Van Hulzen Asset Management, LLC

All 13F Filings

Location
El Dorado Hills, CA
Most recent 13F
Q2 2026
Holdings value ($000)
1,405,517
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/13/2026 387 1,405,517 13F-HR Van Hulzen Asset Management, LLC
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 1.097 M 78.4% 41.26 K 0 41.26 K
ETFs 299.3 K 21.4% 19.52 K 0 19.52 K
Debt 3.617 K 0.3% 48 0 48
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
1,405,517
Holdings
387
QoQ value change ($000)
59,696 (4.4%)
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.