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DOSSIER · 13F-HR · Q3 2026

Whalen Wealth Management Inc.

$234M in tracked AUM across 203 positions as of Q3 2026.

WW
CIK 0001894447 · last filed Sep 30, 2026
Total AUM
$234M
as of Q3 2026
Holdings
203
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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