VanWeelden Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, VanWeelden Wealth Management, LLC held in its portfolio 21 assets valued at $127,307,129 (i.e. $127.31M).
The most valuable assets in the portfolio included: CALAMOS ETF TR ($17.14M), INNOVATOR ETFS TRUST ($14.47M), and GOLDMAN SACHS ETF TR ($14.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
VanWeelden Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CALAMOS ETF TR | 635045 | 17137261 | RUSSELL 2000 STR |
| INNOVATOR ETFS TRUST | 539182 | 14468950 | EQUITY MNGD 100 |
| GOLDMAN SACHS ETF TR | 144432 | 14434534 | ACCES TREASURY |
| RBB FD INC | 283618 | 14146866 | US TREAS 3 MNTH |
| INNOVATOR ETFS TRUST | 526129 | 14120987 | EQUITY DEFND 1YR |
| CALAMOS ETF TR | 520255 | 14043816 | NASDAQ 100 STRUC |
| J P MORGAN EXCHANGE TRADED F | 186852 | 9452843 | ULTRA SHRT ETF |
| ISHARES TR | 85190 | 8551333 | 0-3 MNTH TREASRY |
| ISHARES TR | 76656 | 8443658 | TRUST ISHARE 0-1 |
| CALAMOS ETF TR | 265101 | 5702323 | BITCOIN 80 SERIE |
| SPROTT ASSET MANAGEMENT LP | 51265 | 1692770 | PHYSICAL GOLD TR |
| PROCTER AND GAMBLE CO | 10466 | 1499947 | COM |
| MICROSOFT CORP | 1644 | 794963 | COM |
| SPROTT ASSET MANAGEMENT LP | 26374 | 623745 | PHYSICAL SILVER |
| SPDR SERIES TRUST | 5438 | 496895 | STATE STREET SPD |
| APPLE INC | 1713 | 465699 | COM |
| COCA COLA CO | 4033 | 281930 | COM |
| US BANCORP DEL | 5065 | 270268 | COM NEW |
| GLOBAL NET LEASE INC | 29346 | 252376 | COM NEW |
| CINTAS CORP | 1200 | 225684 | COM |
| MCDONALDS CORP | 655 | 200281 | COM |
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