account_balance
Investment manager · 13F filer · SEC CIK 1894447
Whalen Wealth Management Inc.
Reported value$234Mas of Sep 30, 2026
Positions202 62 new, 55 sold out
Top 10 weight27.4%NVDA alone is 5%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
4.6%Added +8%
SHViShares Tr
3.5%Trimmed −4%
AMZNAmazon.com Inc
3.1%Added +7%
AAPLApple Inc.
3.1%
IEIiShares Tr
2.7%Trimmed −15%
METAMeta Platforms, Inc.
2.4%
GPIXGoldman Sachs ETF Tr
2.2%
MSFTMicrosoft Corp
2.0%Trimmed −12%
IEFiShares Tr
2.0%Added +506%
IBTLiShares Tr
1.8%Added +6%
WMTWalmart Inc.
1.6%
IBDUiShares Tr
1.6%+3%
NVDANVIDIA Corp
4.6%Added +8%
SHViShares Tr
3.5%Trimmed −4%
AMZNAmazon.com Inc
3.1%+7%
AAPLApple Inc.
3.1%
IEIiShares Tr
2.7%−15%
METAMeta Platforms, Inc.
2.4%
GPIXGoldman Sachs ETF Tr
2.2%
MSFTMicrosoft Corp
2.0%
IEFiShares Tr
2.0%
IBTL1.8%
WMT1.6%IBDU
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 4.6% Added +8%
SHV iShares Tr 3.5% Trimmed −4%
AMZN Amazon.com Inc 3.1% Added +7%AAPL Apple Inc. 3.1% HeldIEI iShares Tr 2.7% Trimmed −15%
META Meta Platforms, Inc. 2.4% HeldGPIX Goldman Sachs ETF Tr 2.2% Held
MSFT Microsoft Corp 2.0% Trimmed −12%IEF iShares Tr 2.0% Added +506%
IBTL iShares Tr 1.8% Added +6%
WMT Walmart Inc. 1.6% HeldIBDU iShares Tr 1.6% Added +3%
What changed
Biggest moves since Jun 30, 2026
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