Whelan Financial
All 13F Filings
- Location
- Fresno, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 320,077
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 184.7 K | 57.7% | 3.656 K | 0 | 3.656 K |
| ETFs | 135.4 K | 42.3% | 922 | 0 | 922 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
320,077
Holdings
95
QoQ value change ($000)
4,581
(1.5%)
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.