DOSSIER · 13F-HR · Q1 2026

VanWeelden Wealth Management, LLC

VanWeelden Wealth's hedge fund based in Chicago, IL — $125M in tracked AUM across 31 positions as of Q1 2026.

VW

VanWeelden Wealth·Chicago, IL·Hedge Fund

CIK 0001740451 · last filed Mar 31, 2026

Total AUM

$125M

▲ 12.3%

vs prior

Holdings

31

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

Top sector

Health Care

6% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for VanWeelden Wealth Management, LLC for the period ending September 30, 2025, here is a comprehensive financial analysis.

1. Portfolio Overview

VanWeelden Wealth Management manages a concentrated portfolio totaling approximately $89.39 million spread across only 9 holdings. This indicates a high-conviction strategy with minimal diversification across individual tickers. The firm saw a decrease in portfolio value of 6.9% (from $95.99M i...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

INNOVATOR ETFS TRUST

$10M382K8.0%

02

CALAMOS ETF TR

$10M360K7.8%

03

GOLDMAN SACHS ETF TR

$9M85K6.8%

04

ISHARES TR

$8M75K6.6%

05

ISHARES TR

$8M82K6.6%

06

SIMPLIFY EXCHANGE TRADED FUN

$7M304K5.7%

07

J P MORGAN EXCHANGE TRADED F

$7M154K5.6%

08

ISHARES TR

$7M313K5.6%

09

AIM ETF PRODUCTS TRUST

$6M227K4.9%

10

INNOVATOR ETFS TRUST

$6M202K4.7%

Filing history

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