Van Weelden Wealth Management, LLC Portfolio Holdings

Van Weelden Wealth Management, LLC

  • $122 Billion
  • Q3 2025

Van Weelden Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Calamos ETF Tr with a value of $17.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $15B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $14B, Innovator Etfs Trust with a value of $14B, and Goldman Sachs Access Treasury with a value of $13.8B.

Examining the 13F form we can see an increase of $9.15B in the current position value, from $112B to 122B.

Van Weelden Wealth Management, LLC is based out at West Chester Township, OH

Below you can find more details about Van Weelden Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $43.2 Billion
Financial Services: $2.2 Billion
Consumer Defensive: $1.9 Billion
Technology: $1.34 Billion
Real Estate: $259 Million
Industrials: $246 Million
Consumer Cyclical: $209 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Calamos ETF Tr
-
$17.2 Billion 14.15% of portfolio
-
Q3 2025 Reduced 0.48%
$0
$15 Billion 12.33% of portfolio
163,413
Q3 2025 Reduced 1.58%
-
$14 Billion 11.53% of portfolio
-
Q3 2025 Added 0.52%
Innovator Etfs Trust
-
$14 Billion 11.53% of portfolio
-
Q3 2025 New
$0
$13.8 Billion 11.36% of portfolio
137,713
Q3 2025 New
Innovator Etfs Trust
-
$13.5 Billion 11.12% of portfolio
-
Q3 2025 New
Calamos ETF Tr
-
$13.5 Billion 11.1% of portfolio
-
Q3 2025 New
$0
$7.22 Billion 5.94% of portfolio
71,727
Q3 2025 Added 18.05%
$0
$7.15 Billion 5.88% of portfolio
64,711
Q3 2025 Added 19.87%
$346B
$1.64 Billion 1.35% of portfolio
10,648
Q3 2025 Reduced 13.11%
$0
$1.53 Billion 1.26% of portfolio
51,765
Q3 2025 Reduced 0.52%
$3.78T
$855 Million 0.7% of portfolio
1,651
Q3 2025 Added 0.06%
$4.3T
$482 Million 0.4% of portfolio
1,894
Q3 2025 Added 40.92%
$0
$424 Million 0.35% of portfolio
27,000
Q2 2024 Reduced 6.29%
$306B
$266 Million 0.22% of portfolio
4,007
Q3 2025 Added 0.6%
$823M
$259 Million 0.21% of portfolio
31,913
Q3 2025 Reduced 9.41%
$67.6B
$245 Million 0.2% of portfolio
5,065
Q4 2024 New
$1.29T
$209 Million 0.17% of portfolio
469
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $122 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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