VanWeelden Wealth Management

VanWeelden Wealth Management as of March 31, 2026

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