Institutions / VanWeelden Wealth Management, LLC

VanWeelden Wealth Management, LLC

CIK 1740451 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$127.31M
Positions
21
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Calamos ETF Trโ€”$17.14M635,04513.5%
Innovator Etfs Trustโ€”$14.47M539,18211.4%
Goldman Sachs ETF Trโ€”$14.43M144,43211.3%
Rbb Fd Incโ€”$14.15M283,61811.1%
Innovator Etfs Trustโ€”$14.12M526,12911.1%
Calamos ETF Trโ€”$14.04M520,25511.0%
J P Morgan Exchange Traded Fโ€”$9.45M186,8527.4%
iShares Trโ€”$8.55M85,1906.7%
iShares Trโ€”$8.44M76,6566.6%
Calamos ETF Trโ€”$5.70M265,1014.5%
Sprott Asset Management LPโ€”$1.69M51,2651.3%
PROCTER & GAMBLE Coโ€”$1.50M10,4661.2%
Microsoft Corpโ€”$795.0K1,6440.6%
Sprott Asset Management LPโ€”$623.7K26,3740.5%
SPDR Series Trustโ€”$496.9K5,4380.4%
Apple Inc.โ€”$465.7K1,7130.4%
Coca Cola Coโ€”$281.9K4,0330.2%
US Bancorp \Deโ€”$270.3K5,0650.2%
Global Net Lease, Inc.โ€”$252.4K29,3460.2%
Cintas Corpโ€”$225.7K1,2000.2%
Mcdonald'S Corpโ€”$200.3K6550.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.