VanWeelden Wealth Management, LLC - Portfolio overview

VanWeelden Wealth Management, LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. ZJUN - INNOVATOR ETFS TRUST, 8.84%
2. CPNJ - CALAMOS ETF TR, 8.82%
3. BFRZ - INNOVATOR ETFS TRUST, 6.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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