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Home > Institutional Investor > Whalen Wealth Management Inc. > 13F Holdings

Instuitional Investor - Whalen Wealth Management Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 85,491 $9,437,366 5.06%
2.
Nvidia Corp
 NVDA 47,415 $8,269,176 4.43%
3.
Ishares Tr
 62,024 $7,356,045 3.94%
4.
Apple Inc.
 AAPL 24,396 $6,191,377 3.32%
5.
Amazon Com Inc
 AMZN 26,439 $5,506,521 2.95%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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