VanWeelden Wealth Management, LLC

CIK

1740451

Location

WEST CHESTER TOWNSHIP, OH

Portfolio Value

Micro $6,076,287

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,928 / 8,232 ▲ 203

Top Industry

Asset Management 42.9%

3Y Alpha vs SPY

-10.2%

Period ended 2 months ago

Filed May 12, 2026 · 33d

6 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.3%

SPY

+39.3%

Annualised alpha

-10.2%

Max drawdown

−14.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

31.3%

+4.5 pts

Top 5

83.7%

+3.2 pts

Top 10

100.0%

0.0 pts

HHI

1,896

Moderately concentrated+222

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	42.9%	$2,604,188	2
Consumer Defensive	28.7%	$1,746,342	2
Technology	17.2%	$1,043,301	2
Real Estate	4.5%	$274,678	1
Consumer Cyclical	3.4%	$204,810	1
Industrials	3.3%	$202,968	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	+2,461	53,726	$1,904,049
PSLV	Sprott Physical Silver Trust	+2,332	28,706	$700,139
MCD	Mcdonalds Corp	+4	659	$204,810
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
PG	PROCTER & GAMBLE Co	−499	9,967	$1,439,633
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
USB	US Bancorp De	5,065	$270,268
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $6,076,287 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PHYS	Sprott Physical Gold Trust Financial Services	Added	53,726	+2,461	$1,904,049	+12.5%	31.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,967	-499	$1,439,633	−4.0%	23.69%
PSLV	Sprott Physical Silver Trust Financial Services	Added	28,706	+2,332	$700,139	+12.2%	11.52%
MSFT	Microsoft Corp Technology	Held	1,644	0	$608,559	−23.5%	10.02%
AAPL	Apple Inc. Technology	Held	1,713	0	$434,742	−6.6%	7.15%
KO	Coca Cola Co Consumer Defensive	Held	4,033	0	$306,709	+8.8%	5.05%
GNL	Global Net Lease, Inc. Real Estate	Held	29,346	0	$274,678	+8.8%	4.52%
MCD	Mcdonalds Corp Consumer Cyclical	Added	659	+4	$204,810	+2.3%	3.37%
CTAS	Cintas Corp Industrials	Held	1,200	0	$202,968	−10.1%	3.34%