VanWeelden Wealth Management, LLC
All 13F Filings
- Location
- West Chester Township, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 134,567
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 19 | 134,567 | 13F-HR | VanWeelden Wealth Management, LLC |
| Q1 2026 | 5/12/2026 | 31 | 125,401 | 13F-HR | VanWeelden Wealth Management, LLC |
| Q4 2025 | 2/2/2026 | 21 | 127,307 | 13F-HR | VanWeelden Wealth Management, LLC |
| Q3 2025 | 11/3/2025 | 19 | 121,551 | 13F-HR | VanWeelden Wealth Management, LLC |
| Q2 2024 | 7/10/2025 | 20 | 116,659 | 13F-HR | VanWeelden Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 90.66 K | 67.4% | 32.55 K | 0 | 32.55 K |
| ETFs | 43.91 K | 32.6% | 0 | 23.38 K | -23.38 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
134,567
Holdings
19
QoQ value change ($000)
9,166
(7.3%)
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.