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Portfolio (Quarterly)
Guide ↗
VanWeelden Wealth Management, LLC
·
CIK 0001740451
13F Portfolio
$127M AUM
21 positions
Filed Feb 2, 2026
EDGAR ↗
← All Funds
Q4 2025
Q3 2025
·
All
3 New
8 Added
7 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
TSLA
TESLA INC
Consumer Cyclical
469
$209K
0.17%
SOLD
Sector Allocation
Financial Services
41.0%
Consumer Defensive
28.2%
Technology
20.0%
Real Estate
4.0%
Industrials
3.6%
Consumer Cyclical
3.2%