Institutional Fund
Vanweelden Wealth Management, LLC
West Chester Township, OHCIK 17404515 filings on record
Portfolio Value
$125.40M
Q1 2026
Holdings
31
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-1.5%
from $127.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Innovator Etfs Trust8.0%
- Calamos ETF Tr7.8%
- Goldman Sachs ETF Tr6.8%
- Ishares Tr6.6%
- Ishares Tr6.6%
- Simplify Exchange Traded Fun5.7%
- Other58.6%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Innovator Etfs Trust | 381.9K | $10.07M | 8.0% | −157.3K | Reduced |
| 2 | Calamos ETF Tr | 359.7K | $9.76M | 7.8% | −275.4K | Reduced |
| 3 | Goldman Sachs ETF Tr | 85.1K | $8.52M | 6.8% | −59.4K | Reduced |
| 4 | Ishares Tr | 74.6K | $8.24M | 6.6% | −2.0K | Reduced |
| 5 | Ishares Tr | 81.6K | $8.21M | 6.6% | −3.6K | Reduced |
| 6 | Simplify Exchange Traded Fun | 304.0K | $7.15M | 5.7% | +304.0K | New |
| 7 | J P Morgan Exchange Traded F | 153.5K | $7.07M | 5.6% | +153.5K | New |
| 8 | Ishares Tr | 312.6K | $7.07M | 5.6% | +312.6K | New |
| 9 | Aim ETF Products Trust | 226.9K | $6.20M | 4.9% | +226.9K | New |
| 10 | Innovator Etfs Trust | 201.9K | $5.86M | 4.7% | +201.9K | New |
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