VanWeelden Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
West Chester Township, OH
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
19
Total value ($000)
$121,551
Net value change ($000)
—
New positions
19
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CPRY 17,195 —
BIL 14,993 —
TBIL 14,019 —
BFRZ 14,012 —
GBIL 13,803 —
ZJUN 13,514 —
CPNJ 13,487 —
SGOV 7,223 —
SHV 7,150 —
PG 1,636 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type