Van Hulzen Asset Management, LLC
All 13F Filings
- Location
- El Dorado Hills, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,345,821
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 362 | 1,345,821 | 13F-HR | Van Hulzen Asset Management, LLC |
| Q4 2025 | 2/6/2026 | 338 | 1,362,440 | 13F-HR | Van Hulzen Asset Management, LLC |
| Q3 2025 | 11/13/2025 | 335 | 1,345,467 | 13F-HR | Van Hulzen Asset Management, LLC |
| Q2 2025 | 8/13/2025 | 323 | 1,198,621 | 13F-HR | Van Hulzen Asset Management, LLC |
| Q1 2014 | 5/13/2014 | 83 | 98,891 | 13F-HR | Van Hulzen Asset Management, LLC |
| Q4 2013 | 2/14/2014 | 101 | 115,702 | 13F-HR | Van Hulzen Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.056 M | 78.8% | 0 | 149.7 K | -149.7 K |
| ETFs | 279.8 K | 20.9% | 137.2 K | 0 | 137.2 K |
| Debt | 3.569 K | 0.3% | 2.096 K | 0 | 2.096 K |
| Other | 0 | 0.0% | 0 | 6.508 K | -6.508 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
1,345,821
Holdings
362
QoQ value change ($000)
-16,619
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.