Whelan Financial — 13F holdings

Whelan Financial reported 101 holdings worth $367M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. QQQM INVESCO EXCH TRADED FD TR II — $64.6M (17.6%)
  2. SCHD SCHWAB STRATEGIC TR — $56.7M (15.4%)
  3. VB VANGUARD INDEX FDS — $39.3M (10.7%)
  4. VNQ VANGUARD INDEX FDS — $23.7M (6.5%)
  5. VGIT VANGUARD SCOTTSDALE FDS — $22.0M (6.0%)
  6. VCSH VANGUARD SCOTTSDALE FDS — $17.8M (4.8%)
  7. BND VANGUARD BD INDEX FDS — $16.4M (4.5%)
  8. VO VANGUARD INDEX FDS — $15.8M (4.3%)
  9. AAPL APPLE INC — $10.0M (2.7%)
  10. NVDA NVIDIA CORPORATION — $8.80M (2.4%)