VanWeelden Wealth Management, LLC

The portfolio is heavily structured around exchange-traded funds (ETFs), specifically those focused on defined outcomes and income. The turnover rate for this quarter was exceptionally high; the manager completely rotated out of several large "Innovator" and "Calamos" positions from the previous quarter and established new, similarly sized positions in the same families. This suggests a strategy of active duration or risk-management management rather than long-term buy-and-hold investing.

2. Key Holdings

The portfolio is dominated by five positions that range between 13% and 19% of the total assets, creating a relatively flat allocation structure among the top holdings.