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Vanweelden Wealth Management - Q4 2025 13F Filings

VA

Vanweelden Wealth Management, LLC

CIK: 0001740451
Address: Ohio West Chester Township 8905 Cincinnati Dayton Rd
$127.31 M
Portfolio Value
21
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. CPRY Clmos R 2000 S A P Etf - Jan
+$17.14 M
2. ZJUN Innovator Equity Defined Protection Etf - 1 Yr June
+$14.12 M
3. JPST Jpmorgan Ultra-Short Income Etf
+$9.45 M
4. CBTO Calamos Bitcoin 80 Series Structured Alt Protection Etf - October
+$5.7 M
5. SGOV Ishares 0-3 Month Treasury Bond Etf
+$1.35 M
6. SHV Ishares Short Treasury Bond Etf
+$1.32 M
7. GBIL Access Treasury 0-1 Year Etf
+$671,496.86

Top Sells

Q4 2025
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
−$14.43 M
2. CPRY Clmos R 2000 S A P Etf - Jan
−$680,017.7
3. TSLA Tesla
−$208,574
4. AAPL Apple
−$49,206.96
5. PG The Procter & Gamble Company
−$26,083.54
6. GNL Global Net Lease
−$22,076.23

Asset Allocation

Stocks/ETFs
+40.62%
$124.99 M 98.18%
Options
$0 0.00%
Debt
$0 0.00%
Other
-92.91%
$2.32 M 1.82%

Sector Allocation (Stocks)

Vanweelden Wealth Management Q4 2025 Filing Summary

Vanweelden Wealth Management, LLC filed its 13F report for Q4 2025 on February 02, 2026. The portfolio totaled 127.31 M reflecting a +4.74% change from the prior quarter, spanning 21 assets. The top 10 holdings comprised 96.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 1 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Vanweelden Wealth Management’s Q4 2025 Filing

Vanweelden Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/02/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Vanweelden Wealth Management reported a managed portfolio value of 127.31 M, consisting of 21 individual positions.

This page displays the raw filing documents. To see which stocks Vanweelden Wealth Management bought or sold during Q4 2025, please visit Vanweelden Wealth Management's Portfolio Analysis page.