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VanWeelden Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    west chester township, OH
  • Num holdings

    31

  • Value ($000)

    $125,401

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0001740451
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

INNOVATOR ETFS TRUST

EQUITY MNGD 100
45784N619
$10.07M
8 %

381,918

---

CALAMOS ETF TR

RUSSELL 2000 STR
12811T126
$9.76M
8 %

359,687

G
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
381430529
$8.52M
7 %

85,071

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$8.24M
7 %

74,648

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$8.21M
7 %

81,603

B
BUCK

SIMPLIFY EXCHANGE TRADED FUN

TREASURY OPT INC
82889N640
$7.15M
6 %

304,046

J
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
46641Q159
$7.07M
6 %

153,545

T
TLTW

ISHARES TR

20+ YEAR TR BD
46436E338
$7.07M
6 %

312,558

---

AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU
00888H513
$6.2M
5 %

226,897

---

INNOVATOR ETFS TRUST

US SMALL CAP MNG
45784N502
$5.86M
5 %

201,948

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