Whelan Financial Portfolio Holdings
Whelan Financial
- $314 Million
- Q3 2025
Whelan Financial has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $314 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $53.3M, Schwab Strategic Tr Us Dividen with a value of $48.3M, Vanguard Small Cap ETF with a value of $33M, Vanguard Specialized Funds Van with a value of $23.7M, and Vanguard Sht Trm Inflt Prot Fd with a value of $21.3M.
Examining the 13F form we can see an increase of $38.2M in the current position value, from $276M to 314M.
Below you can find more details about Whelan Financial portfolio as well as his latest detailed transactions.
Portfolio value
$314 Million
ETFs: $243 Million
Technology: $31.3 Million
Financial Services: $12.1 Million
Communication Services: $10.6 Million
Consumer Cyclical: $9.62 Million
Consumer Defensive: $3.5 Million
Healthcare: $1.98 Million
Energy: $1.44 Million
Other: $1.04 Million