Whelan Financial
All 13F Filings
- Location
- Fresno, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 367,217
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 101 | 367,217 | 13F-HR | Whelan Financial |
| Q1 2026 | 4/24/2026 | 88 | 322,108 | 13F-HR | Whelan Financial |
| Q4 2025 | 2/2/2026 | 95 | 320,077 | 13F-HR | Whelan Financial |
| Q3 2025 | 10/29/2025 | 97 | 315,496 | 13F-HR | Whelan Financial |
| Q2 2025 | 7/21/2025 | 65 | 276,559 | 13F-HR | Whelan Financial |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.17 K | 23.7% | 16.75 K | 0 | 16.75 K |
| ETFs | 280 K | 76.3% | 28.36 K | 0 | 28.36 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
367,217
Holdings
101
QoQ value change ($000)
45,109
(14.0%)
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.