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Vanweelden Wealth Management - Q1 2026 13F Filings

VA

Vanweelden Wealth Management, LLC

CIK: 0001740451
Address: Ohio West Chester Township 8905 Cincinnati Dayton Rd
$125.4 M
Portfolio Value
31
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BUCK Simplify Treasury Option Income Etf
+$7.15 M
2. JPIE Jpmorgan Income Etf
+$7.07 M
3. TLTW Ishares 20+ Bond Buywrite
+$7.07 M
4. JANU Allianzim Us Equity Buffer15 Uncapped Jan Etf
+$6.2 M
5. RFLR Innovator Us Small Cap Managed Floor Etf
+$5.86 M

Top Sells

Q1 2026
1. ZJUN Innovator Equity Defined Protection Etf - 1 Yr June
−$14.12 M
2. CPNJ Calamos 100 Structured Alt Protection Etf
−$14.04 M
3. TBIL Us Treasury 3 Month Bill Etf
−$13.8 M
4. JPST Jpmorgan Ultra-Short Income Etf
−$9.45 M
5. CPRY Clmos R 2000 S A P Etf - Jan
−$7.47 M

Asset Allocation

Stocks/ETFs
-1.75%
$122.8 M 97.92%
Options
$0 0.00%
Debt
$0 0.00%
Other
+12.42%
$2.6 M 2.08%

Sector Allocation (Stocks)

Vanweelden Wealth Management Q1 2026 Filing Summary

Vanweelden Wealth Management, LLC filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 125.4 M reflecting a -1.50% change from the prior quarter, spanning 31 assets. The top 10 holdings comprised 63.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 5 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Vanweelden Wealth Management’s Q1 2026 Filing

Vanweelden Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Vanweelden Wealth Management reported a managed portfolio value of 125.4 M, consisting of 31 individual positions.

This page displays the raw filing documents. To see which stocks Vanweelden Wealth Management bought or sold during Q1 2026, please visit Vanweelden Wealth Management's Portfolio Analysis page.