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VanWeelden Wealth Management

Latest statistics and disclosures from VanWeelden Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BFRZ, CPRY, GBIL, SHV, SGOV, and represent 35.73% of VanWeelden Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BUCK (+$7.1M), JPIE (+$7.1M), TLTW (+$7.1M), JANU (+$6.2M), RFLR (+$5.9M), SFLR (+$5.8M), UJAN (+$5.7M), IFLR (+$5.7M), QFLR (+$5.7M), DDFF (+$5.6M).
Started 15 new stock positions in UJAN, BUCK, SFLR, QFLR, RFLR, DDFF, IFLR, JANU, ACII, JPIE. CPNQ, NJAN, TLTW, KJAN, IJAN.
Reduced shares in these 10 stocks: ZJUN (-$14M), CPNJ (-$14M), TBIL (-$14M), JPST (-$9.5M), CPRY (-$7.5M), GBIL (-$5.9M), CBTO (-$5.7M), BFRZ, SGOV, USB.
Sold out of its positions in CBTO, CPNJ, ZJUN, JPST, USB.
VanWeelden Wealth Management was a net seller of stock by $-1.8M.
VanWeelden Wealth Management has $125M in assets under management (AUM), dropping by -1.50%.
Central Index Key (CIK): 0001740451

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Portfolio Holdings for VanWeelden Wealth Management

VanWeelden Wealth Management holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	8.0	$10M	-29%	382k	26.36	View chart
Calamos Etf Tr Russell 2000 Str (CPRY)	7.8	$9.8M	-43%	360k	27.14	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	6.8	$8.5M	-41%	85k	100.19	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	6.6	$8.2M	-2%	75k	110.39	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	6.6	$8.2M	-4%	82k	100.66	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	5.7	$7.1M	NEW	304k	23.50	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	5.6	$7.1M	NEW	154k	46.07	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	5.6	$7.1M	NEW	313k	22.62	View chart
Aim Etf Products Trust Allianzim Us Equ (JANU)	4.9	$6.2M	NEW	227k	27.33	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	4.7	$5.9M	NEW	202k	29.04	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	4.6	$5.8M	NEW	162k	35.41	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	4.6	$5.7M	NEW	135k	42.51	View chart
Innovator Etfs Trust International De (IFLR)	4.6	$5.7M	NEW	114k	50.39	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	4.6	$5.7M	NEW	172k	33.30	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	4.5	$5.6M	NEW	298k	18.93	View chart
Calamos Etf Tr Nasdaq 100 Stru (CPNQ)	3.7	$4.6M	NEW	174k	26.57	View chart
Innovator Etfs Trust Index Autocallab (ACII)	3.3	$4.1M	NEW	165k	25.08	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.5	$1.9M	+4%	54k	35.44	View chart
Procter & Gamble Company (PG)	1.1	$1.4M	-4%	10k	144.45	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.8	$1.0M	NEW	28k	36.28	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.8	$1.0M	NEW	24k	41.72	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.8	$1000k	NEW	19k	53.37	View chart
Sprott Asset Management Physical Silver (PSLV)	0.6	$700k	+8%	29k	24.39	View chart
Microsoft Corporation (MSFT)	0.5	$609k		1.6k	370.18	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$441k	-11%	4.8k	91.64	View chart
Apple (AAPL)	0.3	$435k		1.7k	253.79	View chart
RBB F/m Us Treasury (TBIL)	0.3	$345k	-97%	6.9k	49.86	View chart
Coca-Cola Company (KO)	0.2	$307k		4.0k	76.05	View chart
Global Net Lease Com New (GNL)	0.2	$275k		29k	9.36	View chart
McDonald's Corporation (MCD)	0.2	$205k		659.00	310.79	View chart
Cintas Corporation (CTAS)	0.2	$203k		1.2k	169.14	View chart

Past Filings by VanWeelden Wealth Management

SEC 13F filings are viewable for VanWeelden Wealth Management going back to 2024

VanWeelden Wealth Management 2026 Q1 filed May 12, 2026
VanWeelden Wealth Management 2025 Q4 filed Feb. 2, 2026
VanWeelden Wealth Management 2025 Q3 filed Nov. 3, 2025
VanWeelden Wealth Management 2024 Q2 filed July 10, 2025
VanWeelden Wealth Management 2025 Q1 filed April 22, 2025
VanWeelden Wealth Management 2024 Q4 filed Feb. 10, 2025

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