Whalen Wealth Management Inc. Portfolio Holdings

Whalen Wealth Management Inc.

  • $186 Billion
  • Q4 2025

Whalen Wealth Management Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $11.5B, Nvidia Corp with a value of $7.35B, Ishares Barclays 3 7 Yr Treas with a value of $5.65B, Amazon Com Inc with a value of $5.49B, and Microsoft Corp with a value of $5.38B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $171B to 186B.

Whalen Wealth Management Inc. is based out at Las Vegas, NV

Below you can find more details about Whalen Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $186 Billion
ETFs: $51.7 Billion
Technology: $37.1 Billion
Healthcare: $17.5 Billion
Financial Services: $14.9 Billion
Communication Services: $13.5 Billion
Consumer Cyclical: $12.8 Billion
Industrials: $11.3 Billion
Consumer Defensive: $6 Billion
Other: $7.63 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $186 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 80 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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