AI Analysis · Q1 2026 · Q1 2026
Based on the SEC 13F filing data provided for VanWeelden Wealth Management, LLC for the period ending September 30, 2025, here is a comprehensive financial analysis.
1. Portfolio Overview
VanWeelden Wealth Management manages a concentrated portfolio totaling approximately $89.39 million spread across only 9 holdings. This indicates a high-conviction strategy with minimal diversification across individual tickers. The firm saw a decrease in portfolio value of 6.9% (from $95.99M i...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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