managed by Jacqueline Stoffel, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPTM Spdr Portfolio S&p 1500 Comp Recent Activity Increased 0.78%	21%	$61.75M 684,063 shares@ $90.28 avg price	Increased 0.78%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 0.78%	14.75%	$43.368M 614,381 shares@ $70.59 avg price	Increased 0.78%
SCHD Schwab Us Dvd Equity Etf Recent Activity Increased 3.76%	7.77%	$22.824M 709,142 shares@ $32.19 avg price	Increased 3.76%
SPAB Spdr Portfolio Aggregate Bon Recent Activity Increased 4.49%	6.42%	$18.872M 743,151 shares@ $25.4 avg price	Increased 4.49%
AOM Ishares Core Moderate Alloca Recent Activity Increased 0.86%	5.3%	$15.572M 315,749 shares@ $49.32 avg price	Increased 0.86%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 1.34%	4.53%	$13.311M 18,714 shares@ $711.27 avg price	Increased 1.34%
LMBS First Trust Low Duration Opp Recent Activity Increased 1.22%	4.52%	$13.287M 267,156 shares@ $49.74 avg price	Increased 1.22%
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 2.49%	4.4%	$12.925M 267,894 shares@ $48.25 avg price	Increased 2.49%
RDVY First Trust Rising Dividend Recent Activity Increased 3.05%	4.16%	$12.22M 152,954 shares@ $79.9 avg price	Increased 3.05%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 5.38%	3.86%	$11.34M 30,853 shares@ $367.57 avg price	Increased 5.38%

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