Whalen Wealth Management Inc. - Portfolio Stock Holdings
Whalen Wealth Management Inc. disclosed 257 stock positions in a recent SEC 13F filing. $233,042,444 of stock holdings were filed, with the largest holdings including NVDA, SHV, and AMZN. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $222,958,975 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
257Est. Stock Holding Value:
$233,042,444Top Stock Holdings By Sector
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Portfolio Stock Holdings - Whalen Wealth Management Inc.
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Portfolio Options Holdings - Whalen Wealth Management Inc.
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