What does Whalen Wealth Management Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Whalen Wealth Management Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$9M85K5.1%

NVIDIA CORPORATION

$8M47K4.4%

ISHARES TR

$7M62K3.9%

APPLE INC

$6M24K3.3%

AMAZON COM INC

$6M26K3.0%

J P MORGAN EXCHANGE TRADED F

$5M88K2.7%

GOLDMAN SACHS ETF TR

$5M98K2.6%

MICROSOFT CORP

$5M13K2.5%

ISHARES TR

$4M201K2.2%

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