VanWeelden Wealth Management

VanWeelden Wealth Management as of Dec. 31, 2025

Portfolio Holdings for VanWeelden Wealth Management

VanWeelden Wealth Management holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Calamos Etf Tr Russell 2000 Str (CPRY) 13.5 $17M 635k 26.99
Innovator Etfs Trust Equity Mngd 100 (BFRZ) 11.4 $15M 539k 26.84
Goldman Sachs Etf Tr Acces Treasury (GBIL) 11.3 $14M 144k 99.94
RBB Us Treas 3 Mnth (TBIL) 11.1 $14M 284k 49.88
Innovator Etfs Trust Equity Defnd 1yr (ZJUN) 11.1 $14M 526k 26.84
Calamos Etf Tr Nasdaq 100 Struc (CPNJ) 11.0 $14M 520k 26.99
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 7.4 $9.5M 187k 50.59
Ishares Tr 0-3 Mnth Treasry (SGOV) 6.7 $8.6M 85k 100.38
Ishares Tr Trust Ishare 0-1 (SHV) 6.6 $8.4M 77k 110.15
Calamos Etf Tr Bitcoin 80 Serie (CBTO) 4.5 $5.7M 265k 21.51
Sprott Asset Management Physical Gold Tr (PHYS) 1.3 $1.7M 51k 33.02
Procter & Gamble Company (PG) 1.2 $1.5M 11k 143.32
Microsoft Corporation (MSFT) 0.6 $795k 1.6k 483.55
Sprott Asset Management Physical Silver (PSLV) 0.5 $624k 26k 23.65
Spdr Series Trust State Street Spd (BIL) 0.4 $497k 5.4k 91.37
Apple (AAPL) 0.4 $466k 1.7k 271.86
Coca-Cola Company (KO) 0.2 $282k 4.0k 69.91
Us Bancorp Del Com New (USB) 0.2 $270k 5.1k 53.36
Global Net Lease Com New (GNL) 0.2 $252k 29k 8.60
Cintas Corporation (CTAS) 0.2 $226k 1.2k 188.07
McDonald's Corporation (MCD) 0.2 $200k 655.00 305.77