Whalen Wealth Management Inc.

Whalen Wealth Management Inc. reported 174 holdings worth US$187M as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed Apr 13, 2026

Whalen Wealth Management Inc. reported 174 holdings worth US$187M as of Mar 31, 2026. Filed Apr 13, 2026 (Form 13F).

Holdings
174
Value as reported
US$187M

Source

View original at SEC

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  • Form 13F · Whalen Wealth Management Inc. · Oct 8, 2026
  • Form 13F · Whalen Wealth Management Inc. · Aug 13, 2026