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VanWeelden Wealth Management, LLC

Portfolio Manager
VanWeelden Wealth Management, LLC
Performance
+0.99% (2025 Q4)
AUM (13F)
$125.40M
# of Holdings
31
Performance Rank
Allocation (Top 20)
95.6%

VanWeelden Wealth Management, LLC Holdings Map

Top 31 VanWeelden Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BFRZ
INNOVATOR ETFS TRUST
8.03%381.9K$10.1M
-29.17%(-157.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 528.0K shares2025-Q4: 539.2K shares2026-Q1: 381.9K shares
$25.98(+3.62%)
2026-03-31
CPRY
CALAMOS ETF TR
7.78%359.7K$9.8M
-43.36%(-275.36K)
2025-Q1: 663.4K shares2025-Q2: 0 shares2025-Q3: 660.2K shares2025-Q4: 635.0K shares2026-Q1: 359.7K shares
$25.03(+10.76%)
2026-03-31
GBIL
GOLDMAN SACHS ETF TR
6.8%85.1K$8.5M
-41.10%(-59.36K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 137.7K shares2025-Q4: 144.4K shares2026-Q1: 85.1K shares
$100.28(-0.26%)
2026-03-31
SHV
ISHARES TR
6.57%74.6K$8.2M
-2.62%(-2.01K)
2025-Q1: 54.0K shares2025-Q2: 0 shares2025-Q3: 64.7K shares2025-Q4: 76.7K shares2026-Q1: 74.6K shares
$110.45(-0.23%)
2026-03-31
SGOV
ISHARES TR
6.55%81.6K$8.2M
-4.21%(-3.59K)
2025-Q1: 60.8K shares2025-Q2: 0 shares2025-Q3: 71.7K shares2025-Q4: 85.2K shares2026-Q1: 81.6K shares
$100.66(-0.14%)
2026-03-31
BUCK
SIMPLIFY EXCHANGE TRADED FUN
5.7%304.0K$7.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 304.0K shares
$23.60(-0.06%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
5.64%153.5K$7.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 153.5K shares
$46.35(-0.80%)
2026-03-31
TLTW
ISHARES TR
5.64%312.6K$7.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 312.6K shares
$22.65(-2.63%)
2026-03-31
JANU
AIM ETF PRODUCTS TRUST
4.95%226.9K$6.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 226.9K shares
$27.74(+8.94%)
2026-03-31
RFLR
INNOVATOR ETFS TRUST
4.68%201.9K$5.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 201.9K shares
$28.75(+5.73%)
2026-03-31

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