VanWeelden Wealth Management, LLC

Est. AUM

$118.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INNOVATOR ETFS TRUST	EQUITY MNGD 100	$10.1M	381918	8.51%	SOLE
2	CALAMOS ETF TR	RUSSELL 2000 STR	$9.8M	359687	8.25%	SOLE
3	GOLDMAN SACHS ETF TR	ACCES TREASURY	$8.5M	85071	7.20%	SOLE
4	ISHARES TR	TRUST ISHARE 0-1	$8.2M	74648	6.96%	SOLE
5	ISHARES TR	0-3 MNTH TREASRY	$8.2M	81603	6.94%	SOLE
6	SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$7.1M	304046	6.04%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$7.1M	153545	5.98%	SOLE
8	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$6.2M	226897	5.24%	SOLE
9	INNOVATOR ETFS TRUST	US SMALL CAP MNG	$5.9M	201948	4.96%	SOLE
10	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$5.8M	162414	4.86%	SOLE
11	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$5.7M	135247	4.86%	SOLE
12	INNOVATOR ETFS TRUST	INTERNATIONAL DE	$5.7M	113859	4.85%	SOLE
13	INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$5.7M	171717	4.83%	SOLE
14	INNOVATOR ETFS TRUST	EQUTY DUL DIRCT	$5.6M	297554	4.76%	SOLE
15	CALAMOS ETF TR	NASDAQ 100 STRU	$4.6M	173796	3.90%	SOLE
16	INNOVATOR ETFS TRUST	INDEX AUTOCALLAB	$4.1M	164562	3.49%	SOLE
17	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.9M	53726	1.61%	SOLE
18	PROCTER & GAMBLE CO	COM	$1.4M	9967	1.22%	SOLE
19	INNOVATOR ETFS TRUST	INTRNL DEV JAN	$1.0M	28226	0.87%	SOLE
20	INNOVATOR ETFS TRUST	US SML CP PWR B	$1.0M	24434	0.86%	SOLE
21	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$1.0M	18736	0.85%	SOLE
22	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$700K	28706	0.59%	SOLE
23	MICROSOFT CORP	COM	$609K	1644	0.51%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$441K	4807	0.37%	SOLE
25	APPLE INC	COM	$435K	1713	0.37%	SOLE
26	RBB FD INC	F/M US TREASURY	$345K	6917	0.29%	SOLE
27	COCA COLA CO	COM	$307K	4033	0.26%	SOLE
28	GLOBAL NET LEASE INC	COM NEW	$275K	29346	0.23%	SOLE
29	MCDONALDS CORP	COM	$205K	659	0.17%	SOLE
30	CINTAS CORP	COM	$203K	1200	0.17%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.