Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VanWeelden Wealth Management, LLC (CIK 1740451) reported $125.4M across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BFRZ ($10.1M, 8.03%), CPRY ($9.8M, 7.78%), GBIL ($8.5M, 6.80%), SHV ($8.2M, 6.57%), SGOV ($8.2M, 6.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BFRZ | INNOVATOR ETFS TRUST | $10.1M | 8.03% | 381,918 | Trimmed |
| 2 | CPRY | CALAMOS ETF TR | $9.8M | 7.78% | 359,687 | Trimmed |
| 3 | GBIL | GOLDMAN SACHS ETF TR | $8.5M | 6.80% | 85,071 | Trimmed |
| 4 | SHV | ISHARES TR | $8.2M | 6.57% | 74,648 | Trimmed |
| 5 | SGOV | ISHARES TR | $8.2M | 6.55% | 81,603 | Trimmed |
| 6 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $7.1M | 5.70% | 304,046 | New |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | $7.1M | 5.64% | 153,545 | New |
| 8 | TLTW | ISHARES TR | $7.1M | 5.64% | 312,558 | New |
| 9 | JANU | AIM ETF PRODUCTS TRUST | $6.2M | 4.95% | 226,897 | New |
| 10 | RFLR | INNOVATOR ETFS TRUST | $5.9M | 4.68% | 201,948 | New |
| 11 | SFLR | INNOVATOR ETFS TRUST | $5.8M | 4.59% | 162,414 | New |
| 12 | UJAN | INNOVATOR ETFS TRUST | $5.7M | 4.58% | 135,247 | New |
| 13 | ZSEP | INNOVATOR ETFS TRUST | $5.7M | 4.58% | 113,859 | New |
| 14 | QFLR | INNOVATOR ETFS TRUST | $5.7M | 4.56% | 171,717 | New |
| 15 | ZSEP | INNOVATOR ETFS TRUST | $5.6M | 4.49% | 297,554 | New |
| 16 | CPNQ | CALAMOS ETF TR | $4.6M | 3.68% | 173,796 | New |
| 17 | ZSEP | INNOVATOR ETFS TRUST | $4.1M | 3.29% | 164,562 | New |
| 18 | PHYS | SPROTT ASSET MANAGEMENT LP | $1.9M | 1.52% | 53,726 | Added |
| 19 | PG | PROCTER & GAMBLE CO | $1.4M | 1.15% | 9,967 | Trimmed |
| 20 | IJAN | INNOVATOR ETFS TRUST | $1.0M | 0.82% | 28,226 | New |
| 21 | KJAN | INNOVATOR ETFS TRUST | $1.0M | 0.81% | 24,434 | New |
| 22 | NJAN | INNOVATOR ETFS TRUST | $999,940 | 0.80% | 18,736 | New |
| 23 | PSLV | SPROTT ASSET MANAGEMENT LP | $700,139 | 0.56% | 28,706 | Added |
| 24 | MSFT | MICROSOFT CORP | $608,583 | 0.49% | 1,644 | Hold |
| 25 | AAPL | APPLE INC | $434,745 | 0.35% | 1,713 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31