Whalen Wealth Management Inc. — 13F holdings

Whalen Wealth Management Inc. reported 203 holdings worth $234M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $10.7M (4.5%)
2. SHV ISHARES TR — $8.28M (3.5%)
3. AMZN AMAZON COM INC — $7.27M (3.1%)
4. AAPL APPLE INC — $7.20M (3.1%)
5. IEI ISHARES TR — $6.31M (2.7%)
6. META META PLATFORMS INC — $5.61M (2.4%)
7. GPIX GOLDMAN SACHS ETF TR — $5.22M (2.2%)
8. MSFT MICROSOFT CORP — $4.66M (2.0%)
9. IEF ISHARES TR — $4.59M (2.0%)
10. IBTL ISHARES TR — $4.18M (1.8%)