Whalen Wealth Management Inc. has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $171 Billion distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $13.7B, Nvidia Corp with a value of $6.81B, Ishares 0 5 Year Investment Gr with a value of $5.99B, Ishares Tr Ibonds Dec 2029 Ter with a value of $5.94B, and Ishares Barclays 3 7 Yr Treas with a value of $5.24B.
Examining the 13F form we can see an increase of $11.8B in the current position value, from $159B to 171B.
Whalen Wealth Management Inc. is based out at Las Vegas, NV
Below you can find more details about Whalen Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$171 Billion
ETFs: $59.5 Billion
Technology: $33.3 Billion
Healthcare: $13.2 Billion
Industrials: $11.5 Billion
Communication Services: $11.2 Billion
Consumer Cyclical: $6.8 Billion
Financial Services: $5.5 Billion
Energy: $4.62 Billion
Other: $8.11 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions