VanWeelden Wealth Management, LLC
CIK 1740451 · Holdings on Jun 30, 2024 · First reported Jul 10, 2025
Top ten holdings
Q2 2024- CPRY14.25%
- BIL12.79%
- TBIL11.97%
- GBIL11.76%
- CPNJ10.92%
- CPSU10.89%
- ZJUN10.89%
- SGOV5.75%
- SHV5.69%
- PG1.57%
Share classes counted separately96.48%
Portfolio value by quarter
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CPRYCLMOS R 2000 S A P ETF - JANRUSSELL 2000 STR View history and evidence | $16.62M | 14.25% | 664.27K shares | Prior unavailable — | — | ↗▾ |
| 02 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $14.92M | 12.79% | 162.67K shares | Prior unavailable — | — | ↗▾ |
| 03 | TBILF/M US TREASURY 3 MONTH BILLUS TREAS 3 MNTH View history and evidence | $13.97M | 11.97% | 279.36K shares | Prior unavailable — | — | ↗▾ |
| 04 | GBILGOLDMAN SACHS ACCESS TREASURACCES TREASURY View history and evidence | $13.71M | 11.76% | 136.94K shares | Prior unavailable — | — | ↗▾ |
| 05 | CPNJCALAMOS NSDQ100 ALT ETFNASDAQ 100 STRUC View history and evidence | $12.74M | 10.92% | 487.13K shares | Prior unavailable — | — | ↗▾ |
| 06 | CPSUCALAMOS SP500 SA PRO ETF JUNS&P 500 STRUCTUR View history and evidence | $12.71M | 10.89% | 483.43K shares | Prior unavailable — | — | ↗▾ |
| 07 | ZJUNINNOVA EQTY DEF PROT 1YR JUNEQUITY DEFND 1YR View history and evidence | $12.71M | 10.89% | 487.41K shares | Prior unavailable — | — | ↗▾ |
| 08 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $6.71M | 5.75% | 66.61K shares | Prior unavailable — | — | ↗▾ |
| 09 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $6.63M | 5.69% | 60.08K shares | Prior unavailable — | — | ↗▾ |
| 10 | PGPROCTER & GAMBLE CO/THE View history and evidence | $1.83M | 1.57% | 11.51K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1740451 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 10, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 116658828
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.