Vanweelden Wealth Management, LLC Top Holdings and 13F Report (2026) About Vanweelden Wealth Management, LLCInvestment ActivityVanweelden Wealth Management, LLC has $125.40 million in total holdings as of March 31, 2026.Vanweelden Wealth Management, LLC owns shares of 31 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 58.91% of the portfolio was purchased this quarter.About 60.34% of the portfolio was sold this quarter.This quarter, Vanweelden Wealth Management, LLC has purchased 21 new stocks and bought additional shares in 3 stocks.Vanweelden Wealth Management, LLC sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings INNOVATOR ETFS TRUST $10,067,358CALAMOS ETF TR $9,760,323Goldman Sachs Access Treasury 0-1 Year ETF $8,523,263iShares Short Treasury Bond ETF $8,240,393iShares 0-3 Month Treasury Bond ETF $8,214,126 Largest New Holdings this Quarter 82889N640 - Simplify Treasury Option Income ETF $7,146,602 Holding46641Q159 - JPMorgan Income ETF $7,073,818 Holding46436E338 - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF $7,070,062 Holding00888H513 - AIM ETF PRODUCTS TRUST $6,202,048 Holding45784N502 - INNOVATOR ETFS TRUST $5,864,025 Holding Largest Purchases this Quarter Simplify Treasury Option Income ETF 304,046 shares (about $7.15M)JPMorgan Income ETF 153,545 shares (about $7.07M)iShares 20+ Year Treasury Bond BuyWrite Strategy ETF 312,558 shares (about $7.07M)AIM ETF PRODUCTS TRUST 226,897 shares (about $6.20M)INNOVATOR ETFS TRUST 201,948 shares (about $5.86M) Largest Sales this Quarter US Treasury 3 Month Bill ETF 276,701 shares (about $13.80M)CALAMOS ETF TR 275,358 shares (about $7.47M)Goldman Sachs Access Treasury 0-1 Year ETF 59,361 shares (about $5.95M)INNOVATOR ETFS TRUST 157,264 shares (about $4.15M)iShares 0-3 Month Treasury Bond ETF 3,587 shares (about $361.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVanweelden Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINNOVATOR ETFS TRUST$10,067,358$4,145,479 â–¼-29.2%381,9188.0%EQUITY MNGD 100CALAMOS ETF TR$9,760,323$7,472,005 â–¼-43.4%359,6877.8%RUSSELL 2000 STRGBILGoldman Sachs Access Treasury 0-1 Year ETF$8,523,263$5,947,378 â–¼-41.1%85,0716.8%ETFSHViShares Short Treasury Bond ETF$8,240,393$221,663 â–¼-2.6%74,6486.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$8,214,126$361,066 â–¼-4.2%81,6036.6%ETFBUCKSimplify Treasury Option Income ETF$7,146,602$7,146,602 â–²New Holding304,0465.7%ETFJPIEJPMorgan Income ETF$7,073,818$7,073,818 â–²New Holding153,5455.6%ETFTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$7,070,062$7,070,062 â–²New Holding312,5585.6%ETFAIM ETF PRODUCTS TRUST$6,202,048$6,202,048 â–²New Holding226,8974.9%ALLIANZIM US EQUINNOVATOR ETFS TRUST$5,864,025$5,864,025 â–²New Holding201,9484.7%US SMALL CAP MNGSFLRInnovator Equity Managed Floor ETF$5,751,080$5,751,080 â–²New Holding162,4144.6%ETFUJANInnovator U.S. Equity Ultra Buffer ETF - January$5,749,350$5,749,350 â–²New Holding135,2474.6%ETFINNOVATOR ETFS TRUST$5,737,890$5,737,890 â–²New Holding113,8594.6%INTERNATIONAL DEINNOVATOR ETFS TRUST$5,718,176$5,718,176 â–²New Holding171,7174.6%NASDAQ 100 MANAINNOVATOR ETFS TRUST$5,631,834$5,631,834 â–²New Holding297,5544.5%EQUTY DUL DIRCTCALAMOS ETF TR$4,618,524$4,618,524 â–²New Holding173,7963.7%NASDAQ 100 STRUINNOVATOR ETFS TRUST$4,127,215$4,127,215 â–²New Holding164,5623.3%INDEX AUTOCALLABSPROTT ASSET MANAGEMENT LP$1,904,049$87,218 â–²4.8%53,7261.5%PHYSICAL GOLD TRPGProcter & Gamble$1,439,685$72,078 â–¼-4.8%9,9671.1%Consumer StaplesIJANInnovator MSCI EAFE Power Buffer ETF - January$1,024,039$1,024,039 â–²New Holding28,2260.8%ETFKJANInnovator U.S. Small Cap Power Buffer ETF - January$1,019,435$1,019,435 â–²New Holding24,4340.8%ETFNJANInnovator Growth-100 Power Buffer ETF - January$999,940$999,940 â–²New Holding18,7360.8%ETFSPROTT ASSET MANAGEMENT LP$700,139$56,877 â–²8.8%28,7060.6%PHYSICAL SILVERMSFTMicrosoft$608,5830.0%1,6440.5%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$440,535$57,828 â–¼-11.6%4,8070.4%ETFAAPLApple$434,7450.0%1,7130.3%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$344,882$13,796,327 â–¼-97.6%6,9170.3%ETFKOCocaCola$306,6910.0%4,0330.2%Consumer StaplesGNLGlobal Net Lease$274,6790.0%29,3460.2%FinanceMCDMcDonald's$204,812$1,243 â–²0.6%6590.2%Retail/WholesaleCTASCintas$202,9680.0%1,2000.2%Business ServicesINNOVATOR ETFS TRUST$0$14,120,987 â–¼-100.0%00.0%EQUITY DEFND 1YRCALAMOS ETF TR$0$14,043,816 â–¼-100.0%00.0%NASDAQ 100 STRUCJPSTJPMorgan Ultra-Short Income ETF$0$9,452,843 â–¼-100.0%00.0%ETFCALAMOS ETF TR$0$5,702,323 â–¼-100.0%00.0%BITCOIN 80 SERIEUSBU.S. Bancorp$0$270,268 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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