Institutions / Whalen Wealth Management Inc.
Whalen Wealth Management Inc.
CIK 1894447 · Institution · as of Dec 31, 2025
Portfolio value
$186.27M
Positions
188
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 188 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $11.46M | 6.1% |
| NVIDIA Corp | $7.35M | 3.9% |
| iShares Tr | $5.65M | 3.0% |
| Amazon.com Inc | $5.49M | 2.9% |
| Microsoft Corp | $5.38M | 2.9% |
| Meta Platforms Inc | $4.81M | 2.6% |
| Apple Inc. | $4.44M | 2.4% |
| iShares Tr | $4.05M | 2.2% |
| Goldman Sachs ETF Tr | $3.73M | 2.0% |
| J P Morgan Exchange Traded F | $3.72M | 2.0% |
| iShares Tr | $3.67M | 2.0% |
| iShares Tr | $3.42M | 1.8% |
| Broadcom Inc. | $2.99M | 1.6% |
| Alphabet Inc. | $2.64M | 1.4% |
| Alphabet Inc. | $2.43M | 1.3% |
| Vanguard Whitehall Fds | $2.42M | 1.3% |
| Micron Technology Inc | $2.16M | 1.2% |
| Janus Detroit Str Tr | $2.14M | 1.1% |
| iShares Tr | $1.97M | 1.1% |
| ELI LILLY & Co | $1.97M | 1.1% |
| Mastercard Inc | $1.75M | 0.9% |
| iShares Tr | $1.66M | 0.9% |
| Thermo Fisher Scientific Inc. | $1.58M | 0.8% |
| Monolithic Power Systems Inc | $1.57M | 0.8% |
| Palantir Technologies Inc | $1.57M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.