Holdings of VanWeelden Wealth Management, LLC
19 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 94.1 % of the equity sleeve
Sector breakdown
- Funds 12.7 %
- Consumer staples 2.7 %
- Technology 1.6 %
- Consumer discretionary 0.3 %
- Unattributed 82.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 19 | 64.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Goldman Sachs Access Treasury 0-1 Year ETF | 85,071 | 8.5M $ | |
| 2 | iShares 0-1 Year Treasury Bond ETF | 74,648 | 8.2M $ | |
| 3 | iShares Trust | 81,603 | 8.2M $ | |
| 4 | Simplify Exchange Traded Funds | 304,046 | 7.1M $ | |
| 5 | JPMorgan Income ETF | 153,545 | 7.1M $ | |
| 6 | iShares 20+ Year Treasury Bond BuyWrite Strategy ETF | 312,558 | 7.1M $ | |
| 7 | ALLIANZIM US BF15 UNCAP JAN | 226,897 | 6.2M $ | |
| 8 | Innovator Equity Man | 162,414 | 5.8M $ | |
| 9 | Procter & Gamble Co/The | 9,967 | 1.4M $ | |
| 10 | Innovator International Developed Power Buffer ETF - January | 28,226 | 1M $ | |
| 11 | Innovator Growth 100 Power Buffer ETF - January | 18,736 | 999.9K $ | |
| 12 | Microsoft Corp | 1,644 | 608.6K $ | |
| 13 | SPDR Series Trust | 4,807 | 440.5K $ | |
| 14 | Apple Inc | 1,713 | 434.7K $ | |
| 15 | F/m US Treasury 3 Month Bill F | 6,917 | 344.9K $ | |
| 16 | Coca-Cola Co/The | 4,033 | 306.7K $ | |
| 17 | Global Net Lease Inc | 29,346 | 274.7K $ | |
| 18 | McDonald's Corp. | 659 | 204.8K $ | |
| 19 | Cintas Corp | 1,200 | 203K $ |