Whalen Wealth Management Inc.: 13F holdings
CIK 18944472026Q2
| Positions | 195 |
|---|
| Reported value | $222.2m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 195 (+21 vs prior quarter) |
|---|
| Reported value | $222.2m (+19.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 43,047 | $8.6m | 3.9% |
| SHV ISHARES TR | 77,951 | $8.6m | 3.9% |
| IEI ISHARES TR | 65,471 | $7.7m | 3.5% |
| AMZN AMAZON COM INC | 27,162 | $6.5m | 2.9% |
| AAPL APPLE INC | 21,572 | $6.2m | 2.8% |
| GPIX GOLDMAN SACHS ETF TR | 94,837 | $5.3m | 2.4% |
| JEPI J P MORGAN EXCHANGE TRADED F | 88,772 | $5.0m | 2.3% |
| META META PLATFORMS INC | 7,809 | $4.4m | 2.0% |
| WMT WALMART INC | 36,477 | $4.1m | 1.9% |
| IBTL ISHARES TR | 201,860 | $4.1m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1894447")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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