SEC 13F Intelligence

Managers / Q1 2026

Whalen Wealth Management Inc.

CIK 0001894447 · 7160 RAFAEL RIVERA WAY, SUITE 220, LAS VEGAS, NV, 89113 · 702-878-3900

Reported Value
$187M
Q1 2026
Positions
174
Filings on Record
10
2019–present window
Filed
Apr 13, 2026
original filing

Summary

Whalen Wealth Management Inc. reported $187M in U.S.-listed holdings across 174 positions for Q1 2026.

Its largest position, Ishares Tr, represents 5.1% of the portfolio.

Compared with Q4 2025, the fund opened 48 new positions and exited 62.

Portfolio Metrics

Turnover
+27.1%
vs prior filed quarter
Top-10 Concentration
+31.7%
share of reported value
Largest Position
+5.1%
Ishares Tr
New / Exited
48 / 62
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $111MQ4 ’23Q1 ’24: $135MQ2 ’24: $126MQ2 ’24Q3 ’24: $141MQ4 ’24: $144MQ4 ’24Q1 ’25: $150MQ2 ’25: $159MQ2 ’25Q3 ’25: $171MQ4 ’25: $186MQ4 ’25Q1 ’26: $187Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 61.4%ETP: 35.2%Other: 2.2%ADR: 0.8%NY Reg Shrs: 0.2%Other: 0.2%
  • Common Stock · 61.4% · $115M
  • ETP · 35.2% · $66M
  • Other · 2.2% · $4M
  • ADR · 0.8% · $1M
  • NY Reg Shrs · 0.2% · $430,320
  • Other · 0.2% · $372,582

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
WISDOMTREE TRNEW+53.3K53.3K+$3M$3M
JANUS DETROIT STR TRNEW+43.0K43.0K+$2M$2M
SPDR SERIES TRUSTNEW+16.0K16.0K+$2M$2M
VANGUARD SCOTTSDALE FDSNEW+18.5K18.5K+$1M$1M
GEVGE VERNOVA INCNEW+1.2K1.2K+$1M$1M
INVESCO EXCHANGE TRADED FD TNEW+9.0K9.0K+$965,244$965,244
INTCINTEL CORPNEW+17.0K17.0K+$748,268$748,268
PIMCO ETF TRNEW+11.1K11.1K+$710,191$710,191

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

42 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRTRUST ISHARE 0-1 · 3 7 YR TREAS BD · IBONDS DEC 2031 · IBONDS DEC 29 · MBS ETF · TIPS BD ETF · 0-3 MNTH TREASRY16.29%$30M563.2K
2NVDANVIDIA CORPORATIONhistory →COM4.43%$8M47.4K
3AAPLAPPLE INChistory →COM3.32%$6M24.4K
4AMZNAMAZON COM INChistory →COM2.95%$6M26.4K
5JANUS DETROIT STR TRHENDRSON AAA CL · HENDERSON MTG2.85%$5M110.1K
6GOOGLALPHABET INCCAP STK CL A · CAP STK CL C2.79%$5M18.1K
7J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM2.68%$5M88.3K
8GOLDMAN SACHS ETF TRS&P 500 PREMIUM2.62%$5M97.7K
9MSFTMICROSOFT CORPhistory →COM2.55%$5M12.8K
10METAMETA PLATFORMS INChistory →CL A1.99%$4M6.5K
11AVGOBROADCOM INChistory →COM1.76%$3M10.6K
12WISDOMTREE TRFLOATNG RAT TREA1.44%$3M53.3K
13JPMJPMORGAN CHASE & CO.history →COM1.27%$2M8.0K
14LLYELI LILLY & COhistory →COM1.16%$2M2.4K
15MAMASTERCARD INCORPORATEDhistory →CL A1.12%$2M4.2K
16COSTCOSTCO WHSL CORP NEWhistory →COM1.10%$2M2.1K
17CATCATERPILLAR INCCOM0.93%$2M2.5K
18SPDR SERIES TRUSTSTATE STREET SPD0.93%$2M16.0K
19VANGUARD INDEX FDSS&P 500 ETF SHS0.93%$2M2.9K
20PLTRPALANTIR TECHNOLOGIES INCCL A0.92%$2M11.8K
21VANGUARD WHITEHALL FDSEM MK GOV BD ETF0.91%$2M25.7K
22PHMPULTE GROUP INCCOM0.89%$2M14.1K
23NFLXNETFLIX INCCOM0.82%$2M15.9K
24BACBANK AMERICA CORPCOM0.80%$2M30.8K
25UNHUNITEDHEALTH GROUP INCCOM0.76%$1M5.2K
26MUMICRON TECHNOLOGY INCCOM0.69%$1M3.8K
27IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.65%$1M31.8K
28VVISA INCCOM CL A0.65%$1M4.0K
29ORCLORACLE CORPCOM0.63%$1M8.0K
30TSLATESLA INCCOM0.62%$1M3.1K
31CHVCHEVRON CORP NEWCOM0.61%$1M5.5K
32EXMOCEXXON MOBIL CORPCOM0.61%$1M6.7K
33VANGUARD SCOTTSDALE FDSINTER TERM TREAS0.59%$1M18.5K
34SPDR S&P 500 ETF TRTR UNIT0.59%$1M1.7K
35LRCXLAM RESEARCH CORPCOM NEW0.59%$1M5.1K
36DWDMORGAN STANLEYCOM NEW0.58%$1M6.5K
37GEVGE VERNOVA INCCOM0.57%$1M1.2K
38MRKMERCK & CO INCCOM0.55%$1M8.6K
39AMDADVANCED MICRO DEVICES INCCOM0.53%$985,8224.8K
40INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF0.52%$965,2449.0K
41WMTWALMART INCCOM0.51%$959,4927.7K
424I1PHILIP MORRIS INTL INCCOM0.50%$939,9585.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$187M174Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$186M188Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$171M176Oct 9, 202513F-HRchanges · EDGAR ↗
Q2 2025$159M198Aug 4, 202513F-HRchanges · EDGAR ↗
Q1 2025$150M117Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$144M138Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$141M112Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$126M101Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$135M112Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$111M103Feb 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.