VanWeelden Wealth Management, LLC Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$116.7B
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPRYCALAMOS ETF TR | 664,274 | $16.6B | 14.25% | |
| 2 | BILSPDR SERIES TRUST | 162,668 | $14.9B | 12.79% | |
| 3 | TBILRBB FD INC | 279,363 | $14.0B | 11.97% | |
| 4 | GBILGOLDMAN SACHS ETF TR | 136,944 | $13.7B | 11.76% | |
| 5 | CPNJCALAMOS ETF TR | 487,135 | $12.7B | 10.92% | |
| 6 | CPSUCALAMOS ETF TR | 483,429 | $12.7B | 10.89% | |
| 7 | DDTOINNOVATOR ETFS TRUST | 487,408 | $12.7B | 10.89% | |
| 8 | SGOVISHARES TR | 66,609 | $6.7B | 5.75% | |
| 9 | SHVISHARES TR | 60,078 | $6.6B | 5.69% | |
| 10 | PGPROCTER AND GAMBLE CO | 11,512 | $1.8B | 1.57% | |
| 11 | MSFTMICROSOFT CORP | 1,723 | $857.2M | 0.73% | |
| 12 | PHYS/USPROTT PHYSICAL GOLD TR | 32,591 | $826.2M | 0.71% | |
| 13 | AAPLAPPLE INC | 2,539 | $520.9M | 0.45% | |
| 14 | PSLV/USPROTT PHYSICAL SILVER TR | 25,302 | $309.7M | 0.27% | |
| 15 | MCDMCDONALDS CORP | 1,046 | $305.6M | 0.26% | |
| 16 | KOCOCA COLA CO | 3,945 | $279.1M | 0.24% | |
| 17 | CITCINTAS CORP | 1,200 | $267.4M | 0.23% | |
| 18 | SPYSPDR S&P 500 ETF TR | 429 | $265.1M | 0.23% | |
| 19 | GNLGLOBAL NET LEASE INC | 31,372 | $236.9M | 0.20% | |
| 20 | USBUS BANCORP DEL | 5,065 | $229.2M | 0.20% |