Whalen Wealth Management Inc. - Portfolio overview

Whalen Wealth Management Inc. has 258 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SHV - ISHARES TR, 3.88%
2. NVDA - NVIDIA CORPORATION, 3.40%
3. IEI - ISHARES TR, 3.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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