VanWeelden Wealth Management, LLC
RIA/Wealth
VanWeelden Wealth Management, LLC is a RIA/Wealth based in West Chester Township, OH led by John Douglas Vanweelden, reporting $104.0M in AUM as of Q3 2025 with 92% ETF concentration, 98% concentrated in top 10 holdings, and 20% allocation to BIL.
PresidentJohn Douglas Vanweelden
- Portfolio Value
- $76.8M
- Positions
- 16
- Top Holding
- BIL at 19.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VanWeelden Wealth Management, LLC's portfolio (97.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.0M | 19.51% | -$240.5K Sold | — 163.4K shares | |
ETF ETF | $14.0M | 18.25% | +$72.6K Bought | — 280.4K shares | |
ETF ETF | $13.8M | 17.97% | +$13.8M Bought | — 137.7K shares | |
ETF ETF | $13.5M | 17.55% | +$506.0K Bought | — 506.1K shares | |
ETF ETF | $7.2M | 9.40% | +$1.1M Bought | — 71.7K shares | |
ETF ETF | $7.1M | 9.31% | +$1.2M Bought | — 64.7K shares | |
Household & Personal Products Consumer Defensive | $1.6M | 2.13% | -$246.8K Sold | 0.00% 10.6K shares | |
Unknown Unknown | $1.5M | 2.00% | -$8.0K Sold | — 51.8K shares | |
Software - Infrastructure Technology | $854.9K | 1.11% | +$517.8 Bought | 0.00% 1.7K shares | |
Consumer Electronics Technology | $482.3K | 0.63% | +$140.0K Bought | 0.00% 1.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VanWeelden Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+40.92% | |
+19.87% | |
+18.05% | |
+3.9% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-13.11% | |
-9.41% | |
-1.58% | |
-0.52% |
Analytics
Portfolio insights and performance metrics for VanWeelden Wealth Management, LLC
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