VanWeelden Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    west chester township, OH
  • Num holdings

    19

  • Value ($000)

    $121,551

  • Date Filed
    11/03/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

CALAMOS ETF TR

RUSSELL 2000 STR
$17.20 M
14 %

660,244

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$14.99 M
12 %

163,413

TBIL
TBIL

RBB FD INC

US TREAS 3 MNTH
$14.02 M
12 %

280,379

---

INNOVATOR ETFS TRUST

EQUITY MNGD 100
$14.01 M
12 %

527,955

GBIL
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
$13.80 M
11 %

137,713

---

INNOVATOR ETFS TRUST

EQUITY DEFND 1YR
$13.51 M
11 %

510,237

CPNJ
CPNJ

CALAMOS ETF TR

NASDAQ 100 STRUC
$13.49 M
11 %

506,123

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$7.22 M
6 %

71,727

SHV
SHV

ISHARES TR

SHORT TREAS BD
$7.15 M
6 %

64,711

PG
PG

PROCTER AND GAMBLE CO

COM
$1.64 M
1 %

10,648

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