VanWeelden Wealth Management, LLC
CIK: 0001740451SEC EDGAR →
Portfolio Value
$127.3M
Holdings
21
As of
Q4 2025
New Positions
21
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CALAMOS ETF TR | 635,045 | $17.1M | 13.46% |
| 2 | INNOVATOR ETFS TRUST | 539,182 | $14.5M | 11.36% |
| 3 | GOLDMAN SACHS ETF TR | 144,432 | $14.4M | 11.34% |
| 4 | RBB FD INC | 283,618 | $14.1M | 11.11% |
| 5 | INNOVATOR ETFS TRUST | 526,129 | $14.1M | 11.09% |
| 6 | CALAMOS ETF TR | 520,255 | $14.0M | 11.03% |
| 7 | J P MORGAN EXCHANGE TRADED F | 186,852 | $9.5M | 7.42% |
| 8 | ISHARES TR | 85,190 | $8.6M | 6.72% |
| 9 | ISHARES TR | 76,656 | $8.4M | 6.63% |
| 10 | CALAMOS ETF TR | 265,101 | $5.7M | 4.48% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (21)
$17.1M · 635K shares
$14.5M · 539K shares
$14.4M · 144K shares
$14.1M · 284K shares
$14.1M · 526K shares
$14.0M · 520K shares
$9.5M · 187K shares
$8.6M · 85K shares
$8.4M · 77K shares
$5.7M · 265K shares
$1.7M · 51K shares
$1.5M · 10K shares
$794K · 2K shares
$623K · 26K shares
$496K · 5K shares
$465K · 2K shares
$281K · 4K shares
$270K · 5K shares
$252K · 29K shares
$225K · 1K shares
$200K · 655 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 10 | $101.4M | 79.7% |
| Unknown | 5 | $22.4M | 17.6% |
| Consumer Defensive | 2 | $1.8M | 1.4% |
| Technology | 2 | $1.3M | 1.0% |
| Real Estate | 1 | $252K | 0.2% |
| Consumer Cyclical | 1 | $200K | 0.2% |