account_balance
Investment manager · 13F filer · SEC CIK 1894921
Whelan Financial
Follow Whelan Financial
Email when they file new holdings (13F), about 4 times a year, with what they bought and sold. Free.
Reported value$386Mas of Sep 30, 2026
Positions106 7 new, 2 sold out
Top 10 weight73.9%QQQM alone is 17%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQMInvesco Exch Traded Fd Tr II
17.0%
SCHDSchwab Strategic Tr
15.5%Added +3%
VBVanguard Index FDS
10.1%Added +5%
VNQVanguard Index FDS
5.9%Added +4%
VGITVanguard Scottsdale FDS
5.7%Added +4%
VCSHVanguard Scottsdale FDS
4.8%Added +6%
BNDVanguard Bd Index FDS
4.3%Added +6%
VOVanguard Index FDS
4.3%Added +7%
AAPLApple Inc.
3.3%Added +11%
NVDANVIDIA Corp
2.9%Added +13%
IOOiShares Tr
1.9%
MSFTMicrosoft Corp
1.8%
QQQMInvesco Exch Traded Fd Tr II
17.0%
SCHDSchwab Strategic Tr
15.5%Added +3%
VBVanguard Index FDS
10.1%+5%
VNQVanguard Index FDS
5.9%+4%
VGITVanguard Scottsdale FDS
5.7%+4%
VCSHVanguard Scottsdale FDS
4.8%
BNDVanguard Bd Index FDS
4.3%
VOVanguard Index FDS
4.3%
IOO
MSFTBoxes 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
QQQM Invesco Exch Traded Fd Tr II 17.0% Held
SCHD Schwab Strategic Tr 15.5% Added +3%
VB Vanguard Index FDS 10.1% Added +5%
VNQ Vanguard Index FDS 5.9% Added +4%
VGIT Vanguard Scottsdale FDS 5.7% Added +4%
VCSH Vanguard Scottsdale FDS 4.8% Added +6%
BND Vanguard Bd Index FDS 4.3% Added +6%
VO Vanguard Index FDS 4.3% Added +7%
AAPL Apple Inc. 3.3% Added +11%NVDA NVIDIA Corp 2.9% Added +13%IOO iShares Tr 1.9% Added +2%
MSFT Microsoft Corp 1.8% Added +11%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.