Whalen Wealth Management Inc.
All holdings · as of Dec 31, 2025
| 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% |
| COSTCO WHOLESALE CORP /NEW | $1.56M | 0.8% |
| LINDE PLC | $1.48M | 0.8% |
| ABBOTT LABORATORIES | $1.45M | 0.8% |
| CATERPILLAR INC | $1.45M | 0.8% |
| LAM RESEARCH CORP | $1.42M | 0.8% |
| Visa Inc | $1.38M | 0.7% |
| Netflix Inc | $1.37M | 0.7% |
| ADVANCED MICRO DEVICES INC | $1.31M | 0.7% |
| Salesforce Inc | $1.31M | 0.7% |
| WELLS FARGO & COMPANY/MN | $1.29M | 0.7% |
| CAMBRIA ETF TR | $1.28M | 0.7% |
| Tesla Inc | $1.26M | 0.7% |
| UNITEDHEALTH GROUP INC | $1.25M | 0.7% |
| SIMPLIFY EXCHANGE TRADED FUN | $1.25M | 0.7% |
| GENERAL ELECTRIC CO | $1.23M | 0.7% |
| SPDR S&P 500 ETF TR | $1.23M | 0.7% |
| VANECK ETF TRUST | $1.21M | 0.7% |
| SIMPLIFY EXCHANGE TRADED FUN | $1.21M | 0.7% |
| SSGA ACTIVE ETF TR | $1.20M | 0.6% |
| RTX Corp | $1.15M | 0.6% |
| JPMORGAN CHASE & CO | $1.15M | 0.6% |
| ORACLE CORP | $1.13M | 0.6% |
| Intuitive Surgical Inc | $987.5K | 0.5% |
| Warren E. Buffett | $958.1K | 0.5% |
| ISHARES TR | $948.9K | 0.5% |