VanWeelden Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 3, 2025
Value $
$122M
Signature - Title
John VanWeelden - Chief Compliance Officer
Location
West Chester Township, OH
Summary
This page shows a list of all the recent 13F filings made by VanWeelden Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VanWeelden Wealth Management, LLC reported 19 stock holdings with total value $122M as of Q3 2025. Top holdings included CPRY, BIL, TBIL, BFRZ, and GBIL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 19 $122M +$57.5M -$49.9M +$7.66M CPRY, BIL, TBIL, BFRZ, GBIL 13F-HR 11/3/2025, 09:36 AM
Q1 2025 18 $112M +$67.6M -$66.3M +$1.32M TJAN, ZDEK, CPNQ, CPRY, BIL 13F-HR 4/22/2025, 08:57 AM
Q4 2024 22 $111M +$62.1M -$67.7M -$5.57M TBIL, APOC, BIL, CPNS, CPSO 13F-HR 2/10/2025, 10:08 AM
Q2 2024 20 $116M $0 $0 CPRY, BIL, TBIL, GBIL, CPNJ 13F-HR 7/10/2025, 10:11 AM