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Home > Institutional Investor > Whalen Wealth Management Inc. > Profile

Instuitional Investor - Whalen Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Whalen Wealth Management Inc.
Portfolio Value $234,297,467
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 46,638 $10,651,092 4.55%
2.
Ishares Tr
 75,067 $8,281,393 3.53%
3.
Amazon Com Inc
 AMZN 29,165 $7,266,488 3.1%
4.
Apple Inc.
 AAPL 21,628 $7,202,399 3.07%
5.
Ishares Tr
 55,584 $6,305,422 2.69%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.