VanWeelden Wealth Management, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$125.4M
Holdings
32
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BFRZ
INNOVATOR ETFS TRUST
Held since at least Q1 2024
8.0%
02
$CPRY
CALAMOS ETF TR
Held since at least Q1 2024
7.8%
03
$GBIL
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
6.8%
04
$SHV
ISHARES TR
Held since at least Q1 2024
6.6%
05
$SGOV
ISHARES TR
Held since at least Q1 2024
6.6%
06
$BUCK
SIMPLIFY EXCHANGE TRADED FUN
Held since at least Q1 2024
5.7%
07
$JPIE
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
5.6%
08
$TLTW
ISHARES TR
Held since at least Q1 2024
5.6%
09
$JANU
AIM ETF PRODUCTS TRUST
Held since at least Q1 2024
4.9%
10
$RFLR
INNOVATOR ETFS TRUST
Held since at least Q1 2024
4.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.