Whalen Wealth Management Inc.
All 13F Filings
- Location
- Las Vegas, NV
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 234,297
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 203 | 234,297 | 13F-HR | Whalen Wealth Management Inc. |
| Q2 2026 | 8/13/2026 | 195 | 222,232 | 13F-HR | Whalen Wealth Management Inc. |
| Q1 2026 | 4/13/2026 | 174 | 186,656 | 13F-HR | Whalen Wealth Management Inc. |
| Q4 2025 | 1/20/2026 | 188 | 186,273 | 13F-HR | Whalen Wealth Management Inc. |
| Q3 2025 | 10/9/2025 | 176 | 171,174 | 13F-HR | Whalen Wealth Management Inc. |
| Q2 2025 | 8/4/2025 | 198 | 159,350 | 13F-HR | Whalen Wealth Management Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
763
(0.3% of total reported value)
· QoQ Δ:
+763
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158 K | 67.6% | 0 | 1.859 K | -1.859 K |
| ETFs | 66.05 K | 28.3% | 11.36 K | 0 | 11.36 K |
| Debt | 9.512 K | 4.1% | 1.799 K | 0 | 1.799 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
234,297
Holdings
203
QoQ value change ($000)
12,065
(5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.