Whalen Wealth Management Inc. - Portfolio Stock Holdings
Whalen Wealth Management Inc. disclosed 224 stock positions in a recent SEC 13F filing. $220,818,534 of stock holdings were filed, with the largest holdings including NVDA, SHV, and IEI. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
224Est. Stock Holding Value:
$220,818,534Top Stock Holdings By Sector
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Portfolio Stock Holdings - Whalen Wealth Management Inc.
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