Whalen Wealth Management Inc.
All 13F Filings
- Location
- Las Vegas, NV
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 186,656
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129 K | 69.1% | 0 | 36.75 K | -36.75 K |
| ETFs | 49.9 K | 26.7% | 40.52 K | 0 | 40.52 K |
| Debt | 7.734 K | 4.1% | 0 | 3.402 K | -3.402 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
186,656
Holdings
174
QoQ value change ($000)
383
(0.2%)
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.