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DOSSIER · 13F-HR · Q1 2026

Whalen Wealth Management Inc.

$187M in tracked AUM across 174 positions as of Q1 2026.

WW
CIK 0001894447 · last filed Mar 31, 2026
Total AUM
$187M
as of Q1 2026
Holdings
174
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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