Top 31 VanWeelden Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BFRZ | INNOVATOR ETFS TRUST | 8.03% | 381.9K | $10.1M | -29.17%(-157.26K) | $25.98(+3.62%) | 2026-03-31 | |
| CPRY | CALAMOS ETF TR | 7.78% | 359.7K | $9.8M | -43.36%(-275.36K) | $25.03(+10.76%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ETF TR | 6.8% | 85.1K | $8.5M | -41.10%(-59.36K) | $100.28(-0.26%) | 2026-03-31 | |
| SHV | ISHARES TR | 6.57% | 74.6K | $8.2M | -2.62%(-2.01K) | $110.45(-0.23%) | 2026-03-31 | |
| SGOV | ISHARES TR | 6.55% | 81.6K | $8.2M | -4.21%(-3.59K) | $100.66(-0.14%) | 2026-03-31 | |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 5.7% | 304.0K | $7.1M | new | $23.60(-0.06%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.64% | 153.5K | $7.1M | new | $46.35(-0.80%) | 2026-03-31 | |
| TLTW | ISHARES TR | 5.64% | 312.6K | $7.1M | new | $22.65(-2.63%) | 2026-03-31 | |
| JANU | AIM ETF PRODUCTS TRUST | 4.95% | 226.9K | $6.2M | new | $27.74(+8.94%) | 2026-03-31 | |
| RFLR | INNOVATOR ETFS TRUST | 4.68% | 201.9K | $5.9M | new | $28.75(+5.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.25% | +0.74% |
| Top 20 Holdings Unweighted | +3.84% | +11.98% |
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