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John VanWeelden

Vanweelden Wealth Management, Llc

Assets Managed
$125.401M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
-1.49%(2Q avg: 1.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vanweelden Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Vanweelden Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 125.401M in assets, with a quarterly growth rate of -1.49% and a 2-quarter average growth rate of 1.62%. The portfolio is managed by John VanWeelden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BFRZ
Innovator Eq Mng 100 Bfr Etf
Recent Activity
Decreased -29.16%
8.03%
$10.067M
381,918 shares@ $26.36 avg price
CPRY
Clmos R 2000 S A P Etf - Jan
Recent Activity
Decreased -43.36%
7.79%
$9.76M
359,687 shares@ $27.14 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
Decreased -41.09%
6.8%
$8.523M
85,071 shares@ $100.19 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -2.61%
6.58%
$8.24M
74,648 shares@ $110.4 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -4.21%
6.56%
$8.214M
81,603 shares@ $100.66 avg price
BUCK
Simplify Trsy Opt Etf-usd In
Recent Activity
New Position
5.7%
$7.147M
304,046 shares@ $23.51 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
New Position
5.65%
$7.074M
153,545 shares@ $46.07 avg price
TLTW
Ishares 20+ Bond Buywrite
Recent Activity
New Position
5.64%
$7.07M
312,558 shares@ $22.63 avg price
JANU
Allianzim Us Bf15 Uncap Jan
Recent Activity
New Position
4.95%
$6.202M
226,897 shares@ $27.34 avg price
RFLR
Innovator Us S Cap Mng F Etf
Recent Activity
New Position
4.68%
$5.864M
201,948 shares@ $29.04 avg price

1-10 of 31