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Vanweelden Wealth Management - Q2 2026 13F Filings

VA

Vanweelden Wealth Management, LLC

CIK: 0001740451
Address: Ohio West Chester Township 8905 Cincinnati Dayton Rd
$134.57 M
Portfolio Value
19
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SNTH Mrp Synthequity Etf
+$23.44 M
2. SFLR Innovator Equity Managed Floor Etf
+$15.52 M
3. IFLR Innovator International Developed Managed Floor Etf
+$12.44 M
4. TBIL Us Treasury 3 Month Bill Etf
+$12.34 M
5. QFLR Innovator Nasdaq-100 Managed Floor Etf
+$10.84 M

Top Sells

Q2 2026
1. BFRZ Innovator Equity Managed 100 Buffer Etf
−$10.07 M
2. CPRY Clmos R 2000 S A P Etf - Jan
−$9.76 M
3. BUCK Simplify Treasury Option Income Etf
−$7.15 M
4. JPIE Jpmorgan Income Etf
−$7.07 M
5. TLTW Ishares 20+ Bond Buywrite
−$7.07 M

Asset Allocation

Stocks/ETFs
+7.53%
$132.04 M 98.13%
Options
$0 0.00%
Debt
$0 0.00%
Other
-3.15%
$2.52 M 1.87%

Sector Allocation (Stocks)

Vanweelden Wealth Management Q2 2026 Filing Summary

Vanweelden Wealth Management, LLC filed its 13F report for Q2 2026 on August 12, 2026. The portfolio totaled 134.57 M reflecting a +7.31% change from the prior quarter, spanning 19 assets. The top 10 holdings comprised 98.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 15 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Vanweelden Wealth Management’s Q2 2026 Filing

Vanweelden Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/12/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Vanweelden Wealth Management reported a managed portfolio value of 134.57 M, consisting of 19 individual positions.

This page displays the raw filing documents. To see which stocks Vanweelden Wealth Management bought or sold during Q2 2026, please visit Vanweelden Wealth Management's Portfolio Analysis page.