Quick Takeaways
- VanWeelden Wealth Management, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $127,307,129.
- Info
- Portfolio
13F Filings History of VanWeelden Wealth Management, LLC
- Latest 13F report
- Q4 2025 - 02 Feb 2026
- Value $
- $127,307,129
- 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 21 stock holdings with total value $127,307,129 as of Q4 2025. Top holdings included CPRY, BFRZ, GBIL, TBIL, and ZJUN.
Follow Filing Activity
Follow VanWeelden Wealth Management, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 02 Feb 2026, 09:40.
- Reported value moved from $121,550,932 to $127,307,129.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 21 | $127,307,129 | +$19,966,765 | -$15,455,559 | +$4,511,206 | CPRY, BFRZ, GBIL, TBIL, ZJUN | 13F-HR | 02 Feb 2026, 09:40 |
| Q3 2025 | 19 | $121,550,932 | +$57,528,588 | -$49,864,147 | +$7,664,441 | CPRY, BIL, TBIL, BFRZ, GBIL | 13F-HR | 03 Nov 2025, 09:36 |
| Q1 2025 | 18 | $112,401,676 | +$67,635,005 | -$66,313,562 | +$1,321,443 | TJAN, ZDEK, CPNQ, CPRY, BIL | 13F-HR | 22 Apr 2025, 08:57 |
| Q4 2024 | 22 | $110,690,637 | +$62,117,573 | -$67,689,976 | -$5,572,403 | TBIL, APOC, BIL, CPNS, CPSO | 13F-HR | 10 Feb 2025, 10:08 |
| Q2 2024 | 20 | $116,391,384 | $0 | $0 | $0 | CPRY, BIL, TBIL, GBIL, CPNJ | 13F-HR | 10 Jul 2025, 10:11 |