Whelan Financial - Portfolio Stock Holdings
Whelan Financial disclosed 103 stock positions in a recent SEC 13F filing. $366,999,554 of stock holdings were filed, with the largest holdings including QQQM, SCHD, and VB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $781,750,987 and has 9 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:
103Est. Stock Holding Value:
$366,999,554Top Stock Holdings By Sector
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Portfolio Stock Holdings - Whelan Financial
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Stock
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% of Portfolio
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