VanWeelden Wealth Management, LLC
Net seller this quarter
$135M
10
-$9.72M
4.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PHYS | $1.78M | 1.33% | 0.01% | +10.0% | Q2 2024 |
 PG | $1.37M | 1.02% | 0.00% | -6.0% | Q2 2024 |
| PSLV | $739K | 0.55% | 0.01% | +36.5% | Q2 2024 |
 MSFT | $620K | 0.46% | 0.00% | +1.1% | Q2 2024 |
 KO | $329K | 0.24% | 0.00% | +0.3% | Q2 2024 |
 BRK.B | $284K | 0.21% | Not reported | New | Q2 2026 |
 AAPL | $257K | 0.19% | 0.00% | -48.2% | Q2 2024 |
 GNL | $252K | 0.19% | 0.01% | -4.1% | Q2 2024 |
 GOOGL | $214K | 0.16% | 0.00% | New | Q2 2026 |
 CTAS | $204K | 0.15% | 0.00% | Not reported | Q2 2024 |
| Q1 2026 | |||||
 CPRY | $9.76M | 7.78% | 1.38% | -43.4% | Q1 2025 |
| PHYS | $1.9M | 1.52% | 0.01% | +4.8% | Q2 2024 |
| PG | $1.44M | 1.15% | 0.00% | -4.8% | Q2 2024 |
| PSLV | $700K | 0.56% | 0.00% | +8.8% | Q2 2024 |
| MSFT | $609K | 0.49% | 0.00% | Not reported | Q2 2024 |
| AAPL | $435K | 0.35% | 0.00% | Not reported | Q2 2024 |
| KO | $307K | 0.24% | 0.00% | Not reported | Q2 2024 |
| GNL | $275K | 0.22% | 0.01% | Not reported | Q2 2024 |
 MCD | $205K | 0.16% | 0.00% | +0.6% | Q2 2024 |
| CTAS | $203K | 0.16% | 0.00% | Not reported | Q2 2024 |
| Q4 2025 | |||||
| CPRY | $17.1M | 13.46% | 2.44% | -3.8% | Q1 2025 |
| PHYS | $1.69M | 1.33% | 0.01% | -1.0% | Q2 2024 |
| PG | $1.5M | 1.18% | 0.00% | -1.7% | Q2 2024 |
| MSFT | $795K | 0.62% | 0.00% | -0.4% | Q2 2024 |
| PSLV | $624K | 0.49% | 0.00% | -2.3% | Q2 2024 |
| AAPL | $466K | 0.37% | 0.00% | -9.6% | Q2 2024 |
| KO | $282K | 0.22% | 0.00% | +0.7% | Q2 2024 |
 USB | $270K | 0.21% | 0.00% | Not reported | Q2 2024 |
| GNL | $252K | 0.20% | 0.01% | -8.0% | Q2 2024 |
| CTAS | $226K | 0.18% | 0.00% | Not reported | Q2 2024 |
| MCD | $200K | 0.16% | 0.00% | Not reported | Q2 2024 |
| Q3 2025 | |||||
| CPRY | $17.2M | 14.15% | 2.54% | -0.5% | Q1 2025 |
| PG | $1.64M | 1.35% | 0.00% | -13.1% | Q2 2024 |
| PHYS | $1.53M | 1.26% | 0.01% | -0.5% | Q2 2024 |
| MSFT | $855K | 0.70% | 0.00% | +0.1% | Q2 2024 |
| AAPL | $482K | 0.40% | 0.00% | +40.9% | Q2 2024 |
| PSLV | $424K | 0.35% | 0.01% | Not reported | Q2 2024 |
| KO | $266K | 0.22% | 0.00% | +0.6% | Q2 2024 |
| GNL | $259K | 0.21% | 0.01% | -9.4% | Q2 2024 |
| CTAS | $246K | 0.20% | 0.00% | Not reported | Q2 2024 |
| USB | $245K | 0.20% | 0.00% | Not reported | Q2 2024 |
 TSLA | $209K | 0.17% | 0.00% | New | Q3 2025 |